Megan Chase signed Control Point Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Control Point Associates, Inc.'s EIN is 22-3174930.
Download the official 2024 Form 5500 (PDF) for Control Point Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Control Point Associates, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $38K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK HIGH YLD K | Other securities | — | — | $2.7M | 15.4% | |
| TRP RETIRE BAL | Other securities | — | — | $2.1M | 11.8% | |
| J H ENTERPRISE I | Other securities | — | — | $2.0M | 11.3% | |
| VANG GNMA ADM | Agency / Mortgage-Backed | — | — | $1.6M | 8.9% | |
| J H BALANCED ITA | Other securities | — | — | $1.1M | 6.3% | |
| INTL EQUITY I | Other securities | — | — | $1.1M | 6.1% | |
| PIM MOD DURAT INST | Other securities | — | — | $931K | 5.2% | |
| VANG INFL PROT ADM | Other securities | — | — | $894K | 5.0% | |
| AF GROWTH OF AMER R5 | Other securities | — | — | $842K | 4.7% | |
| DODGE & COX STOCK I | Mutual Funds | — | — | $635K | 3.6% | |
| VANG TOT BD MKT ADM | Other securities | — | — | $432K | 2.4% | |
| AF EUROPAC GROWTH R5 | Other securities | — | — | $310K | 1.7% | |
| AM CENT SM CAP GR IV | Other securities | — | — | $286K | 1.6% | |
| AS SPL MID CP VAL IS | Other securities | — | — | $271K | 1.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $271K | 1.5% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $262K | 1.5% | |
| AS SPL SM CAP VAL IS | Other securities | — | — | $206K | 1.2% | |
| TRP RETIREMENT 2020 | Other securities | — | — | $190K | 1.1% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $176K | 1.0% | |
| VANG ST CP BD IDX AD | Common Collective Trusts | — | — | $162K | 0.9% | |
| VANG TOT INTL STK AD | Other securities | — | — | $150K | 0.8% | |
| TRP RETIREMENT 2040 | Other securities | — | — | $141K | 0.8% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $139K | 0.8% | |
| TRP RETIREMENT 2030 | Other securities | — | — | $122K | 0.7% | |
| TRP RETIREMENT 2060 | Other securities | — | — | $115K | 0.6% | |
| TRP RETIREMENT 2035 | Other securities | — | — | $83K | 0.5% | |
| TRP RETIREMENT 2055 | Other securities | — | — | $81K | 0.5% | |
| TRP RETIREMENT 2025 | Other securities | — | — | $80K | 0.5% | |
| TRP RETIREMENT 2050 | Other securities | — | — | $75K | 0.4% | |
| TRP RETIREMENT 2045 | Other securities | — | — | $53K | 0.3% | |
| VANG 500 INDEX ADM | Common Collective Trusts | — | — | $52K | 0.3% | |
| FID EMERGING MKTS | Mutual Funds | — | — | $25K | 0.1% | |
| FH CAP PRESRVN R6 | Other securities | — | — | $20K | 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 |
|---|---|---|---|---|---|
| WISS | 22-1732349 | — | ACCOUNTANT/AUDITOR | $18K | — |
