Deborah Chamberlain signed Wilkins, Kaiser & Olsen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilkins, Kaiser & Olsen, Inc.'s EIN is 91-0742853.
Download the official 2024 Form 5500 (PDF) for Wilkins, Kaiser & Olsen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilkins, Kaiser & Olsen, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CABLE HILL PARTNERS | 46-4959656 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.3M | 16.6% | |
| Fidelity | Mutual Funds | — | — | $3.5M | 13.6% | |
| Principal | Other securities | — | — | $2.1M | 8.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 8.0% | |
| Principal | Other securities | — | — | $1.5M | 5.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| Principal | Other securities | — | — | $1.4M | 5.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 5.6% | |
| Putnam Investment | Mutual Funds | — | — | $1.4M | 5.4% | |
| Principal | Other securities | — | — | $1.4M | 5.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| Principal | Other securities | — | — | $1.2M | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| Principal | Other securities | — | — | $1.2M | 4.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 4.5% | |
| Principal | Other securities | — | — | $1.0M | 4.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| John Hancock | Other securities | — | — | $803K | 3.1% | |
| Capital Research | Other securities | — | — | $559K | 2.2% | |
| Principal | Other securities | — | — | $552K | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $552K | 2.1% | |
| Hartford Mutual Funds | Other securities | — | — | $511K | 2.0% | |
| Vanguard Group | Mutual Funds | — | — | $491K | 1.9% | |
| Principal | Other securities | — | — | $463K | 1.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $463K | 1.8% | |
| Fidelity | Mutual Funds | — | — | $346K | 1.3% | |
| Principal Real Estate Investors | Other securities | — | — | $321K | 1.2% | |
| Principal | Other securities | — | — | $312K | 1.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $312K | 1.2% | |
| PIMCO | Mutual Funds | — | — | $272K | 1.1% | |
| Principal | Other securities | — | — | $264K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $264K | 1.0% | |
| Participant loans | Participant loans | — | — | $254K | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $232K | 0.9% | |
| Principal Global Investors | Other securities | — | — | $208K | 0.8% | |
| Fidelity | Mutual Funds | — | — | $177K | 0.7% | |
| Capital Research | Other securities | — | — | $150K | 0.6% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $148K | 0.6% | |
| Blackrock Advisors | Other securities | — | — | $141K | 0.5% | |
| Vanguard Group | Mutual Funds | — | — | $132K | 0.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $121K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $107K | 0.4% | |
| Principal | Other securities | — | — | $63K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $63K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $52K | 0.2% | |
| Capital Research | Other securities | — | — | $31K | 0.1% | |
| Principal | Other securities | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $18K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
