Teresa L Linscott signed K.G. Stevens, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
K.G. Stevens, Inc.'s EIN is 92-0289539.
Download the official 2024 Form 5500 (PDF) for K.G. Stevens, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)K.G. Stevens, Inc.'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $9K | — |
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 Target Retirement 2055 Fund | Mutual Funds | — | — | $1.2M | 17.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.1M | 16.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $986K | 14.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $869K | 12.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $779K | 11.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $689K | 10.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $584K | 8.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $383K | 5.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $42K | 0.6% | |
| PUTNAM STABLE VALUE - 25BPS PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
