Anthony Grijalva signed KENO Kozie Services, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KENO Kozie Services, LLC's EIN is 86-1580183.
Download the official 2022 Form 5500 (PDF) for KENO Kozie Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)KENO Kozie Services, 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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 15.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.3M | 12.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $866K | 8.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $767K | 7.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $740K | 7.2% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $652K | 6.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $635K | 6.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $620K | 6.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $507K | 5.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $447K | 4.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $355K | 3.5% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $341K | 3.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $273K | 2.7% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $213K | 2.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $109K | 1.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $89K | 0.9% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $85K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $80K | 0.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $80K | 0.8% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $79K | 0.8% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $54K | 0.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $45K | 0.4% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $40K | 0.4% | |
| ALS SMALL COMPANY VAL R6 | Registered Investment Companies | — | — | $40K | 0.4% | |
| SMALL CAP GROWTH FUND II R1 | Registered Investment Companies | — | — | $40K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $38K | 0.4% | |
| BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $36K | 0.4% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $32K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $30K | 0.3% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $26K | 0.3% | |
| LARGE CAP GROWTH - R1 WILMINGTON TRUST COMPANY · EIN 82-4435820 / PN 375 | 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.
