Anna Keiderling signed Korean Community Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Korean Community Services Inc.'s EIN is 95-3245254.
Download the official 2024 Form 5500 (PDF) for Korean Community Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Korean Community Services 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEAM ELEVATED ASSET MANAGEMENT, LLC | 87-4601166 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $1.1M | 26.6% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $754K | 17.9% | |
| INVESCO GOVT MONEY MARKET CASH | Registered Investment Companies | — | — | $301K | 7.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $246K | 5.8% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $208K | 4.9% | |
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $140K | 3.3% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $129K | 3.1% | |
| BNYM OPPORTUNISTIC MC VAL A | Registered Investment Companies | — | — | $120K | 2.8% | |
| MFS TECHNOLOGY FUND - R4 | Registered Investment Companies | — | — | $102K | 2.4% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $94K | 2.2% | |
| FEDERATED MID CAP INDEX INST | Registered Investment Companies | — | — | $85K | 2.0% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $82K | 2.0% | |
| FIDELITY ADV LARGE CAP I | Registered Investment Companies | — | — | $80K | 1.9% | |
| AMERICAN FUNDS NEW ECONOMY -R5 | Registered Investment Companies | — | — | $75K | 1.8% | |
| UNDISCOVERED MGRS BHVL VAL L | Registered Investment Companies | — | — | $70K | 1.7% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $54K | 1.3% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $49K | 1.2% | |
| MACQUARIE EXT DURATION BOND IN | Registered Investment Companies | — | — | $48K | 1.1% | |
| WASATCH INTERNATIONAL GR INV | Registered Investment Companies | — | — | $45K | 1.1% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $38K | 0.9% | |
| VAN LONG TERM INVEST GRD - INV | Registered Investment Companies | — | — | $31K | 0.7% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $27K | 0.7% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $25K | 0.6% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $22K | 0.5% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $22K | 0.5% | |
| JOHN HANCOCK INCOME FUND I | Registered Investment Companies | — | — | $21K | 0.5% | |
| THE HARTFORD HEALTHCARE Y | Registered Investment Companies | — | — | $20K | 0.5% | |
| FIDELITY ADVISOR REAL ESTATE I | Registered Investment Companies | — | — | $19K | 0.5% | |
| JOHN HANCOCK DISC VALUE - I | Registered Investment Companies | — | — | $18K | 0.4% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $16K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $13K | 0.3% | |
| FIDELITY ADV LEV CO STOCK I | Registered Investment Companies | — | — | $11K | 0.3% | |
| VIRTUS SEIX HIGH YIELD I | Registered Investment Companies | — | — | $10K | 0.2% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $10K | 0.2% | |
| MAC SCIENCE AND TECH INST | Registered Investment Companies | — | — | $9K | 0.2% | |
| LOOMIS SAYLES STRATEGIC INC-Y | Registered Investment Companies | — | — | $8K | 0.2% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $7K | 0.2% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $6K | 0.1% | |
| JOHN HANCOCK DIS VAL MID CAP I | Registered Investment Companies | — | — | $6K | 0.1% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $5K | 0.1% | |
| BLK NATURAL RES INSTL | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD COMM SVC IDX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $4K | <0.1% | |
| MFS INTERNATIONAL NEW DISC -R4 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMG YACKTMAN I | Registered Investment Companies | — | — | $3K | <0.1% | |
| BWGL GL OPPS BND I | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRUDENTIAL FINANCIAL SVS - Z | Registered Investment Companies | — | — | $1K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND-ADV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
