LISA Kaminski signed Kurtzman Carson Consultants LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kurtzman Carson Consultants LLC's EIN is 95-4865159.
Download the official 2024 Form 5500 (PDF) for Kurtzman Carson Consultants LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kurtzman Carson Consultants LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $5.1M | 16.0% | |
| Vanguard Vang Tot Stk Mkt Adm | Mutual Funds | — | — | $5.0M | 15.9% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $4.6M | 14.5% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $3.1M | 9.7% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $2.9M | 9.3% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Money Market Fund Vanguard Vang Vmmr-Fed Mmkt | Mutual Funds | — | — | $965K | 3.0% | |
| Fidelity Investments Parnassus Core Eq Is | Mutual Funds | — | — | $843K | 2.7% | |
| Vanguard Vang Tot Bd Mkt Adm | Mutual Funds | — | — | $743K | 2.3% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $740K | 2.3% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $740K | 2.3% | |
| Vanguard Vang Ftse Aw Idx Adm | Common Collective Trusts | — | — | $489K | 1.5% | |
| Fidelity Investments Dodge & Cox Global I | Mutual Funds | — | — | $442K | 1.4% | |
| Fidelity Investments Boston Tr Smid Cap | Mutual Funds | — | — | $400K | 1.3% | |
| Participant loans 8.75 % to 9.50% - | Bonds / Notes | — | — | $261K | 0.8% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $223K | 0.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $198K | 0.6% | |
| Fidelity Investments Hrdg Lvnr Intl Eq Is | Mutual Funds | — | — | $111K | 0.3% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $110K | 0.3% | |
| Fidelity Investments Pim Total Rt Inst | Mutual Funds | — | — | $108K | 0.3% | |
| Fidelity Investments Dfa Inf Prt Sec Port | Mutual Funds | — | — | $105K | 0.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $32K | 0.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
