Dan Doherty signed KL&a, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KL&a, Inc.'s EIN is 94-3216913.
Download the official 2024 Form 5500 (PDF) for KL&a, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KL&a, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $16.9M | 97.8% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $2.4M | 13.8% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.8M | 10.5% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $1.6M | 9.5% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $606K | 3.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $604K | 3.5% | |
| VICTORY SMALL CAP VALUE COLLECTIVE GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $587K | 3.4% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $521K | 3.0% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $448K | 2.6% | |
| MID CAP VALUE / ROBECO BOSTON PTNRS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $163K | 0.9% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $20K | 0.1% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $14K | <0.1% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $2K | <0.1% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1K | <0.1% |
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $36K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $4K | — |
