John McPhee signed Chilewich Sultan LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chilewich Sultan LLC's EIN is 13-3989690.
Download the official 2024 Form 5500 (PDF) for Chilewich Sultan LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chilewich Sultan LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $284 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.3M | 28.4% | |
| BlackRock Equity Dividend Fund Class K " | Other securities | — | — | $778K | 17.2% | |
| BlackRock Global Allocation Fund Class K " | Other securities | — | — | $272K | 6.0% | |
| BlackRock LifePath Index 2040 Fund Class K " | Other securities | — | — | $248K | 5.5% | |
| BlackRock LifePath Index 2050 Fund Class K " | Other securities | — | — | $229K | 5.1% | |
| Macquarie Small Cap Value Fund Class R6 " | Other securities | — | — | $196K | 4.3% | |
| PIMCO RAE International Fund Instl Class " | Mutual Funds | — | — | $182K | 4.0% | |
| BlackRock LifePath Index 2030 Fund Class K " | Other securities | — | — | $155K | 3.4% | |
| BlackRock 80/20 Target Allocation Fund Instl Shares " | Other securities | — | — | $144K | 3.2% | |
| ClearBridge Small Cap Growth Fund Class IS " | Other securities | — | — | $104K | 2.3% | |
| BlackRock LifePath Index 2045 Fund Class K " | Other securities | — | — | $85K | 1.9% | |
| BlackRock Emerging Markets Fund Instl Shares " | Other securities | — | — | $77K | 1.7% | |
| BlackRock LifePath Index 2035 Fund Class K " | Other securities | — | — | $70K | 1.5% | |
| BlackRock Liquidity FedFund " | Other securities | — | — | $69K | 1.5% | |
| BlackRock LifePath Index Retirement Fund Class K " | Other securities | — | — | $59K | 1.3% | |
| BlackRock Multi-Asset Income Portfolio Instl Shares " | Other securities | — | — | $57K | 1.3% | |
| BlackRock LifePath Index Retirement Fund Instl Shares " | Other securities | — | — | $50K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 " | Mutual Funds | — | — | $42K | 0.9% | |
| BlackRock LifePath Index 2060 Fund Class K " | Other securities | — | — | $40K | 0.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $38K | 0.8% | |
| American Funds EuroPacific Growth Fund Class R6 " | Mutual Funds | — | — | $37K | 0.8% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $36K | 0.8% | |
| T. Rowe Price All-Cap Opportunities Fund Class I " | Other securities | — | — | $31K | 0.7% | |
| BlackRock LifePath Index 2065 Fund Class K " | Other securities | — | — | $30K | 0.7% | |
| MFS Global Equity Fund Class R6 " | Mutual Funds | — | — | $28K | 0.6% | |
| Allspring Special Mid Cap Value Fund Class R6 Mutual fund | Other securities | — | — | $28K | 0.6% | |
| BlackRock 20/80 Target Allocation Fund Instl Shares " | Other securities | — | — | $28K | 0.6% | |
| Loomis Sayles Core Plus Bond Fund Class N " | Other securities | — | — | $24K | 0.5% | |
| BlackRock Low Duration Bond Portfolio Class K " | Other securities | — | — | $17K | 0.4% | |
| BlackRock LifePath Index 2055 Fund Class K " | Other securities | — | — | $14K | 0.3% | |
| MFS Research International Fund Class R6 " | Mutual Funds | — | — | $11K | 0.2% | |
| BlackRock Impact Mortgage Fund Instl Shares " | Other securities | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $5K |
| — |
