Tasha Graham signed KONG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KONG, Inc.'s EIN is 98-0629818.
Download the official 2024 Form 5500 (PDF) for KONG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KONG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | CONSULTANT\ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $8.6M | 48.1% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $2.5M | 14.0% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $2.5M | 13.9% | |
| Fidelity Emerging Markets Fund Mutual fund | Mutual Funds | — | — | $1.2M | 6.9% | |
| DFA Real Estate Securities Portfolio Fund Mutual fund | Mutual Funds | — | — | $654K | 3.7% | |
| Vanguard Information Technology Index Fund Mutual fund | Common Collective Trusts | — | — | $402K | 2.3% | |
| BlackRock LifePath Index 2055 Fund Mutual fund | Other securities | — | — | $360K | 2.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $180K | 1.0% | |
| BlackRock LifePath Index 2050 Fund Mutual fund | Other securities | — | — | $143K | 0.8% | |
| Notes Receivable from Participants (participant loans) Interest rates 6.50% - 9.50% -0- | Bonds / Notes | — | — | $136K | 0.8% | |
| BlackRock Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $134K | 0.8% | |
| Fidelity BrokerageLink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $122K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $108K | 0.6% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $108K | 0.6% | |
| BlackRock LifePath Index 2040 Fund Mutual fund | Other securities | — | — | $98K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $93K | 0.5% | |
| BlackRock LifePath Index 2045 Fund Mutual fund | Other securities | — | — | $82K | 0.5% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $72K | 0.4% | |
| BlackRock LifePath Index 2060 Fund Mutual fund | Other securities | — | — | $55K | 0.3% | |
| John Hancock Flexible Bond Fund Mutual fund | Other securities | — | — | $42K | 0.2% | |
| Principal Mid Cap Value Fund Mutual fund | Other securities | — | — | $29K | 0.2% | |
| PGIM High Yield Fund Mutual fund | Other securities | — | — | $26K | 0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $23K | 0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $19K | 0.1% | |
| BlackRock LifePath Index 2065 Fund Mutual fund | Other securities | — | — | $11K | <0.1% | |
| BlackRock LifePath Index 2035 Fund Mutual fund | Other securities | — | — | $11K | <0.1% | |
| BlackRock LifePath Index 2030 Fund Mutual fund | Other securities | — | — | $8K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
