Vijayalakshmi N signed Kaleris' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaleris' EIN is 94-3314201.
Download the official 2024 Form 5500 (PDF) for Kaleris from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaleris' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company | Common Stocks | — | — | $10.2M | 16.3% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $10.2M | 16.3% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $7.5M | 12.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST ANNUITY INSURANCE COMPANY EMPOWER · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $7.5M | 12.0% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $6.6M | 10.6% | |
| PIMCO | Mutual Funds | — | — | $6.0M | 9.7% | |
| Fidelity | Mutual Funds | — | — | $5.5M | 8.8% | |
| Schwab | Mutual Funds | — | — | $5.4M | 8.6% | |
| MFS | Mutual Funds | — | — | $3.7M | 5.9% | |
| Vanguard | Mutual Funds | — | — | $3.2M | 5.1% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $3.2M | 5.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED ANNUITY INSURANCE COMPANY EMPOWER · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.2M | 5.1% | |
| Fidelity | Mutual Funds | — | — | $2.2M | 3.4% | |
| Avantis | Other securities | — | — | $2.1M | 3.3% | |
| T. Rowe Price | Other securities | — | — | $1.4M | 2.2% | |
| Columbia | Other securities | — | — | $1.4M | 2.2% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $1.2M | 1.8% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| MFS | Mutual Funds | — | — | $701K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $555K | 0.9% | |
| Americal Funds | Other securities | — | — | $515K | 0.8% | |
| PGIM | Other securities | — | — | $492K | 0.8% | |
| PIMCO | Mutual Funds | — | — | $379K | 0.6% | |
| Participant Loans | Participant loans | — | — | $289K | 0.5% | |
| Americal Funds | Other securities | — | — | $53K | <0.1% | |
| T. Rowe Price | Other securities | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES, LLC | 04-3523567 | — | NONE | $0 | — |
