Vanessa Perkins signed CHS Employee Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHS Employee Group, LLC's EIN is 23-2704721.
Download the official 2024 Form 5500 (PDF) for CHS Employee Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CHS Employee Group, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, 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 COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | — | NEW YORK, NY | INVESTMENT ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $18.6M | 18.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $9.9M | 9.9% | |
| Empower Guaranteed income Fund | Other securities | — | — | $9.7M | 9.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $8.5M | 8.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $7.8M | 7.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $7.0M | 7.0% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $5.2M | 5.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $4.6M | 4.6% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $4.6M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $4.4M | 4.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $3.9M | 3.9% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $3.3M | 3.3% | |
| T. Rowe Price Spectrum Income Fund | Other securities | — | — | $2.4M | 2.4% | |
| Empower Equity Strategy Fund | Other securities | — | — | $1.7M | 1.7% | |
| SA/T. ROWE PRICE EQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $1.7M | 1.7% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.5M | 1.5% | |
| Undiscovered MGRS Behavioral Value R6 | Other securities | — | — | $1.4M | 1.4% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $1.1M | 1.1% | |
| with various maturity dates through February 2037 - | Other securities | — | — | $846K | 0.8% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $787K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $749K | 0.7% | |
| T. Rowe Price U.S. Treasury Intermediate Fund | Other securities | — | — | $711K | 0.7% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $565K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $466K | 0.5% | |
| DoubleLine Funds Trust Core Fixed Income Fund | Other securities | — | — | $391K | 0.4% | |
| AllSpring Real Return R6 | Other securities | — | — | $296K | 0.3% | |
| PGIM Investments Jennison Emerging Markets EQ R6 Fund | Other securities | — | — | $167K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $81K | <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 |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | — | ATLANTA, GA | ATTORNEY | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
