BETH McHenry signed CHH, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHH, LLC's EIN is 16-1458107.
Download the official 2024 Form 5500 (PDF) for CHH, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CHH, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO RAE US SM INSTL 134 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $270K | 22.9% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $170K | 14.4% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $144K | 12.2% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $137K | 11.6% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $100K | 8.5% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $72K | 6.1% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $56K | 4.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $45K | 3.8% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $29K | 2.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $29K | 2.4% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $20K | 1.7% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $20K | 1.7% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $15K | 1.3% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $10K | 0.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $9K | 0.8% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $7K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | 0.2% | |
| Yes No Amount a | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
