Peter BUSS signed KBF CPAS LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KBF CPAS LLP's EIN is 82-1030164.
Download the official 2024 Form 5500 (PDF) for KBF CPAS LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KBF CPAS LLP's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CABLE HILL PARTNERS | 46-4959656 | PORTLAND, OR | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Cash Reserves Money Market Fund | Mutual Funds | — | $3.0M | $3.0M | 26.4% | |
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | Other securities | — | $2.1M | $2.0M | 17.7% | |
| Vanguard Short-Term Corporate Bond Index Exchange-Traded Fund 31 Vanguard Inter Term Treas Exchange-Traded Fund | Mutual Funds | — | $1.5M | $1.4M | 12.5% | |
| Investments - BlackRock Systematic Multi-Strategy Instl Mutual Fund | Other securities | — | $947K | $941K | 8.3% | |
| iShares Core S&P 500 ETF Exchange-Traded Fund | Common Collective Trusts | — | $443K | $688K | 6.1% | |
| iShares Core 1-5 Year USD Bond ETF Exchange-Traded Fund | Other securities | — | $688K | $676K | 6.0% | |
| iShares MSCI Intl Quality Factor Exchange-Traded Fund | Other securities | — | $294K | $324K | 2.9% | |
| iShares MSCI Emerging Markets Exchange-Traded Fund | Other securities | — | $228K | $228K | 2.0% | |
| iShares MSCI USA Small-Cap Exchange-Traded Fund | Other securities | — | $176K | $205K | 1.8% | |
| iShares MSCI Global Min Vol Factor ETF Exchange-Traded Fund | Other securities | — | $155K | $164K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
