David Pardun signed K2 Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
K2 Services LLC's EIN is 81-4601531.
Download the official 2024 Form 5500 (PDF) for K2 Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)K2 Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $3.9M | 15.2% | |
| Fidelity Investments Freedom Index 2045 IPR | Mutual Funds | — | — | $2.0M | 7.8% | |
| Fidelity Investments Freedom Index 2050 IPR | Mutual Funds | — | — | $2.0M | 7.6% | |
| Fidelity Investments Freedom Index 2035 IPR | Mutual Funds | — | — | $1.9M | 7.4% | |
| Fidelity Investments Freedom Index 2030 IPR | Mutual Funds | — | — | $1.8M | 7.1% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $1.8M | 7.0% | |
| Dodge & Cox Stock Fund I | Mutual Funds | — | — | $1.7M | 6.4% | |
| Fidelity Investments Freedom Index 2040 IPR | Mutual Funds | — | — | $1.6M | 6.4% | |
| Fidelity Investments Freedom Index 2055 IPR | Mutual Funds | — | — | $1.6M | 6.2% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $977K | 3.8% | |
| Fidelity Investments Freedom Index 2060 IPR | Mutual Funds | — | — | $946K | 3.7% | |
| Fidelity Investments U.S. Bond Index | Mutual Funds | — | — | $713K | 2.8% | |
| PGIM J Utility R6 346 BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $595K | 2.3% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $573K | 2.2% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $489K | 1.9% | |
| PIMCO Income Institutional Class | Mutual Funds | — | — | $469K | 1.8% | |
| TRP QM US SM-CP GR | Other securities | — | — | $399K | 1.5% | |
| Fidelity Investments Select Technology Portfolio | Mutual Funds | — | — | $383K | 1.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $342K | 1.3% | |
| JPMorgan Government Bond Class R6 | U.S. Treasuries | — | — | $328K | 1.3% | |
| Fidelity Investments Freedom Index 2065 IPR | Mutual Funds | — | — | $209K | 0.8% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $163K | 0.6% | |
| American Funds New World Class R-6 | Mutual Funds | — | — | $145K | 0.6% | |
| Fidelity Investments Freedom Index 2025 IPR | Mutual Funds | — | — | $136K | 0.5% | |
| Transamerica International Equity R6 | Other securities | — | — | $130K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $126K | 0.5% | |
| Fidelity Investments Low-Priced Stock K6 | Mutual Funds | — | — | $106K | 0.4% | |
| Loomis Sayles Global Allocation Class N | Other securities | — | — | $89K | 0.3% | |
| Janus Henderson Balanced Class N | Mutual Funds | — | — | $65K | 0.3% | |
| Fidelity Investments Freedom Index 2020 IPR | Mutual Funds | — | — | $60K | 0.2% | |
| Fidelity Investments Limited Term Bond | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Investments Freedom Index IPR | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $3K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $16K | — |
