Chris Sparks signed The AZEK Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The AZEK Group LLC's EIN is 20-2779385.
Download the official 2024 Form 5500 (PDF) for The AZEK Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The AZEK Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $178K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRetirement Blend 2030 Fund Mutual Fund | Other securities | — | — | $12.7M | 11.5% | |
| JP Morgan SmartRetirement Blend 2040 Fund Mutual Fund | Other securities | — | — | $11.7M | 10.6% | |
| JP Morgan SmartRetirement Blend 2045 Fund Mutual Fund | Other securities | — | — | $11.5M | 10.4% | |
| JP Morgan SmartRetirement Blend 2035 Fund Mutual Fund | Other securities | — | — | $9.8M | 8.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.2M | 8.4% | |
| JP Morgan SmartRetirement Blend 2050 Fund Mutual Fund | Other securities | — | — | $9.0M | 8.2% | |
| JP Morgan SmartRetirement Blend 2055 Fund Mutual Fund | Other securities | — | — | $7.7M | 7.0% | |
| JP Morgan SmartRetirement Blend 2060 Fund Mutual Fund | Other securities | — | — | $7.6M | 6.9% | |
| JP Morgan SmartRetirement Blend 2025 Fund Mutual Fund | Other securities | — | — | $6.8M | 6.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $4.8M | 4.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.2M | 2.9% | |
| Participant loans Outstanding participant loans (interest rates from 4.25%-9.50%); Maturities through 2041 - | Bonds / Notes | — | — | $2.6M | 2.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.8% | |
| JP Morgan SmartRetirement Blend 2020 Fund Mutual Fund | Other securities | — | — | $1.9M | 1.7% | |
| T. Rowe Price Equity Income Fund Mutual Fund | Other securities | — | — | $1.1M | 1.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| METLIFE SV SOL IV J GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $981K | 0.9% | |
| Thornburg Better World International Fund Mutual Fund | Other securities | — | — | $827K | 0.8% | |
| Neuberger Berman Genesis Fund Mutual Fund | Other securities | — | — | $671K | 0.6% | |
| JP Morgan SmartRetirement Blend Income Fund Mutual Fund | Other securities | — | — | $655K | 0.6% | |
| Fidelity U.S Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $562K | 0.5% | |
| Fidelity Real Restate Index Fund Mutual Fund | Common Collective Trusts | — | — | $537K | 0.5% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $529K | 0.5% | |
| Invesco Developing Markets Fund Mutual Fund | Mutual Funds | — | — | $459K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $330K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $292K | 0.3% | |
| Fidelity Government Money Market Fund Mutual Fund ** 246 Guggenheim Total Return Bond Fund Mutual Fund | Mutual Funds | — | — | $277K | 0.3% | |
| Janus Henderson Multi-Sector Income Fund Mutual Fund | Mutual Funds | — | — | $265K | 0.2% | |
| Calamos Market Neutral Income Fund Mutual Fund | Other securities | — | — | $200K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $162K | 0.1% | |
| Virtus Convertible Fund Mutual Fund | Other securities | — | — | $161K | 0.1% | |
| AQR Risk-Balanced Commodities Strategy Fund Mutual Fund | Other securities | — | — | $122K | 0.1% | |
| Dodge & Cox Global Bond Fund Mutual Fund | Mutual Funds | — | — | $112K | 0.1% | |
| Thornburg Limited Term Income Fund Mutual Fund | Other securities | — | — | $34K | <0.1% | |
| JP Morgan SmartRetirement Blend 2065 Fund Mutual Fund | Other securities | — | — | $22K | <0.1% | |
| ONEAMERICA STABLE VALUE FUND CL Z BMO HARRIS BANK NA · EIN 39-6490536 / 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.
| 13-2638166 |
| — |
| ADVISOR |
| $89K |
| — |
