Kevin CHAN signed Chinese Information and Service Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chinese Information and Service Center's EIN is 23-7438529.
Download the official 2024 Form 5500 (PDF) for Chinese Information and Service Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chinese Information and Service Center's plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $8K | — |
| EQUITABLE ADVISORS, LLC | 13-4071393 | SYRACUSE, NY | RECORDKEEPER | $4K | — |
| IRON FIDUCIARY | 99-9552241 | — | RECORDKEEPER | $535 | — |
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $141 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | Other securities | — | — | $580K | 40.9% | |
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $367K | 25.9% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | Other securities | — | — | $99K | 7.0% | |
| VIC SYC ESTBLSHD VAL R6 PO MUTUAL FUND | Other securities | — | — | $34K | 2.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $34K | 2.4% | |
| FID FREEINDX 2055 INST PRM MUTUAL FUND | Mutual Funds | — | — | $26K | 1.8% | |
| Vngrd Wisly Inc Adml Mutual Fund | Common Stocks | — | — | $23K | 1.6% | |
| Nationwide Geneva Small Cap Growth Fu Mutual Fund | Other securities | — | — | $18K | 1.3% | |
| Vngrd Ttl Intlstkindx Adml Mutual Fund | Other securities | — | — | $17K | 1.2% | |
| PTNM GR OPPR R6 MUTUAL FUND | Other securities | — | — | $15K | 1.1% | |
| Putnam Growth Opportunities Fund - Clas Mutual Fund | Mutual Funds | — | — | $15K | 1.1% | |
| Fidelity Freedom Index 2045 Fund - Institu Mutual Fund | Mutual Funds | — | — | $14K | 1.0% | |
| Cohenstrs Realest Sec Z Mutual Fund ** 673 * Dfa Emrg Mkts Core Eq 2 Portfolio Inst Mutual Fund ** 790 * Dfa Intl Lgcap Gr Mutual Fund | Mutual Funds | — | — | $14K | 1.0% | |
| Fid Us Bd Indx Mutual Fund | Mutual Funds | — | — | $14K | 1.0% | |
| Blkrk 80/20 Trgtalloc Inst Mutual Fund | Other securities | — | — | $12K | 0.8% | |
| State Street Balanced Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $11K | 0.8% | |
| NW Fixed Select Option Guaranteed Investment Contract | Stable Value | — | — | $10K | 0.7% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund | Other securities | — | — | $10K | 0.7% | |
| BRWNADV SUSTNBL GR INST MUTUAL FUND | Other securities | — | — | $10K | 0.7% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | Other securities | — | — | $10K | 0.7% | |
| Dodge & Cox International Stock Fund Cl Mutual Fund | Mutual Funds | — | — | $10K | 0.7% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $9K | 0.7% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $9K | 0.7% | |
| Fidelity Freedom Index 2050 Fund - Institu Mutual Fund | Mutual Funds | — | — | $9K | 0.6% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $9K | 0.6% | |
| Vngrd Ttl Intl Bd Idx Adml Mutual Fund | Common Collective Trusts | — | — | $9K | 0.6% | |
| CLVRT INTL EQ R6 MUTUAL FUND 141 AVNTS US LGCAP VAL INST MUTUAL FUND | Other securities | — | — | $9K | 0.6% | |
| Jpm Lgcap Gr R6 Mutual Fund | Other securities | — | — | $8K | 0.5% | |
| Vngrd Wndsr Adml Mutual Fund | Other securities | — | — | $7K | 0.5% | |
| Jpm Eq Inc R5 Mutual Fund | Common Stocks | — | — | $7K | 0.5% | |
| Avantis Emerging Markets Equity Fund - I Mutual Fund | Other securities | — | — | $7K | 0.5% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | Other securities | — | — | $7K | 0.5% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $6K | 0.4% | |
| Pimcocomdyrealrtnstratinst Mutual Fund ** 405 * Prncpl Glbl Realest R6 Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Diamond Hill Mdcap I Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Mfs Mdcap Gr R6 Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| FID FREEINDX 2065 INST PRM MUTUAL FUND 265 BLKRK MDCAP GR EQ K MUTUAL FUND | Mutual Funds | — | — | $4K | 0.3% | |
| Blackrock High Yield Portfolio Class K Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| Pimco Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| Legal & General Commodity Strategy Fun Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| Vngrd Gnma Adml Mutual Fund | Agency / Mortgage-Backed | — | — | $3K | 0.2% | |
| Fid Infl Prtct Bd Indx Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Prncpl Mdcap R6 Mutual Fund | Other securities | — | — | $3K | 0.2% | |
| Vngrd Explr Adml Mutual Fund | Other securities | — | — | $3K | 0.2% | |
| Baird Cor Pls Bd Inst Mutual Fund | Other securities | — | — | $2K | 0.2% | |
| Ab Glbl Bd I Mutual Fund ** 303 * Artisan Intl Val Inst Mutual Fund | Other securities | — | — | $2K | 0.2% | |
| AVNTS US SMCAP VAL INST MUTUAL FUND | Other securities | — | — | $2K | 0.2% | |
| Blkrk Mdcap Gr Eq Inst Mutual Fund ** 298 * Blkrk Strat Inc Oppr I Mutual Fund ** 92 * Blkrk Ttl Rtn K Mutual Fund | Common Stocks | — | — | $2K | 0.1% | |
| Fidelity Freedom Index 2010 Fund - Institu Mutual Fund ** 913 * Fidelity Freedom Index 2035 Fund - Institu Mutual Fund ** 891 * Fidelity Freedom Index 2040 Fund Institut Mutual Fund | Mutual Funds | — | — | $2K | 0.1% | |
| Ab Global Bond Fund Class Z Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $126 | — |
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | RECORDKEEPER | $97 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $350 | — |
