Kimberly Key Courtesy's EIN is 90-1257611.
Download the official 2024 Form 5500 (PDF) for Kimberly Key Courtesy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimberly Key Courtesy'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 |
|---|---|---|---|---|---|
| CLINTON NATIONAL BANK | — | CLINTON, IA | TRUSTEE | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Investment Co. of America Fund - | Mutual Funds | — | — | $1.2M | 16.0% | |
| American Funds Growth Fund of America Fund - | Mutual Funds | — | — | $943K | 12.5% | |
| Fidelity Growth Company Fund - | Mutual Funds | — | — | $603K | 8.0% | |
| Vanguard S&P 500 Index Fund - | Common Collective Trusts | — | — | $532K | 7.0% | |
| Vanguard Small Cap Growth Fund - | Mutual Funds | — | — | $440K | 5.8% | |
| American Funds Europacific Growth Fund - | Mutual Funds | — | — | $390K | 5.1% | |
| Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $364K | 4.8% | |
| Vanguard Strategic Equity Fund - | Mutual Funds | — | — | $313K | 4.1% | |
| Party or Maturity Value Cost** (e) Current Value Federated Investors Government Obligations Money Market Fund - | Cash / Money Market | — | — | $310K | 4.1% | |
| T Rowe Price Mid Cap Growth Fund - | Mutual Funds | — | — | $283K | 3.7% | |
| Vanguard Windsor II Fund - | Mutual Funds | — | — | $274K | 3.6% | |
| Vanguard Mid Cap Index Fund - | Common Collective Trusts | — | — | $258K | 3.4% | |
| Vanguard Wellington Fund - | Mutual Funds | — | — | $220K | 2.9% | |
| Goldman Sachs Core Fixed Income Fund - | Other securities | — | — | $200K | 2.6% | |
| American Funds World Growth & Income Fund - | Mutual Funds | — | — | $197K | 2.6% | |
| MFS International Value Fund - | Mutual Funds | — | — | $192K | 2.5% | |
| Vanguard Target Retirement 2025 - | Mutual Funds | — | — | $165K | 2.2% | |
| T Rowe Price Personal Strategic Balance Fund - | Mutual Funds | — | — | $132K | 1.7% | |
| Oppenheimer Developing Markets Fund - | Mutual Funds | — | — | $120K | 1.6% | |
| Vanguard Target Retirement 2055 - | Mutual Funds | — | — | $100K | 1.3% | |
| Vanguard Target Retirement 2035 - | Mutual Funds | — | — | $83K | 1.1% | |
| MFS Value Fund - | Mutual Funds | — | — | $73K | 1.0% | |
| Vanguard Target Retirement 2045 - | Mutual Funds | — | — | $57K | 0.7% | |
| Plan Participants Participant loans (maturing from 2026 to 2029 at - | Participant loans | — | — | $34K | 0.4% | |
| Federated Investors Strategic Value Dividend Fund - | Other securities | — | — | $19K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
