Mike Damron signed J.W. Cheatham, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.W. Cheatham, LLC's EIN is 20-1928479.
Download the official 2024 Form 5500 (PDF) for J.W. Cheatham, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.W. Cheatham, 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 |
|---|---|---|---|---|---|
| CESITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION FINANCIAL SERVICES, INC. | — | DULUTH, GA | CONTRACT ADMIN | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $2.7M | 46.3% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $717K | 12.3% | |
| American Funds 2020 Target Date Fund R6 | Mutual Funds | — | — | $518K | 8.9% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $462K | 7.9% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $278K | 4.8% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $255K | 4.4% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $233K | 4.0% | |
| Notes receivable from participants | Other securities | — | — | $228K | 3.9% | |
| American Funds 2010 Target Date Fund R6 | Mutual Funds | — | — | $107K | 1.8% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $44K | 0.7% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $36K | 0.6% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $22K | 0.4% | |
| American Funds US Govt Money Market R6 | Mutual Funds | — | — | $1K | <0.1% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
