David Mauger signed Champlain Housing Trust, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Champlain Housing Trust, Inc.'s EIN is 22-2536446.
Download the official 2023 Form 5500 (PDF) for Champlain Housing Trust, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Champlain Housing Trust, Inc.'s plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction, 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 COMPANY OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 Mutual Fund | Other securities | — | — | $1.4M | 17.7% | |
| Blackrock Lifepath Index 2030 Mutual Fund | Other securities | — | — | $1.3M | 16.1% | |
| Blackrock Lifepath Index Retirement Mutual Fund | Other securities | — | — | $1.3M | 15.5% | |
| Blackrock Lifepath Index 2050 Mutual Fund | Other securities | — | — | $880K | 10.8% | |
| Blackrock Lifepath Index 2045 Mutual Fund | Other securities | — | — | $827K | 10.1% | |
| Blackrock Lifepath Index 2040 Mutual Fund | Other securities | — | — | $702K | 8.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $491K | 6.0% | |
| Blackrock Lifepath Index 2055 Mutual Fund | Other securities | — | — | $431K | 5.3% | |
| Blackrock Lifepath Index 2060 Mutual Fund | Other securities | — | — | $286K | 3.5% | |
| Blackrock Lifepath Index 2025 Mutual Fund | Other securities | — | — | $265K | 3.2% | |
| Fidelity Freedom 2040 Mutual Fund | Mutual Funds | — | — | $51K | 0.6% | |
| Guaranteed Interest Fund Fixed Annuities | Other securities | — | — | $50K | 0.6% | |
| Fidelity Balanced Mutual Fund | Mutual Funds | — | — | $38K | 0.5% | |
| Blackrock Lifepath Index 2060 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| MFS Growth Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| American Century Sustainable Equity Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| DFA Social Fixed Income Institutional Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Freedom 2045 Mutual Fund 495 * Fidelity Strategic Income Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Value R6 Mutual Fund 361 Blackrock High Yield Bond Portfolio Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2025 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom Income K Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity International Small Cap Opp Mutual Fund 985 * Fidelity Total Market Index Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Float Rt High Income Mutual Fund 662 * Fidelity International Real Estate Mutual Fund 464 * Fidelity Small Cap Value Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Government Cash Reserve Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity ContraFund Mutual Fund 451 * Fidelity Value Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Intl Sustainability Index Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity New Markets Inc Mutual Fund 792 * Fidelity Small Cap Stock Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Mid Cap Value Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity International Discovery Mutual Fund | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | CHARLOTTE, NC | CONTRACT ADMIN | $7K | — |
