Aaron Kuehne signed Campbell Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Campbell Companies' EIN is 84-3055712.
Download the official 2024 Form 5500 (PDF) for Campbell Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Campbell Companies' 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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $30K | — |
| CARVER FLOREK & JAMES CPAS 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LAYTON, UT |
| INVESTMENT ADVISOR |
| $11K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Ins | Mutual Funds | — | — | $11.2M | 19.7% | |
| Vanguard Val Instl CL SH | Mutual Funds | — | — | $6.9M | 12.1% | |
| Empower Annuity Insurance Guaranteed Income Fund | Other securities | — | — | $6.3M | 11.1% | |
| MFS Intl Intrinsic Val Class R6 | Mutual Funds | — | — | $5.5M | 9.8% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $5.1M | 9.0% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $4.1M | 7.3% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $3.8M | 6.8% | |
| Flexpath Emg Mkts Cl I1 | Other securities | — | — | $3.8M | 6.8% | |
| SCV/Victory Fund | Other securities | — | — | $2.9M | 5.1% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $2.9M | 5.1% | |
| Empower Annuity Insurance Vang Mid Cap Grow IDX ADM | Common Collective Trusts | — | — | $2.2M | 3.9% | |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| PGIM Global Total Ret Z | Other securities | — | — | $1.1M | 2.0% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $932K | 1.6% | |
| to 10.50%, maturing through 2028) | Bonds / Notes | — | — | $814K | 1.4% | |
| Company AM Fnd American Bal R6 | Common Stocks | — | — | $645K | 1.1% | |
| Vanguard Mid Cap Index Fd | Mutual Funds | — | — | $151K | 0.3% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $76K | 0.1% | |
| PIMCO Real Ret Bond Fd Inst | U.S. Treasuries | — | — | $37K | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
