Terry Shakarisaz signed Chesmar Homes LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chesmar Homes LLC's EIN is 20-2720694.
Download the official 2024 Form 5500 (PDF) for Chesmar Homes LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chesmar Homes LLC's plan includes a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Mutual Funds | — | — | $10.8M | 16.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $8.5M | 12.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.2M | 12.3% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $6.7M | 10.0% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $6.0M | 9.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $4.8M | 7.2% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $4.4M | 6.6% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2.7M | 4.1% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.5M | 3.7% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $2.3M | 3.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.5M | 2.3% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.2M | 1.7% | |
| EAGLE MID CAP GR 4 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $1.1M | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $939K | 1.4% | |
| Managed Income Portfolio Class 1 | Other securities | — | — | $773K | 1.2% | |
| Putnam Large Cap Value Trust II Class U | Mutual Funds | — | — | $734K | 1.1% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $734K | 1.1% | |
| Columbia Small Cap Index Institutional 2 | Other securities | — | — | $729K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $726K | 1.1% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $577K | 0.9% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $414K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $270K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $205K | 0.3% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $115K | 0.2% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $82K | 0.1% | |
| AS SPL MID CAP VAL U SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $166 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
