Becky Palmer signed KONG Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KONG Company, LLC's EIN is 84-1559729.
Download the official 2024 Form 5500 (PDF) for KONG Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KONG Company, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 500 Index | Common Collective Trusts | — | — | $2.3M | 16.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.2M | 8.4% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $954K | 6.9% | |
| JPMorgan U.S. Equity | Other securities | — | — | $813K | 5.8% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $783K | 5.6% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $626K | 4.5% | |
| Vanguard Total International Index | Mutual Funds | — | — | $619K | 4.4% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $605K | 4.3% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $597K | 4.3% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $574K | 4.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $529K | 3.8% | |
| PGIM Total Return Bond | Other securities | — | — | $485K | 3.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $439K | 3.2% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $411K | 2.9% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $365K | 2.6% | |
| Empower Annuity Insurance Company of America** Guaranteed investment contract - Key Guaranteed Portfolio Fund | Stable Value | — | — | $350K | 2.5% | |
| November 2029 - | Other securities | — | — | $325K | 2.3% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $314K | 2.3% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $309K | 2.2% | |
| Principal Large Cap Growth | Other securities | — | — | $276K | 2.0% | |
| Empower** Mid Cap Growth | Other securities | — | — | $248K | 1.8% | |
| Vanguard Retirement 2065 | Mutual Funds | — | — | $189K | 1.4% | |
| MFS International Intrinsic Value | Mutual Funds | — | — | $153K | 1.1% | |
| T. Rowe Price Income Institutional | Other securities | — | — | $146K | 1.0% | |
| Victory Sycamore Established Value | Other securities | — | — | $105K | 0.8% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $94K | 0.7% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $91K | 0.7% | |
| Putnam Small Cap Value | Mutual Funds | — | — | $28K | 0.2% | |
| MFS International New Discovery | Mutual Funds | — | — | $27K | 0.2% | |
| Lord Abbett Retirement Balanced | Mutual Funds | — | — | $16K | 0.1% | |
| Invesco Discovery | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $41K |
| — |
