Barbara Martin signed Kemmerer Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kemmerer Operations, LLC's EIN is 83-4720470.
Download the official 2024 Form 5500 (PDF) for Kemmerer Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kemmerer Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
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 Group Target Retirement 2035 INV | Mutual Funds | — | — | $3.1M | 13.8% | |
| Vanguard Group Target Retirement 2045 INV | Mutual Funds | — | — | $2.6M | 11.7% | |
| Vanguard Group Target Retirement 2040 INV | Mutual Funds | — | — | $2.2M | 10.0% | |
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.8M | 7.8% | |
| Vanguard Group Target Retirement 2030 INV | Mutual Funds | — | — | $1.7M | 7.6% | |
| Vanguard Group Target Retirement 2025 INV | Mutual Funds | — | — | $1.6M | 7.0% | |
| Vanguard Group Target Retirement 2050 INV | Mutual Funds | — | — | $1.5M | 6.7% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 4.6% | |
| Vanguard Group Target Retirement 2055 INV | Mutual Funds | — | — | $978K | 4.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $686K | 3.0% | |
| Various maturity dates between one and five years. * Notes receivable from participants Interest rates ranging 4.25% - 9.50% | Bonds / Notes | — | — | $662K | 2.9% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $352K | 1.6% | |
| Vanguard Group Target Retirement 2060 INV | Mutual Funds | — | — | $283K | 1.3% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $256K | 1.1% | |
| Vanguard Group Target Retirement 2020 INV | Mutual Funds | — | — | $235K | 1.0% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $234K | 1.0% | |
| Allspring Special Small Cap Value | Other securities | — | — | $195K | 0.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $185K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $182K | 0.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $135K | 0.6% | |
| Vanguard Group Target Retirement 2065 INV | Mutual Funds | — | — | $76K | 0.3% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $76K | 0.3% | |
| Vanguard Group Target Retirement 2070 INV | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Group Target Retirement Income INV | Mutual Funds | — | — | $41K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
