Justine Murphy signed KERR Group, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KERR Group, LLC's EIN is 95-0898810.
Download the official 2023 Form 5500 (PDF) for KERR Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KERR Group, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | 31-1582098 | — | NONE | $24K | — |
| FIFTH THIRD BANK | 31-0676865 | — | NONE | $11K | — |
| HARDING, SHYMANSKI & CO. | 35-1346211 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Berry Global Group, Inc. Common Stock Common Stock | Common Stocks | — | $423K | $1.4M | 11.3% | |
| Vanguard S&P 500 Mutual Fund | Common Collective Trusts | — | $984K | $1.2M | 10.4% | |
| Federated Government Obligations Premier Money Market Fund | Cash / Money Market | — | $820K | $820K | 6.8% | |
| Vanguard Short-Term Bond Index Mutual Fund | Mutual Funds | — | $486K | $493K | 4.1% | |
| through January 31, 2025 | Other securities | — | $383K | $384K | 3.2% | |
| through August 15, 2031 | Other securities | — | $371K | $371K | 3.1% | |
| through October 15, 2025 | Other securities | — | $326K | $331K | 2.8% | |
| through September 30, 2027 | Other securities | — | $307K | $318K | 2.6% | |
| through February 15, 2033 | Other securities | — | $256K | $260K | 2.2% | |
| February 25, 2029 | Other securities | — | $214K | $185K | 1.5% | |
| May 20, 2025 | Other securities | — | $178K | $164K | 1.4% | |
| March 10, 2025 | Other securities | — | $173K | $164K | 1.4% | |
| through September 1, 2025 | Other securities | — | $172K | $161K | 1.3% | |
| November 25, 2030 | Other securities | — | $175K | $147K | 1.2% | |
| through September 1, 2027 | Other securities | — | $173K | $146K | 1.2% | |
| through September 1, 2028 | Other securities | — | $170K | $144K | 1.2% | |
| through September 15, 2027 | Other securities | — | $145K | $140K | 1.2% | |
| JPMorgan Chase & Co Corporate Bond, Interest rate - variable through October 15, 2030 | Common Stocks | — | $162K | $139K | 1.2% | |
| through January 22, 2030 or Option Call October 22, 2029 | Other securities | — | $163K | $138K | 1.1% | |
| through March 12, 2030 | Other securities | — | $157K | $134K | 1.1% | |
| June 3, 2030 | Other securities | — | $152K | $131K | 1.1% | |
| October 25, 2029 | Other securities | — | $137K | $123K | 1.0% | |
| March 1, 2028 | Other securities | — | $90K | $91K | 0.8% | |
| June 1, 2025 | Other securities | — | $96K | $89K | 0.7% | |
| through March 14, 2034 | Other securities | — | $85K | $89K | 0.7% | |
| Bank of America Corp Corporate Bond, Interest rate - variable through October 20, 2032 | Common Stocks | — | $83K | $88K | 0.7% | |
| April 22, 2030 | Other securities | — | $85K | $87K | 0.7% | |
| Fannie Mae Corporate Bond, Interest rate - variable through February 25, 2027 | Agency / Mortgage-Backed | — | $95K | $84K | 0.7% | |
| through September 11, 2029 | Other securities | — | $92K | $83K | 0.7% | |
| through August 3, 2027 or Option Call June 3, 2027 | Other securities | — | $88K | $83K | 0.7% | |
| September 22, 2031 | Other securities | — | $95K | $83K | 0.7% | |
| October 15, 2024 | Other securities | — | $79K | $80K | 0.7% | |
| through July 30, 2029 or Option Call April 30, 2029 | Other securities | — | $91K | $80K | 0.7% | |
| January 15, 2025 | Other securities | — | $83K | $79K | 0.7% | |
| April 15, 2028 | Other securities | — | $80K | $79K | 0.7% | |
| September 15, 2028 | Other securities | — | $80K | $79K | 0.7% | |
| through July 25, 2025 | Other securities | — | $77K | $79K | 0.7% | |
| through September 15, 2048 | Other securities | — | $75K | $79K | 0.7% | |
| April 4, 2034 | Other securities | — | $75K | $78K | 0.7% | |
| October 1, 2030 | Other securities | — | $75K | $77K | 0.6% | |
| August 12, 2028 | Other securities | — | $85K | $77K | 0.6% | |
| Freddie Mac Corporate Bond, Interest rate - variable, through July 25, 2029 | Agency / Mortgage-Backed | — | $76K | $77K | 0.6% | |
| November 2, 2028 | Other securities | — | $84K | $76K | 0.6% | |
| June 15, 2030 | Other securities | — | $84K | $74K | 0.6% | |
| October 21, 2031 | Other securities | — | $85K | $74K | 0.6% | |
| Morgan Stanley Corporate Bond, Interest rate - variable through January 22, 2031 | Other securities | — | $85K | $73K | 0.6% | |
| Citigroup Inc Corporate Bond, Interest rate - variable through January 29, 2031 | Common Stocks | — | $81K | $73K | 0.6% | |
| Capital One Financial Corp Corporate Bond, Interest rate - variable through February 1, 2030 or Option Call February 1, 2029 | Common Stocks | — | $70K | $72K | 0.6% | |
| through November 29, 2027 | Other securities | — | $81K | $71K | 0.6% | |
| Bank of New York Mellon Co. Corporate Bond, Interest rate - variable through February 1, 2034 or Option Call February 1, 2033 | Common Stocks | — | $67K | $70K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
