JON Dearment signed Channellock, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Channellock, Inc.'s EIN is 25-0399850.
Download the official 2023 Form 5500 (PDF) for Channellock, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Channellock, Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST CO | 42-1558009 | — | NONE | $91K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock | Other securities | — | — | $6.2M | 14.7% | |
| Vanguard | Mutual Funds | — | — | $5.8M | 13.9% | |
| Diamond Hill | Other securities | — | — | $4.3M | 10.4% | |
| Hartford | Other securities | — | — | $4.2M | 10.1% | |
| Harbor | Other securities | — | — | $4.2M | 10.1% | |
| Charles Schwab | Mutual Funds | — | — | $3.0M | 7.2% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 6.9% | |
| Charles Schwab | Mutual Funds | — | — | $2.3M | 5.6% | |
| Nuveen | Mutual Funds | — | — | $1.8M | 4.2% | |
| Victory | Other securities | — | — | $1.7M | 4.1% | |
| Brown Advisory | Other securities | — | — | $1.7M | 4.1% | |
| BlackRock | Other securities | — | — | $1.7M | 4.0% | |
| Jenson | Other securities | — | — | $1.5M | 3.5% | |
| Charles Schwab | Mutual Funds | — | — | $439K | 1.0% | |
| Citizens Bank | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
