Diana Hobbins signed Olivier Cheng Catering and Event's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olivier Cheng Catering and Event's EIN is 01-0661561.
Download the official 2023 Form 5500 (PDF) for Olivier Cheng Catering and Event from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Olivier Cheng Catering and Event'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RMR WEALTH BUILDERS INC | 11-2812983 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $263K | 19.8% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $261K | 19.6% | |
| AB LARGE CAP GROWTH FUND Z 3 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $200K | 15.0% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $137K | 10.3% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $131K | 9.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $107K | 8.0% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $70K | 5.2% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $47K | 3.6% | |
| MFS MID CAP VALUE FUND - R6 3 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $45K | 3.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $9K | 0.7% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $6K | 0.4% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $6K | 0.4% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $6K | 0.4% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4K | 0.3% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| DFA EMG MKT CORE EQ - I | Registered Investment Companies | — | — | $2K | 0.2% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | 0.2% | |
| BLACKROCK HIGH YIELD BOND K 899 REGISTERED INVESTMENT COMPANY FEDERATED MDT MDCP GR R6 | 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.
