Melanie Young signed Klein Denatale Goldner Cooper's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klein Denatale Goldner Cooper's EIN is 95-2298220.
Download the official 2024 Form 5500 (PDF) for Klein Denatale Goldner Cooper from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Klein Denatale Goldner Cooper'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 14.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.9M | 13.4% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $828K | 5.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $725K | 5.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $719K | 5.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $684K | 4.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $664K | 4.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $624K | 4.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $555K | 3.9% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $551K | 3.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $525K | 3.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $523K | 3.7% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $453K | 3.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $432K | 3.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $393K | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $339K | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $304K | 2.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $265K | 1.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $226K | 1.6% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $205K | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $203K | 1.4% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $157K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $129K | 0.9% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $128K | 0.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $100K | 0.7% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $92K | 0.6% | |
| AMF CONS GRTH INC PORT R6 | Registered Investment Companies | — | — | $91K | 0.6% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $80K | 0.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $74K | 0.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $15K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
