Jeanne Donnelly Crandall signed KAI USA Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KAI USA Ltd.'s EIN is 93-0687500.
Download the official 2024 Form 5500 (PDF) for KAI USA Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KAI USA Ltd.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K a | Mutual Funds | — | — | $3.2M | 13.4% | |
| Money Market Funds * Fidelity Government Money Market Portfolio K a | Mutual Funds | — | — | $2.9M | 12.0% | |
| Fidelity Balanced K a | Mutual Funds | — | — | $2.0M | 8.3% | |
| Fidelity Freedom 2030 K a | Mutual Funds | — | — | $1.8M | 7.6% | |
| American Beacon Large Cap Value Y a | Mutual Funds | — | — | $1.6M | 6.8% | |
| Fidelity 500 Index a | Common Collective Trusts | — | — | $1.5M | 6.3% | |
| Fidelity Freedom 2040 K a | Mutual Funds | — | — | $1.3M | 5.4% | |
| Fidelity Freedom 2035 K a | Mutual Funds | — | — | $995K | 4.1% | |
| Fidelity Diversified International K a | Mutual Funds | — | — | $978K | 4.1% | |
| Fidelity Freedom 2050 K a | Mutual Funds | — | — | $908K | 3.8% | |
| Fidelity Select Technology a | Mutual Funds | — | — | $900K | 3.8% | |
| Fidelity Freedom 2045 K a | Mutual Funds | — | — | $822K | 3.4% | |
| Fidelity Freedom 2015 K a 519 * Fidelity Freedom 2020 K a | Mutual Funds | — | — | $527K | 2.2% | |
| Fidelity US Bond Index a | Mutual Funds | — | — | $486K | 2.0% | |
| Fidelity Freedom Total Bond a | Mutual Funds | — | — | $465K | 1.9% | |
| Fidelity Freedom 2055 K a | Mutual Funds | — | — | $448K | 1.9% | |
| annum, maximum five year term from date of issue $-0- | Other securities | — | — | $396K | 1.6% | |
| Fidelity Select Healthcare a | Mutual Funds | — | — | $307K | 1.3% | |
| Fidelity Freedom 2025 K a | Mutual Funds | — | — | $278K | 1.2% | |
| Fidelity Select Utilities a | Mutual Funds | — | — | $278K | 1.2% | |
| Fidelity Small Cap Growth a | Mutual Funds | — | — | $267K | 1.1% | |
| Fidelity Select Financials a | Mutual Funds | — | — | $226K | 0.9% | |
| Fidelity Freedom 2060 K a | Mutual Funds | — | — | $224K | 0.9% | |
| Fidelity Mid Cap Index a | Mutual Funds | — | — | $214K | 0.9% | |
| Artisan Mid Cap Adv a | Other securities | — | — | $173K | 0.7% | |
| Fidelity Select Consumer Discretionary a | Mutual Funds | — | — | $133K | 0.6% | |
| Fidelity Select Industrials a | Mutual Funds | — | — | $121K | 0.5% | |
| Fidelity Inflation-Protected Bond Index a | Mutual Funds | — | — | $118K | 0.5% | |
| Fidelity Emerging Markets K a | Mutual Funds | — | — | $107K | 0.4% | |
| Glenmede Small Cap Equity Is a | Other securities | — | — | $82K | 0.3% | |
| Fidelity Freedom Income K a | Mutual Funds | — | — | $81K | 0.3% | |
| Fidelity Freedom 2010 K a | Mutual Funds | — | — | $79K | 0.3% | |
| Fidelity Select Energy a | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom 2065 K a | Mutual Funds | — | — | $14K | <0.1% | |
| Cohen & Steers Realty a | Other securities | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index a | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
