Abigail Johanson signed Chatham Financial's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chatham Financial's EIN is 23-2659499.
Download the official 2024 Form 5500 (PDF) for Chatham Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chatham Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $26.3M | $40.2M | 17.2% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $14.4M | $24.0M | 10.2% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $9.4M | $18.4M | 7.9% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $19.3M | $18.2M | 7.8% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $17.1M | $16.1M | 6.9% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $7.1M | $13.6M | 5.8% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $10.6M | $10.1M | 4.3% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $10.3M | $9.7M | 4.1% | |
| VANG EQUITY INC ADM | Common Stocks | — | $7.9M | $8.6M | 3.7% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $7.1M | $6.7M | 2.9% | |
| FID INTL INDEX | Mutual Funds | — | $5.4M | $5.8M | 2.5% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $5.5M | $5.5M | 2.3% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $5.2M | $4.9M | 2.1% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $3.7M | $4.7M | 2.0% | |
| COMMON STOCK | Common Stocks | — | $3.4M | $4.4M | 1.9% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $4.4M | $4.2M | 1.8% | |
| CRLN E MID CAP GR R6 | Other securities | — | $3.9M | $4.0M | 1.7% | |
| FID US BOND IDX | Common Collective Trusts | — | $4.1M | $3.7M | 1.6% | |
| FID SMALL CAP VALUE | Mutual Funds | — | $3.2M | $3.6M | 1.5% | |
| AM CENT MD CP VAL R6 | Other securities | — | $3.6M | $3.4M | 1.5% | |
| FID OVERSEAS K | Mutual Funds | — | $2.3M | $2.9M | 1.3% | |
| FID INTL CAP APPR K6 | Mutual Funds | — | $2.1M | $2.5M | 1.1% | |
| AF BOND FD AMER R6 | Other securities | — | $2.3M | $2.3M | 1.0% | |
| PIF SMALL CAP R6 | Other securities | — | $2.2M | $2.3M | 1.0% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $2.1M | $2.1M | 0.9% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $1.4M | $1.3M | 0.6% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $1.4M | $1.3M | 0.6% | |
| BLKRK HIGH YLD K | Other securities | — | $1.2M | $1.2M | 0.5% | |
| AF NEW WORLD R6 | Other securities | — | $1.1M | $1.1M | 0.5% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $747K | $703K | 0.3% | |
| BLKRK LOW DUR BD K | Other securities | — | $671K | $656K | 0.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $550K | 0.2% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | $516K | $527K | 0.2% | |
| CASH | Cash / Money Market | — | $482K | $482K | 0.2% | |
| J H VENTURE N | Other securities | — | $255K | $248K | 0.1% | |
| FIDELITY FUND | Mutual Funds | — | $181K | $206K | <0.1% | |
| CERT. OF DEP. | Other securities | — | $151K | $151K | <0.1% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $121K | $117K | <0.1% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $97K | $92K | <0.1% | |
| EXTERNAL FUND | Other securities | — | $69K | $71K | <0.1% | |
| OPTION | Other securities | — | $29K | $32K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $5K | <0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $4K | $4K | <0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $689 | $658 | <0.1% | |
| RIGHTS/WARRANTS | Other securities | — | $2K | $18 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
