DINA Howard signed CHEF Works, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHEF Works, Inc.'s EIN is 04-3242029.
Download the official 2024 Form 5500 (PDF) for CHEF Works, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CHEF Works, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $28K | — |
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 | Common Collective Trusts | — | — | $4.1M | 20.3% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.8M | 9.0% | |
| T. Rowe Price Retirement 2025 Trust Class C | Other securities | — | — | $1.3M | 6.6% | |
| TRP RETIRE 2025 C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $1.2M | 5.7% | |
| T. Rowe Price Retirement 2045 Trust Class C | Other securities | — | — | $962K | 4.7% | |
| TRP RETIRE 2045 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $962K | 4.7% | |
| T. Rowe Price Retirement 2035 Trust Class C | Other securities | — | — | $954K | 4.7% | |
| TRP RETIRE 2035 C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $954K | 4.7% | |
| T. Rowe Price Retirement 2040 Trust Class C | Other securities | — | — | $707K | 3.5% | |
| TRP RETIRE 2040 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $707K | 3.5% | |
| T. Rowe Price Retirement 2020 Trust Class C | Other securities | — | — | $698K | 3.4% | |
| TRP RETIRE 2020 C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $698K | 3.4% | |
| T. Rowe Price Retirement 2055 Trust Class C | Other securities | — | — | $671K | 3.3% | |
| TRP RETIRE 2055 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $671K | 3.3% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $652K | 3.2% | |
| T. Rowe Price Retirement 2050 Trust Class C | Other securities | — | — | $637K | 3.1% | |
| TRP RETIRE 2050 C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $637K | 3.1% | |
| T. Rowe Price Retirement 2030 Trust Class C | Other securities | — | — | $553K | 2.7% | |
| TRP RETIRE 2030 C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $553K | 2.7% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $553K | 2.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $498K | 2.4% | |
| TCW MetWest Total Return Bond Fund Plan Class | Other securities | — | — | $476K | 2.3% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $411K | 2.0% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 | Mutual Funds | — | — | $408K | 2.0% | |
| maturing through 2029 -0- | Other securities | — | — | $402K | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $402K | 2.0% | |
| Lincoln Stable Value Account | Stable Value | — | — | $394K | 1.9% | |
| T. Rowe Price Retirement 2060 Trust Class C | Other securities | — | — | $371K | 1.8% | |
| TRP RETIRE 2060 C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $371K | 1.8% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $368K | 1.8% | |
| Brown Advisory Small-Cap Growth Fund Institutional Shares | Other securities | — | — | $340K | 1.7% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $323K | 1.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $285K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $204K | 1.0% | |
| C&S US REALTY O SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $156K | 0.8% | |
| T. Rowe Price Retirement 2010 Trust Class C | Other securities | — | — | $119K | 0.6% | |
| TRP RETIRE 2010 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $119K | 0.6% | |
| American Funds U.S. Government Securities Fund Class R-6 | Mutual Funds | — | — | $104K | 0.5% | |
| T. Rowe Price Retirement 2065 Trust Class C | Other securities | — | — | $88K | 0.4% | |
| TRP RETIRE 2065 C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $88K | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $3K | <0.1% | |
| TRP RETIRE 2015 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% | |
| AC IN RETIRE TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
