Champlain Valley Equipment's EIN is 03-0224700.
Download the official 2024 Form 5500 (PDF) for Champlain Valley Equipment from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Champlain Valley Equipment'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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS, LLC | — | BRISTOL, VT | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Growth Fund of America R6 Mutual fund | Other securities | — | — | $1.2M | 18.8% | |
| American Funds Target Date 2035 R8 Mutual fund | Mutual Funds | — | — | $713K | 11.0% | |
| American Funds Target Date 2045 R9 Mutual fund | Mutual Funds | — | — | $470K | 7.3% | |
| American Funds Target Date 2040 R9 Mutual fund | Mutual Funds | — | — | $465K | 7.2% | |
| American Mutual Fund R6 Mutual fund | Other securities | — | — | $417K | 6.5% | |
| American Balanced Fund R6 Mutual fund | Other securities | — | — | $388K | 6.0% | |
| Capital World Growth and Income Fund R6 Mutual fund | Other securities | — | — | $331K | 5.1% | |
| New World Fund R6 Mutual fund | Other securities | — | — | $305K | 4.7% | |
| American Funds Target Date 2050 R10 Mutual fund | Mutual Funds | — | — | $296K | 4.6% | |
| New Perspective Fund R6 Mutual fund | Other securities | — | — | $259K | 4.0% | |
| American Funds Target Date 2030 R8 Mutual fund | Mutual Funds | — | — | $249K | 3.9% | |
| American Funds Target Date 2025 R7 Mutual fund | Mutual Funds | — | — | $186K | 2.9% | |
| Fundamental Investors R6 Mutual fund | Other securities | — | — | $182K | 2.8% | |
| American Funds Target Date 2055 R10 Mutual fund | Mutual Funds | — | — | $145K | 2.2% | |
| Small Cap World Fund R6 Mutual fund | Other securities | — | — | $144K | 2.2% | |
| The Income Fund of America R6 Mutual fund | Other securities | — | — | $81K | 1.3% | |
| The Bond Fund of America R6 Mutual fund | Other securities | — | — | $79K | 1.2% | |
| Washington Mutual Investors Fund R6 Mutual fund | Other securities | — | — | $69K | 1.1% | |
| American Funds Emerging Markets Bond Fund R6 Mutual fund | Mutual Funds | — | — | $62K | 1.0% | |
| Capital Income Builder R6 Mutual fund | Other securities | — | — | $61K | 0.9% | |
| American Funds Target Date 2060 R11 Mutual fund | Mutual Funds | — | — | $35K | 0.5% | |
| U.S. Government Securities Fund R6 Mutual fund | Other securities | — | — | $35K | 0.5% | |
| American Funds Target Date 2065 R11 Mutual fund | Mutual Funds | — | — | $26K | 0.4% | |
| American Funds Target Date 2020 R7 Mutual fund | Mutual Funds | — | — | $21K | 0.3% | |
| American Funds Corporate Bond Fund R6 Mutual fund | Mutual Funds | — | — | $12K | 0.2% | |
| American Funds Target Date 2010 R6 Mutual fund 168 * American Funds Target Date 2015 R6 Mutual fund | Mutual Funds | — | — | $9K | 0.1% | |
| American Funds U.S. Government Money Market Fund R6 Mutual fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
