Corey Martin signed Kismet PEO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kismet PEO, LLC's EIN is 84-1889244.
Download the official 2024 Form 5500 (PDF) for Kismet PEO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kismet PEO, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS | — | TAMPA, FL | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DFA U.S. Core Equity 1 | Mutual Funds | — | — | $3.7M | 26.6% | |
| DFA International Core Equity | Mutual Funds | — | — | $1.6M | 11.6% | |
| JP Morgan Core Plus Bond | Other securities | — | — | $1.4M | 9.9% | |
| Vanguard Growth Index | Mutual Funds | — | — | $1.3M | 9.4% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $978K | 7.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $872K | 6.3% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $834K | 6.0% | |
| Vanguard FTSE All-World EX-US Index | Mutual Funds | — | — | $662K | 4.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $661K | 4.8% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $403K | 2.9% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $270K | 2.0% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $235K | 1.7% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $203K | 1.5% | |
| RTC SVF - METLIFE 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $128K | 0.9% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $110K | 0.8% | |
| Vanguard Value Index | Mutual Funds | — | — | $88K | 0.6% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $83K | 0.6% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $75K | 0.5% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $66K | 0.5% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $64K | 0.5% | |
| Vanguard Explorer Index | Mutual Funds | — | — | $9K | <0.1% | |
| Hotchkis & Wiley Small Cap Value | Other securities | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $6K | — |
