Jorge Arellano signed Kitchell Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kitchell Corporation's EIN is 86-0181400.
Download the official 2024 Form 5500 (PDF) for Kitchell Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kitchell Corporation's plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $58K | — |
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.
| CBIZ CPAS P.C. |
| 43-1947695 |
| — |
| NONE |
| $14K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $22 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $11.8M | 13.5% | |
| JPMorgan JPM StartRetirement 2040 R6 | Other securities | — | — | $11.1M | 12.8% | |
| JPMorgan JPM StartRetirement 2045 R6 | Other securities | — | — | $9.4M | 10.8% | |
| JPMorgan JPM StartRetirement 2035 R6 | Other securities | — | — | $8.2M | 9.3% | |
| JPM SMARTRET BLEND 2025 R6 Registered Investment Company | Common Stocks | — | — | $7.2M | 8.2% | |
| JPMorgan JPM StartRetirement 2055 R6 | Other securities | — | — | $6.1M | 7.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $5.1M | 5.8% | |
| JPMorgan JPM StartRetirement 2050 R6 | Other securities | — | — | $4.8M | 5.5% | |
| JPMorgan JPM StartRetirement 2030 R6 | Other securities | — | — | $4.4M | 5.0% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $4.4M | 5.0% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 2.3% | |
| Vanguard Developed Market Index Admiral Shares | Mutual Funds | — | — | $1.6M | 1.9% | |
| AMERICAN BEACON LG CAP VALUE Registered Investment Company | Common Stocks | — | — | $1.2M | 1.4% | |
| Notes receivable from participants Plan participants Participant loans with maturity dates through January 2030 * and interest rates ranging from 3.25% to 8.50% -0- | Bonds / Notes | — | — | $1.2M | 1.3% | |
| JPMorgan JPM StartRetirement 2020 R6 | Other securities | — | — | $1.0M | 1.2% | |
| Dimensional Fund Advisors DFA Emerging Markets | Mutual Funds | — | — | $1.0M | 1.1% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $944K | 1.1% | |
| Self-directed brokerage account * Charles Schwab Personal Choice Retirement Account (PCRA) | Self-Directed Brokerage | — | — | $909K | 1.0% | |
| Charles Schwab Institutional Fixed Income Class 3 | Mutual Funds | — | — | $804K | 0.9% | |
| SCHWAB INST CORE PLUS FIX INC TR FD CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 003 | Common Collective Trust | — | — | $804K | 0.9% | |
| Vanguard Short Term Inflation Protected | Mutual Funds | — | — | $792K | 0.9% | |
| Money market fund Vanguard Federal Money Market Fund | Mutual Funds | — | — | $791K | 0.9% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $714K | 0.8% | |
| Dimensional Fund Advisors DFA Commodity Strategy | Mutual Funds | — | — | $444K | 0.5% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $385K | 0.4% | |
| JPMorgan JPM StartRetirement Inc R6 | Common Stocks | — | — | $359K | 0.4% | |
| Dimensional Fund Advisors DFA Intl Small Company | Mutual Funds | — | — | $282K | 0.3% | |
| Hood River Hood River Small Cap Growth RET | Other securities | — | — | $246K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value CL I | Mutual Funds | — | — | $82K | <0.1% | |
| Columbia Threadneedle Columbia Sel MIDCAP Val Inst 3 | Other securities | — | — | $67K | <0.1% | |
| Baird MID Cap Fund Inst | Other securities | — | — | $38K | <0.1% |
