Robert C. McGowan signed Chiesa Shahinian & Giantomasi PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chiesa Shahinian & Giantomasi PC's EIN is 22-2012591.
Download the official 2024 Form 5500 (PDF) for Chiesa Shahinian & Giantomasi PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chiesa Shahinian & Giantomasi PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | NONE | $456 | — |
| VOYA RETIREMENT INSUR AND ANNUITY | 71-0294708 | — | NONE | $214 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | Mutual Funds | — | — | $2.5M | 14.7% | |
| Fidelity | Mutual Funds | — | — | $1.7M | 10.5% | |
| American Funds | Mutual Funds | — | — | $1.4M | 8.5% | |
| Allspring | Other securities | — | — | $976K | 5.9% | |
| JPMorgan | Other securities | — | — | $966K | 5.8% | |
| American Funds | Mutual Funds | — | — | $941K | 5.7% | |
| American Funds | Mutual Funds | — | — | $940K | 5.6% | |
| Vanguard | Mutual Funds | — | — | $752K | 4.5% | |
| Fidelity | Mutual Funds | — | — | $744K | 4.5% | |
| American Funds | Mutual Funds | — | — | $709K | 4.3% | |
| American Funds | Mutual Funds | — | — | $661K | 4.0% | |
| American Funds | Mutual Funds | — | — | $604K | 3.6% | |
| Fidelity | Mutual Funds | — | — | $601K | 3.6% | |
| Fidelity | Mutual Funds | — | — | $554K | 3.3% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $498K | 3.0% | |
| American Funds | Mutual Funds | — | — | $403K | 2.4% | |
| Putnam | Mutual Funds | — | — | $365K | 2.2% | |
| DFA | Mutual Funds | — | — | $253K | 1.5% | |
| Invesco | Mutual Funds | — | — | $209K | 1.3% | |
| PGIM | Other securities | — | — | $199K | 1.2% | |
| Cohen & Steers | Other securities | — | — | $160K | 1.0% | |
| Connect One | Other securities | — | — | $121K | 0.7% | |
| American Funds | Mutual Funds | — | — | $110K | 0.7% | |
| BlackRock | Other securities | — | — | $100K | 0.6% | |
| PGIM | Other securities | — | — | $67K | 0.4% | |
| American Funds | Mutual Funds | — | — | $43K | 0.3% | |
| ClearBridge | Other securities | — | — | $16K | <0.1% | |
| American Funds | Mutual Funds | — | — | $15K | <0.1% | |
| Notes Receivable from Participants | Other securities | — | — | $7K | <0.1% | |
| American Funds | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $3K | <0.1% | |
| Undiscovered Mgrs | Other securities | — | — | $225 | <0.1% | |
| MFS | Mutual Funds | — | — | $74 | <0.1% | |
| American Century | Other securities | — | — | $74 | <0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 44-0160260 |
| — |
| NONE |
| $30K |
| — |
| NORTHEAST PROFESSIONAL PLANNING | — | SHREWSBURY, NJ | NONE | $3K | — |
