Chargeurs Protective Inc.'s EIN is 04-3515028.
Download the official 2022 Form 5500 (PDF) for Chargeurs Protective Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Chargeurs Protective 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE 20 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 15.9% | |
| American Funds American Funds 2030 TRGT Date Ret R6 | Mutual Funds | — | — | $2.5M | 15.8% | |
| Loomis Sayles Loomis Sayles Growth Fund Class N | Other securities | — | — | $1.4M | 8.5% | |
| American Funds American Funds 2020 TRGT Date Ret R6 | Mutual Funds | — | — | $886K | 5.5% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $876K | 5.5% | |
| American Funds American Funds 2040 TRGT Date Ret R6 | Mutual Funds | — | — | $862K | 5.4% | |
| iShares S&P 500 Index Fund K | Common Collective Trusts | — | — | $774K | 4.8% | |
| American Funds American Funds 2035 TRGT Date Ret R6 | Mutual Funds | — | — | $756K | 4.7% | |
| First Eagle First Eagle Global Fund Class R6 | Other securities | — | — | $686K | 4.3% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $500K | 3.1% | |
| Participants at various maturity dates through 2027 | Other securities | — | — | $469K | 2.9% | |
| American Funds American Funds 2025 TRGT Date Ret R6 | Mutual Funds | — | — | $441K | 2.8% | |
| Metropolitan West Metwest Total Return Bond Fund | Other securities | — | — | $414K | 2.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $324K | 2.0% | |
| Nuveen Dividend Growth Fund R6 | Mutual Funds | — | — | $311K | 1.9% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $280K | 1.7% | |
| iShares US Aggregate Bond Index Fund K | Common Collective Trusts | — | — | $260K | 1.6% | |
| Delaware Small Cap Core Fund R6 | Other securities | — | — | $225K | 1.4% | |
| American Funds American Funds 2010 TRGT Date Ret R6 | Mutual Funds | — | — | $215K | 1.3% | |
| American Funds American Funds Cap World Grwth Income R6 | Mutual Funds | — | — | $182K | 1.1% | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Other securities | — | — | $168K | 1.0% | |
| Hartford Schroders Hartford Schroders Intl Multi-Cp Val Fund | Other securities | — | — | $164K | 1.0% | |
| American Funds American Funds 2045 TRGT Date Ret R6 | Mutual Funds | — | — | $158K | 1.0% | |
| Alliance Bernstein AB Global Bond Fund Z | Mutual Funds | — | — | $154K | 1.0% | |
| Allspring Special Mid Cap Value Fund R | Other securities | — | — | $148K | 0.9% | |
| American Funds American Funds 2050 TRGT Date Ret R6 | Mutual Funds | — | — | $119K | 0.7% | |
| Delaware Emerging Markets Fund R6 | Other securities | — | — | $102K | 0.6% | |
| American Funds American Funds 2015 TRGT Date Ret R6 | Mutual Funds | — | — | $55K | 0.3% | |
| American Funds American Funds 2060 TRGT Date Ret R6 | Mutual Funds | — | — | $27K | 0.2% | |
| American Funds American Funds 2055 TRGT Date Ret R6 | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds American Funds 2065 TRGT Date Ret R6 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
