TARA Evans, for TAG Resources signed Kirk Movers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kirk Movers, Inc.'s EIN is 81-3680730.
Download the official 2024 Form 5500 (PDF) for Kirk Movers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kirk Movers, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES | 35-0472300 | — | RECORD KEEPER/CONTRACTAD | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | THIRD PARTY ADMIN | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Growth (1) 66 Vanguard Target Retirement 2060 (1) | Mutual Funds | — | — | $902K | 37.7% | |
| Vanguard Target Retirement 2055 (1) | Mutual Funds | — | — | $600K | 25.1% | |
| Vanguard Target Retirement 2050 (1) | Mutual Funds | — | — | $294K | 12.3% | |
| Vanguard Target Retirement 2045 (1) | Mutual Funds | — | — | $175K | 7.3% | |
| Vanguard Target Retirement 2040 (1) | Mutual Funds | — | — | $92K | 3.9% | |
| Vanguard Target Retirement 2030 (1) | Mutual Funds | — | — | $86K | 3.6% | |
| Vanguard 500 Index Admiral (1) | Common Collective Trusts | — | — | $49K | 2.1% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | $42K | $42K | 1.8% | |
| Vanguard Small Cap Index Admiral Shares (1) | Mutual Funds | — | — | $27K | 1.1% | |
| Invesco Global Focus (1) | Mutual Funds | — | — | $24K | 1.0% | |
| Alliance Bernstein Discovery Growth Class I (1) | Other securities | — | — | $22K | 0.9% | |
| JP Morgan Large Cap Growth Class R5 (1) | Other securities | — | — | $21K | 0.9% | |
| Dimensional Fund Advisers US Large Cap Value Institutional Class (1) 34 Goldman Sachs Small Cap Value Service Class (1) 82 American Funds Europacific Growth Class R6 (1) | Mutual Funds | — | — | $20K | 0.8% | |
| Vanguard Target Retirement 2035 (1) | Mutual Funds | — | — | $17K | 0.7% | |
| Vanguard Materials Index Admiral Shares (1) 32 Hotchikis & Wiley Value Opportunities Class A (1) | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2025 (1) 185 Vanguard Target Retirement 2020 (1) | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard FTSE All World Ex US Index Admiral Shares (1) 77 Vanguard Emerging Markets Stock Index Admiral Shares (1) | Mutual Funds | — | — | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
