Karen Wendorf signed CBOE Global Markets, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CBOE Global Markets, Inc.'s EIN is 20-5446972.
Download the official 2023 Form 5500 (PDF) for CBOE Global Markets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CBOE Global Markets, Inc.'s plan includes profit-sharing, a self-directed brokerage window, 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 | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMCB LG CP GR CF-2 JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $86.9M | 20.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $65.8M | 15.3% | |
| Brokerage Link Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $61.5M | 14.3% | |
| FIAM Blend Target Date 2030 Fund " | Other securities | — | — | $21.1M | 4.9% | |
| FID FRDM BLND 2030 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $21.1M | 4.9% | |
| FIAM Blend Target Date 2040 Fund " | Other securities | — | — | $20.8M | 4.8% | |
| FID FRDM BLND 2040 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $20.8M | 4.8% | |
| FIAM Blend Target Date 2045 Fund " | Other securities | — | — | $18.9M | 4.4% | |
| FID FRDM BLND 2045 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $18.9M | 4.4% | |
| FID FRDM BLND 2035 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $16.7M | 3.9% | |
| FIAM Blend Target Date 2035 Fund " | Other securities | — | — | $16.7M | 3.9% | |
| Fidelity Investments Money Market Government Portfolio Fund " | Mutual Funds | — | — | $14.5M | 3.4% | |
| Managed Income Portfolio II Fund " | Other securities | — | — | $12.6M | 2.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $12.6M | 2.9% | |
| FIAM Blend Target Date 2050 Fund " | Other securities | — | — | $11.1M | 2.6% | |
| FID FRDM BLND 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $11.1M | 2.6% | |
| Baron Asset Fund " | Other securities | — | — | $10.3M | 2.4% | |
| FIAM Blend Target Date 2055 Fund " | Other securities | — | — | $9.1M | 2.1% | |
| FID FRDM BLND 2055 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $9.1M | 2.1% | |
| Fidelity Low-Priced Stock Fund " | Mutual Funds | — | — | $9.0M | 2.1% | |
| Vanguard International Value Fund " | Mutual Funds | — | — | $8.3M | 1.9% | |
| FIAM Blend Target Date 2025 Fund " | Other securities | — | — | $8.0M | 1.9% | |
| FID FRDM BLND 2025 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $8.0M | 1.9% | |
| Fidelity Investment Grade Bond Fund " | Mutual Funds | — | — | $7.4M | 1.7% | |
| Fidelity Capital & Income Fund " | Mutual Funds | — | — | $7.3M | 1.7% | |
| FIAM Blend Target Date 2060 Fund " | Other securities | — | — | $5.7M | 1.3% | |
| FID FRDM BLND 2060 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $5.7M | 1.3% | |
| MFS Value Fund " | Mutual Funds | — | — | $5.4M | 1.2% | |
| Fidelity Global EX U.S. Index Fund " | Common Collective Trusts | — | — | $4.0M | 0.9% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $3.8M | 0.9% | |
| FIAM Blend Target Date 2020 Fund " | Other securities | — | — | $3.7M | 0.8% | |
| FID FRDM BLND 2020 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $3.7M | 0.8% | |
| Westwood Quality SmallCap Fund " | Other securities | — | — | $3.6M | 0.8% | |
| Lord Abbett Developing Growth Fund " | Mutual Funds | — | — | $2.6M | 0.6% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $2.4M | 0.6% | |
| SS REAL ASSET C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| FIAM Blend Target Date 2015 Fund " | Other securities | — | — | $1.8M | 0.4% | |
| FID FRDM BLND 2015 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| DFA Emerging Markets Core Equity Fund Mutual fund | Mutual Funds | — | — | $1.8M | 0.4% | |
| FIAM Blend Target Date Income Fund " | Other securities | — | — | $545K | 0.1% | |
| FID FRDM BLEND INC Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $545K | 0.1% | |
| FIAM Blend Target Date 2005 Fund " | Other securities | — | — | $437K | 0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $437K | 0.1% | |
| FIAM Blend Target Date 2010 Fund " | Other securities | — | — | $366K | <0.1% | |
| FID FRDM BLND 2010 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $366K | <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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $7K | — |
