Vicki Schelling signed Kooima Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kooima Company, LLC's EIN is 84-3367778.
Download the official 2024 Form 5500 (PDF) for Kooima Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kooima Company, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREATGRAY TRUST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.2M | 27.7% | |
| GREATGRAY TRUST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $959K | 12.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $786K | 9.9% | |
| GREATGRAY TRUST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $736K | 9.3% | |
| GREATGRAY TRUST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $608K | 7.7% | |
| GREATGRAY TRUST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $428K | 5.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $399K | 5.0% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $346K | 4.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $274K | 3.5% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $204K | 2.6% | |
| Black Rock Mid-Cap Growth Equity K Mutual Funds 374 Black Rock Total Return K Mutual Funds | Other securities | — | — | $127K | 1.6% | |
| American Century Small Cap Value R6 Mutual Funds 362 Black Rock Core Bond K Mutual Funds | Other securities | — | — | $120K | 1.5% | |
| Fidelity Inflation Protected Bond Index Mutual Funds 6 Fidelity International Index Mutual Funds | Mutual Funds | — | — | $113K | 1.4% | |
| Putnam Large Cap Value R6 Mutual Funds | Mutual Funds | — | — | $109K | 1.4% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $101K | 1.3% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $99K | 1.2% | |
| GREATGRAY TRUST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $73K | 0.9% | |
| GREATGRAY TRUST AMERICAN FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $62K | 0.8% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $57K | 0.7% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $43K | 0.5% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $40K | 0.5% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $14K | 0.2% | |
| AB Small Cap Growth Z Mutual Funds | Other securities | — | — | $9K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Funds 366 PIMCO Income Instl Mutual Funds 84 PIMCO Real Estate Real Return Strategy I Mutual Funds | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Advisor Intl Small Cap Z Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Intl Diversification R6 Mutual Funds | Mutual Funds | — | — | $1K | <0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | OTHER | $5K | — |
