Keith Kennedy signed CUB Crafters Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CUB Crafters Inc.'s EIN is 91-1351852.
Download the official 2024 Form 5500 (PDF) for CUB Crafters Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CUB Crafters Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS | — | SCOTTSDALE, AZ | NONE | $33K | — |
| ADP INC | 13-3036745 | WALTHAM, MA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 Registered Investment Company 53,547.1950 n/a | Common Stocks | — | — | $1.0M | 14.2% | |
| AMERFUNDS AMER BALANCED - R6 Registered Investment Company 24,874.5317 n/a | Common Stocks | — | — | $854K | 11.9% | |
| AMERFUNDS 2050 TARG DATERET R6 Registered Investment Company 37,840.1043 n/a | Common Stocks | — | — | $791K | 11.0% | |
| AMERFUNDS 2045 TARG DATERET R6 Registered Investment Company 31,198.6136 n/a | Common Stocks | — | — | $661K | 9.2% | |
| AMERFUNDS 2040 TARG DATERET R6 Registered Investment Company 25,838.5082 n/a | Common Stocks | — | — | $531K | 7.4% | |
| AMERICAN FUNDS 2055 TARGET R6 Registered Investment Company 17,706.4052 n/a | Mutual Funds | — | — | $468K | 6.5% | |
| Participant Loans Interest Rates ( 5.25% to 10.50% ) n/a | Bonds / Notes | — | — | $459K | 6.4% | |
| AMERFUNDS 2030 TARG DATERET R6 Registered Investment Company 23,738.0452 n/a | Common Stocks | — | — | $410K | 5.7% | |
| AMERFUNDS 2060 TARG DATERET R6 Registered Investment Company 22,506.1755 n/a | Common Stocks | — | — | $404K | 5.6% | |
| AMERFUNDS 2025 TARG DATERET R6 Registered Investment Company 18,901.6587 n/a | Common Stocks | — | — | $287K | 4.0% | |
| AMERFUNDS 2065 TARG DATERET R6 Registered Investment Company 12,194.2070 n/a | Common Stocks | — | — | $213K | 3.0% | |
| AMERFUNDS 2015 TARG DATERET R6 Registered Investment Company 16,177.9720 n/a | Common Stocks | — | — | $198K | 2.8% | |
| PGIM HIGH YIELD FUND R6 Registered Investment Company 37,258.5651 n/a | Common Stocks | — | — | $178K | 2.5% | |
| PIMCO REAL RETURN FUND - INSTL Registered Investment Company 17,796.2159 n/a | Mutual Funds | — | — | $177K | 2.5% | |
| AMF GROWTH FUND OF AMERICA R6 Registered Investment Company 1,668.7949 n/a | Common Stocks | — | — | $124K | 1.7% | |
| VANGUARD FEDERAL MM INV Registered Investment Company 115,677.2400 n/a | Mutual Funds | — | — | $116K | 1.6% | |
| AMERFUNDS 2010 TARG DATERET R6 Registered Investment Company 6,780.9268 n/a | Common Stocks | — | — | $79K | 1.1% | |
| MFS GROWTH FUND R6 Registered Investment Company 354.2102 n/a | Mutual Funds | — | — | $72K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 Registered Investment Company 2,776.7441 n/a | Common Stocks | — | — | $37K | 0.5% | |
| AMERICAN FUNDS WAMU - R6 Registered Investment Company 531.9385 n/a | Mutual Funds | — | — | $33K | 0.5% | |
| FID ADV EQUITY GROWTH - Z Registered Investment Company 580.9268 n/a | Mutual Funds | — | — | $14K | 0.2% | |
| MFS VALUE R6 Registered Investment Company 249.7336 n/a | Mutual Funds | — | — | $12K | 0.2% | |
| JPMORGAN LARGE CAP VALUE R6 Registered Investment Company 246.6036 n/a | Common Stocks | — | — | $5K | <0.1% | |
| MFS CORE EQUITY R6 Registered Investment Company 75.6135 n/a | Mutual Funds | — | — | $4K | <0.1% | |
| VANGUARD GROWTH INDEX FUND ADM Registered Investment Company 14.6312 n/a | Common Collective Trusts | — | — | $3K | <0.1% | |
| AMERICAN MUTUAL FUND - R6 Registered Investment Company 49.2725 n/a | Common Stocks | — | — | $3K | <0.1% | |
| VANGUARD GROWTH & INCOME ADMIR Registered Investment Company 23.1120 n/a | Mutual Funds | — | — | $2K | <0.1% | |
| FID 500 IND Registered Investment Company 9.8300 n/a | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $11K |
| — |
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | NONE | $8K | — |
