Shannon Althea Porter signed Challenge Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Challenge Industries, Inc.'s EIN is 16-0956917.
Download the official 2024 Form 5500 (PDF) for Challenge Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Challenge Industries, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE INVESTMENTS, LLC | 06-1375177 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRowePrc Retirement 2025 Fund Registered Investment Company | Common Stocks | — | — | $512K | 22.7% | |
| TRowePrc Retirement 2030 Fund Registered Investment Company | Common Stocks | — | — | $331K | 14.7% | |
| TRowePrc Retirement 2020 Fund Registered Investment Company | Common Stocks | — | — | $296K | 13.1% | |
| TRowePrc Retirement 2045 Fund Registered Investment Company | Common Stocks | — | — | $246K | 10.9% | |
| TRowePrc Retirement 2035 Fund Registered Investment Company | Common Stocks | — | — | $230K | 10.2% | |
| TRowePrc Retirement 2010 Fund Registered Investment Company | Common Stocks | — | — | $128K | 5.7% | |
| TRowePrc Retirement 2015 Fund Registered Investment Company | Common Stocks | — | — | $111K | 4.9% | |
| TRowePrc Retirement 2050 Fund Registered Investment Company | Common Stocks | — | — | $107K | 4.7% | |
| TRowePrc Retirement 2040 Fund Registered Investment Company | Common Stocks | — | — | $84K | 3.7% | |
| Mutual of America Interest Accumulation Account Insurance Company General Account Contract | Common Stocks | — | — | $46K | 2.0% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $39K | 1.7% | |
| Maturing through 2029 with interest Notes Receivable from Participants rates ranging from 5.85% to 9.50% | Bonds / Notes | — | — | $27K | 1.2% | |
| Participants Loans Rate of 9.50% | Bonds / Notes | — | — | $27K | 1.2% | |
| TRowePrc Retirement 2055 Fund Registered Investment Company | Common Stocks | — | — | $17K | 0.8% | |
| Voya Fixed Account Insurance Company General Account Contract | Common Stocks | — | — | $17K | 0.7% | |
| JPMorgan U.S. Res Enhanc Eq R6 Registered Investment Co | Common Stocks | — | — | $17K | 0.7% | |
| TRowePrc Retirement 2060 Fund Registered Investment Company | Common Stocks | — | — | $11K | 0.5% | |
| Vangrd Strategic Eqty Fnd Inv Registered Investment Co | Common Stocks | — | — | $9K | 0.4% | |
| JPMorgan Mid Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $8K | 0.4% | |
| Vanguard Small-Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $8K | 0.3% | |
| DWS Capital Growth VIP Pooled Separate Account 566 Mutual of America All America Fund Pooled Separate Account 333 Vanguard VIF International Portfolio Pooled Separate Account 375 American Funds New Perspective Registered Investment Company | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $5K | 0.2% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIANT RETIRE INC. | 87-1649469 | — | NONE | $6K | — |
