KARA Donatucci PHAM signed Kelvin Group Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kelvin Group Co's EIN is 82-3162765.
Download the official 2024 Form 5500 (PDF) for Kelvin Group Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kelvin Group Co's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS RETIREMENT ADVISORS | — | CONCORD, MA | NONE | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $3.7M | 13.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $2.7M | 9.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $2.1M | 7.6% | |
| TWELVE PTS RET ADV MODERATE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $1.9M | 6.9% | |
| TWELVE PTS RET ADV AGGRESSIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $1.4M | 5.2% | |
| Nuveen Equity Index R6 Nuveen 0 | Common Collective Trusts | — | — | $1.4M | 5.0% | |
| Standard Stable Asset Fund 2 Standard 0 | Other securities | — | — | $1.2M | 4.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $1.2M | 4.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $657K | 2.4% | |
| TWELVE PTS RET ADV CONSERVATIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $574K | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $538K | 2.0% | |
| TWELVE PTS RET ADV MOD AGGRESSIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $518K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $488K | 1.8% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $383K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $322K | 1.2% | |
| Victory Pioneer Global Equity Y Victory 0 | Other securities | — | — | $311K | 1.1% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $311K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $283K | 1.0% | |
| Invesco Core Bond R6 Invesco 0 | Mutual Funds | — | — | $239K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $204K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $140K | 0.5% | |
| BNY Mellon Global Emerging Markets Y BNY 0 | Other securities | — | — | $126K | 0.5% | |
| Thornburg Strategic Income R6 Thornburg 0 | Other securities | — | — | $83K | 0.3% | |
| DWS RREEF Real Assets Fund Instl DWS 0 | Other securities | — | — | $49K | 0.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $47K | 0.2% | |
| Victory Pioneer Balanced R6 Victory 0 | Other securities | — | — | $26K | <0.1% | |
| BlackRock Systematic Multi-Strat Instl BlackRock 0 | Other securities | — | — | $24K | <0.1% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $23K | <0.1% | |
| Loomis Sayles Inflation Protect Sec N Loomis 0 | Other securities | — | — | $11K | <0.1% | |
| DFA Intl Small Company Port Instl DFA 0 | Mutual Funds | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 175 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
