Silvia HUNG signed Kiteworks USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kiteworks USA LLC's EIN is 85-0770328.
Download the official 2024 Form 5500 (PDF) for Kiteworks USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kiteworks USA 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.8M | 26.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.6M | 8.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 7.3% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.3M | 7.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 6.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $901K | 4.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $896K | 4.9% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $870K | 4.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $829K | 4.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $701K | 3.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $628K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $542K | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $441K | 2.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $376K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $374K | 2.1% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $306K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $273K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $199K | 1.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $185K | 1.0% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $163K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $113K | 0.6% | |
| ALLSPRING CORE BOND INSTL | Registered Investment Companies | — | — | $62K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $25K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
