BETH Cavanaugh signed KEN Caryl Glass, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KEN Caryl Glass, Inc.'s EIN is 84-1036870.
Download the official 2024 Form 5500 (PDF) for KEN Caryl Glass, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KEN Caryl Glass, Inc.'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 |
|---|---|---|---|---|---|
| TFA TRANSAMERICA CAPITAL, INC. | 65-3141953 | — | INVESTMENT ADVISOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 83-3455979 | — | NONE | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $2.7M | 27.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.4M | 14.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.2M | 11.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.1M | 11.1% | |
| Vanguard Target Retirement 2025 In | Mutual Funds | — | — | $600K | 6.2% | |
| Invesco QQQ Trust | Mutual Funds | — | — | $476K | 4.9% | |
| Participants Loan | Participant loans | — | — | $378K | 3.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $312K | 3.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $276K | 2.9% | |
| Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $237K | 2.4% | |
| BlackRock Wealth Liquid Environmentally | Other securities | — | — | $231K | 2.4% | |
| Vanguard Equity Income Inv | Mutual Funds | — | — | $146K | 1.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $104K | 1.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $102K | 1.1% | |
| SPDR S&P 500 ETF | Common Collective Trusts | — | — | $102K | 1.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $67K | 0.7% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $59K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $51K | 0.5% | |
| Vanguard Small Cap Growth Index Admi | Mutual Funds | — | — | $51K | 0.5% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $36K | 0.4% | |
| Mfs International Equity Fund, Class R6 | Mutual Funds | — | — | $25K | 0.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $17K | 0.2% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $15K | 0.2% | |
| iShares S&P MidCap 400 Value Index | Other securities | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $14K | 0.1% | |
| iShares MSCI ACWI Index | Other securities | — | — | $10K | 0.1% | |
| BlackRock High Yield Bond K | Other securities | — | — | $10K | 0.1% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $10K | 0.1% | |
| iShares MSCI EAFE Growth | Other securities | — | — | $9K | <0.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| DFA US Targeted Value | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard FTSE All-World ex-US ETF | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard REIT Index ETF | Mutual Funds | — | — | $54 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
