Courtney Gizzarelli signed Chestnut Petroleum Distributors,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chestnut Petroleum Distributors,'s EIN is 14-1789595.
Download the official 2024 Form 5500 (PDF) for Chestnut Petroleum Distributors, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chestnut Petroleum Distributors,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | 13-4023176 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COL SELIGMAN TECH AND INFO R | Registered Investment Companies | — | — | $1.4M | 20.4% | |
| AMERICAN US GOV MONEY MKT R3 | Registered Investment Companies | — | — | $739K | 10.7% | |
| COLUMBIA SELECT LRGCP VAL R | Registered Investment Companies | — | — | $479K | 6.9% | |
| BLACKROCK CAP APPRECIATION R | Registered Investment Companies | — | — | $461K | 6.7% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $363K | 5.3% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $328K | 4.8% | |
| MACQUARIE LG CAP GROWTH R | Registered Investment Companies | — | — | $310K | 4.5% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $294K | 4.3% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $263K | 3.8% | |
| EATONVANCELARGECAPVALUE-R | Registered Investment Companies | — | — | $213K | 3.1% | |
| COLUMBIA HIGH YIELD BOND R | Registered Investment Companies | — | — | $209K | 3.0% | |
| BLACKROCK TOTAL RETURN - R | Registered Investment Companies | — | — | $206K | 3.0% | |
| THORNBURG INTL EQUITY FUND-R3 | Registered Investment Companies | — | — | $202K | 2.9% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $188K | 2.7% | |
| BLACKROCK ADVANT GLOBAL - R | Registered Investment Companies | — | — | $172K | 2.5% | |
| BLACKROCK INTERNATIONAL R | Registered Investment Companies | — | — | $166K | 2.4% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $146K | 2.1% | |
| BLACKROCK MID-CAP VALUE R | Registered Investment Companies | — | — | $142K | 2.1% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $123K | 1.8% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $94K | 1.4% | |
| THORNBURG INV INCBLDR FD -R3 | Registered Investment Companies | — | — | $89K | 1.3% | |
| COLUMBIA EMERG MKT BD R | Registered Investment Companies | — | — | $74K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
