Joyce Harris signed Chestnut Hill South LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chestnut Hill South LLC's EIN is 06-0886642.
Download the official 2024 Form 5500 (PDF) for Chestnut Hill South LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chestnut Hill South LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.7M | 98.4% | |
| GGA CONSV BAL 1 ALTA TRUST COMPANY · EIN 84-3423177 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.9% | |
| GGA FIXED INCOME 1 ALTA TRUST COMPANY · EIN 84-3453785 / PN 001 | Common Collective Trust | — | — | $107K | 0.6% | |
| GGA AGGR BAL 1 ALTA TRUST COMPANY · EIN 84-3379391 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| GGA AGGR ALL EQ 1 ALTA TRUST COMPANY · EIN 84-3358930 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
