Brett Bergman signed KETT Engineering Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KETT Engineering Corporation's EIN is 95-1780668.
Download the official 2024 Form 5500 (PDF) for KETT Engineering Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KETT Engineering Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $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.
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 |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | ACCOUNTANT | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.7M | 24.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 18.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.6M | 15.0% | |
| s * Principal Life Insurance Company Mid Cap Separate Account | Pooled Separate Accounts | — | — | $1.6M | 15.0% | |
| JP Morgan Funds JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.2M | 11.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $685K | 6.3% | |
| JP Morgan Funds JP Morgan Equity Income R2 Fund | Other securities | — | — | $625K | 5.8% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $525K | 4.8% | |
| Nuveen TIAA Lifecycle Index 2040 Fund | Mutual Funds | — | — | $500K | 4.6% | |
| Nuveen TIAA Lifecycle Index 2050 Fund | Mutual Funds | — | — | $453K | 4.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $324K | 3.0% | |
| Nuveen TIAA Lifecycle Index 2030 Fund | Mutual Funds | — | — | $323K | 3.0% | |
| Nuveen TIAA Lifecycle Index 2055 Fund | Mutual Funds | — | — | $300K | 2.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $274K | 2.5% | |
| Nuveen TIAA Lifecycle Index 2045 Fund | Mutual Funds | — | — | $270K | 2.5% | |
| Nuveen TIAA Lifecycle Index 2025 Fund | Mutual Funds | — | — | $237K | 2.2% | |
| Nuveen TIAA Lifecycle Index 2060 Fund | Mutual Funds | — | — | $199K | 1.8% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $162K | 1.5% | |
| American Century Investments American Century Mid Cap Value Inv Fund ** 644 American Century Investments American Century Small Cap Value Inv Fund | Other securities | — | — | $159K | 1.5% | |
| Nuveen TIAA Lifecycle Index 2020 Fund | Mutual Funds | — | — | $157K | 1.4% | |
| Nuveen TIAA Lifecycle Index 2035 Fund | Mutual Funds | — | — | $152K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $135K | 1.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $106K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $103K | 0.9% | |
| Notes receivable from participants Various maturities, 3.25% to 8.50% -- | Bonds / Notes | — | — | $96K | 0.9% | |
| Vanguard Group Vanguard Total Bond Market Index Adm Fund | Mutual Funds | — | — | $57K | 0.5% | |
| Nuveen TIAA Lifecycle Index 2065 Fund | Mutual Funds | — | — | $52K | 0.5% | |
| Nuveen TIAA Lifecycle Index 2015 Fund | Mutual Funds | — | — | $33K | 0.3% | |
| (E) | Other securities | — | — | $22K | 0.2% | |
| American Century Investments American Century Small Cap Growth Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Nuveen TIAA Lifecycle Index 2010 Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Nuveen TIAA Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $6K | <0.1% |
