Andrew McDonnell signed KBP Brands, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KBP Brands, LLC's EIN is 82-5400542.
Download the official 2024 Form 5500 (PDF) for KBP Brands, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KBP Brands, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $50K | — |
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.
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Mutual fund | Mutual Funds | — | — | $2.9M | 15.1% | |
| Fidelity Freedom Index 2030 Fund Mutual fund | Mutual Funds | — | — | $2.3M | 12.2% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | Mutual Funds | — | — | $2.3M | 12.2% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | Mutual Funds | — | — | $2.2M | 11.5% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | Mutual Funds | — | — | $2.0M | 10.7% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | Mutual Funds | — | — | $1.9M | 10.2% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | Mutual Funds | — | — | $1.0M | 5.4% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | Mutual Funds | — | — | $798K | 4.2% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $673K | 3.6% | |
| Vanguard Growth Index Mutual fund | Mutual Funds | — | — | $382K | 2.0% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | Other securities | — | — | $272K | 1.4% | |
| American Funds New Perspective Mutual fund | Mutual Funds | — | — | $235K | 1.2% | |
| Principal LargeCap S&P 500 Index Sep Pooled separate account | Pooled Separate Accounts | — | — | $179K | 0.9% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $179K | 0.9% | |
| Vanguard Value Index Mutual fund | Mutual Funds | — | — | $174K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | Mutual Funds | — | — | $172K | 0.9% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $160K | 0.8% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $120K | 0.6% | |
| Vanguard Mid Cap Growth Index Mutual fund | Mutual Funds | — | — | $111K | 0.6% | |
| Fidelity Freedom Index 2010 Fund Mutual fund 11 Fidelity Freedom Index 2015 Fund Mutual fund 81 Fidelity Freedom Index 2020 Fund Mutual fund | Mutual Funds | — | — | $103K | 0.5% | |
| Vanguard Mid Cap Value Index Mutual fund | Mutual Funds | — | — | $101K | 0.5% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $88K | 0.5% | |
| Fidelity Small Cap Growth Index Mutual fund | Mutual Funds | — | — | $88K | 0.5% | |
| Fidelity Freedom Index Income Fund Mutual fund | Mutual Funds | — | — | $68K | 0.4% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $65K | 0.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $60K | 0.3% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $56K | 0.3% | |
| JPMorgan Core Plus Bond Fund Mutual fund | Other securities | — | — | $56K | 0.3% | |
| Vanguard International Growth Mutual fund | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard Small Cap Value Index Mutual fund | Mutual Funds | — | — | $51K | 0.3% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $40K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $36K | 0.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $33K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.2% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $30K | 0.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $29K | 0.2% | |
| DFA Real Estate Securities Mutual fund | Mutual Funds | — | — | $26K | 0.1% | |
| Vanguard International Value Mutual fund | Mutual Funds | — | — | $19K | <0.1% | |
| AB US Large Cap Growth CIT W Series Common collective trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1K | <0.1% | |
| JHANCOCK STABLE VALUE I6 FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
