AVI Shechter signed Key Autism Services OPR LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Key Autism Services OPR LLC's EIN is 82-3637527.
Download the official 2024 Form 5500 (PDF) for Key Autism Services OPR LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Key Autism Services OPR LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | — | BALTIMORE, MD | ADVISOR | $6K | — |
| LEVELIZED COMPENSATION ADVISOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 | Other securities | — | — | $780K | 25.6% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $778K | 25.6% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $293K | 9.6% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $249K | 8.2% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $238K | 7.8% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $207K | 6.8% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $137K | 4.5% | |
| BlackRock LifePath Index Retirement Fund ** 723 BlackRock Disciplined Value Intl Fund ** 477 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $132K | 4.3% | |
| Vanguard International Growth | Mutual Funds | — | — | $74K | 2.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $55K | 1.8% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $29K | 0.9% | |
| Nuveen Large Cap Growth Index Fund R6 Class | Common Collective Trusts | — | — | $27K | 0.9% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $9K | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Nuveen Large Cap Value Index Fund R6 Class | Common Collective Trusts | — | — | $6K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $4K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $3K | 0.1% | |
| Vanguard Total Bond Market Idx | Common Collective Trusts | — | — | $3K | <0.1% | |
| Nuveen Small Cap Blend Index Fund R6 Class | Common Collective Trusts | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL CAP BLEND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISORY |
| $5K |
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