Anthony Warren signed KE Gutridge, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KE Gutridge, LLC's EIN is 82-1007719.
Download the official 2024 Form 5500 (PDF) for KE Gutridge, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KE Gutridge, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA | 36-6071399 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | INVESTMENT ADVISORY | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.9M | 91.8% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $1.4M | 16.1% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $1.4M | 15.9% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $1.1M | 12.4% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $1.0M | 11.7% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $892K | 10.4% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $698K | 8.1% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $473K | 5.5% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $222K | 2.6% | |
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $139K | 1.6% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $139K | 1.6% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $70K | 0.8% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $53K | 0.6% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $40K | 0.5% | |
| MYWAYRETIREMENT BALANCED RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $39K | 0.5% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $32K | 0.4% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $27K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 344 | Pooled Separate Account | — | — | $25K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $23K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $23K | 0.3% | |
| MYWAYRETIREMENT CORE BOND RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 355 | Pooled Separate Account | — | — | $21K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $21K | 0.2% | |
| MYWAYRETIREMENT REAL ESTATE RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $20K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $19K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $16K | 0.2% | |
| MYWAYRETIREMENT MID CAP VALUE RET A TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $13K | 0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $12K | 0.1% | |
| MYWAYRETIREMENT COMMODITIES RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | 20-4548831 | — | TPA | $3K | — |
