Atkins Kroll, Inc.'s EIN is 94-2254396.
Download the official 2024 Form 5500 (PDF) for Atkins Kroll, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atkins Kroll, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASC TRUST, LLC | — | HAGATNA, GU | TRUSTEE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASC DYNAMIC RETIREMENT TRUST ASC TRUST, LLC · EIN 66-0886903 / PN 001 | Common Collective Trust | — | — | $9.1M | 56.6% | |
| Vanguard Institutional Index I Mutual Fund; 4,455 units | Mutual Funds | — | $4K | $2.1M | 13.3% | |
| Select Target Date Profile 2035 Common/Collective Trust Fund; 85,447 units | Common Collective Trusts | — | $85K | $1.6M | 10.2% | |
| Select Target Date Profile 2030 Common/Collective Trust Fund; 81,510 units | Common Collective Trusts | — | $82K | $1.4M | 8.9% | |
| Select Target Date Profile 2040 Common/Collective Trust Fund; 70,573 units | Common Collective Trusts | — | $71K | $1.4M | 8.9% | |
| Fidelity® Select Software & IT Svcs Port Mutual Fund; 48,118 units | Mutual Funds | — | $48K | $1.3M | 8.2% | |
| Select Target Date Profile 2025 Common/Collective Trust Fund; 64,945 units | Common Collective Trusts | — | $65K | $1.1M | 6.7% | |
| 6.25% per annum with maturity dates through 2044 | Bonds / Notes | — | — | $904K | 5.6% | |
| Select Target Date Profile 2045 Common/Collective Trust Fund; 40,134 units | Common Collective Trusts | — | $40K | $836K | 5.2% | |
| DRT Growth for Retirement Common/Collective Trust Fund; 34,643 units | Common Collective Trusts | — | $35K | $778K | 4.9% | |
| Fidelity® Inv MM Fds Money Market I Money Market Mutual Fund; 587,618 units | Mutual Funds | — | $588K | $614K | 3.8% | |
| Select Target Date Profile 2055 Common/Collective Trust Fund; 21,020 units | Common Collective Trusts | — | $21K | $439K | 2.7% | |
| DRT Balanced Fund Common/Collective Trust Fund; 23,261 units | Common Collective Trusts | — | $23K | $435K | 2.7% | |
| Select Target Date Profile 2050 Common/Collective Trust Fund; 18,032 units | Common Collective Trusts | — | $18K | $377K | 2.4% | |
| BlackRock Health Sciences Opps Instl Mutual Fund; 4,050 units | Other securities | — | $4K | $272K | 1.7% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund; 3,184 units | Other securities | — | $3K | $248K | 1.6% | |
| Select Target Date Profile 2060 Common/Collective Trust Fund; 9,964 units | Common Collective Trusts | — | $10K | $191K | 1.2% | |
| Vanguard Total Bond Market Index I Mutual Fund; 19,335 units | Mutual Funds | — | $19K | $183K | 1.1% | |
| Vanguard Mid Cap Index Institutional Mutual Fund; 2,394 units | Mutual Funds | — | $2K | $173K | 1.1% | |
| Select Target Date Profile 2015 Common/Collective Trust Fund; 10,682 units | Common Collective Trusts | — | $11K | $157K | 1.0% | |
| PRIMECAP Odyssey Stock Mutual Fund; 4,090 units | Mutual Funds | — | $4K | $137K | 0.9% | |
| Select Target Date Profile 2020 Common/Collective Trust Fund; 8,386 units | Common Collective Trusts | — | $8K | $131K | 0.8% | |
| Harbor Capital Appreciation Instl Mutual Fund; 1,081 units | Other securities | — | $1K | $123K | 0.8% | |
| iShares Gold Trust Mutual Fund; 2,223 units | Other securities | — | $2K | $110K | 0.7% | |
| DRT Conservative Fund Common/Collective Trust Fund; 6,763 units | Common Collective Trusts | — | $7K | $95K | 0.6% | |
| iShares US Energy ETF Mutual Fund; 2,092 units | Other securities | — | $2K | $95K | 0.6% | |
| Vanguard Total Intl Stock Index I Mutual Fund; 705 units | Mutual Funds | — | — | $89K | 0.6% | |
| STABLE VALUE FUND C WELLS FARGO BANK NA · EIN 76-0727727 / PN 001 | Common Collective Trust | — | $1K | $81K | 0.5% | |
| Franklin Small-Mid Cap Growth A Mutual Fund; 2,031 units | Mutual Funds | — | $2K | $79K | 0.5% | |
| Brown Advisory Growth Equity Inv Mutual Fund; 4,444 units | Other securities | — | $4K | $73K | 0.5% | |
| Select Target Date Profile 2010 Common/Collective Trust Fund; 3,285 units | Common Collective Trusts | — | $3K | $46K | 0.3% | |
| JPMorgan Small Cap Growth A Mutual Fund; 2,482 units | Other securities | — | $2K | $44K | 0.3% | |
| AMG TimesSquare Small Cap Growth I Mutual Fund; 3,160 units | Other securities | — | $3K | $41K | 0.3% | |
| Putnam Large Cap Value Y Mutual Fund; 1,184 units | Mutual Funds | — | $1K | $41K | 0.3% | |
| Allspring Emerging Markets Equity Inst Mutual Fund; 1,510 units | Other securities | — | $2K | $39K | 0.2% | |
| Nationwide Institutional Service Mutual Fund; 1,203 units | Other securities | — | $1K | $37K | 0.2% | |
| Causeway International Value Instl Mutual Fund; 1,899 units | Other securities | — | $2K | $35K | 0.2% | |
| VanEck Global Resources Fund Y Mutual Fund; 929 units | Other securities | — | — | $35K | 0.2% | |
| Select Target Date Profile 2065 Common/Collective Trust Fund; 1,967 units | Common Collective Trusts | — | $2K | $23K | 0.1% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Fund; 567 units | Other securities | — | — | $15K | <0.1% | |
| Vanguard Real Estate Index Institutional Mutual Fund; 605 units | Mutual Funds | — | — | $12K | <0.1% | |
| BlackRock Inflation Protected Bond Instl Mutual Fund; 734 units | Other securities | — | — | $7K | <0.1% | |
| Wasatch Small Cap Value Institutional Mutual Fund; 653 units | Other securities | — | — | $7K | <0.1% | |
| MFS International Growth I Mutual Fund; 35 units | 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.
