Heather Dinverno signed Kamax Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kamax Inc.'s EIN is 84-2136876.
Download the official 2024 Form 5500 (PDF) for Kamax Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kamax Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund - Class Z | Mutual Funds | — | — | $5.3M | 17.9% | |
| Fidelity Advisor Freedom 2030 Fund - Class Z | Mutual Funds | — | — | $4.0M | 13.8% | |
| Fidelity Advisor Freedom 2045 Fund - Class Z | Mutual Funds | — | — | $3.4M | 11.7% | |
| Fidelity Advisor Freedom 2025 Fund - Class Z | Mutual Funds | — | — | $2.4M | 8.2% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 7.7% | |
| Fidelity Advisor Freedom 2040 Fund - Class Z | Mutual Funds | — | — | $1.9M | 6.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 6.3% | |
| Fidelity Advisor Freedom 2055 Fund - Class Z | Mutual Funds | — | — | $1.6M | 5.4% | |
| Fidelity Advisor Freedom 2020 Fund - Class Z | Mutual Funds | — | — | $1.3M | 4.3% | |
| Fidelity Advisor Freedom 2050 Fund - Class Z | Mutual Funds | — | — | $1.1M | 3.8% | |
| Fidelity Advisor Freedom 2060 Fund - Class Z | Mutual Funds | — | — | $871K | 3.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $659K | 2.2% | |
| Great Gray Trust Putnam Large Cap Value Fund - Class R1 | Mutual Funds | — | — | $452K | 1.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $452K | 1.5% | |
| Fidelity Advisor Freedom 2065 Fund - Class Z | Mutual Funds | — | — | $452K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $325K | 1.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $320K | 1.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $141K | 0.5% | |
| JPMorgan Income Fund Class R6 | Other securities | — | — | $137K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $130K | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $117K | 0.4% | |
| T. Rowe Price Balanced Fund - Class I | Other securities | — | — | $113K | 0.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $90K | 0.3% | |
| Lord Abbert Short Duration Income R5 | Other securities | — | — | $74K | 0.3% | |
| MFS Mid Cap Value Fund - Class R4 | Mutual Funds | — | — | $65K | 0.2% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $60K | 0.2% | |
| Eaton Vance Income Fund of Boston - Class I | Other securities | — | — | $58K | 0.2% | |
| Great Gray Trust GG Emerging Markets II Fund - Class R1 | Other securities | — | — | $49K | 0.2% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $49K | 0.2% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $42K | 0.1% | |
| American Century One Choice Portfolio - Aggressive Investor Class | Other securities | — | — | $31K | 0.1% | |
| Fidelity Advisor Freedom 2015 Fund - Class Z | Mutual Funds | — | — | $23K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund - Class I | Other securities | — | — | $16K | <0.1% | |
| JPMorgan Core Bond Fund - Class I | Other securities | — | — | $7K | <0.1% | |
| American Century One Choice Portfolio - CONSV INV | Other securities | — | — | $5K | <0.1% | |
| Fidelity Advisor Freedom 2070 Fund - Class Z | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
