Kyle Pienkowski signed Chasedesign, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chasedesign, LLC's EIN is 26-1338531.
Download the official 2024 Form 5500 (PDF) for Chasedesign, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chasedesign, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $61K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $6.9M | 19.2% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $3.6M | 9.9% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $3.5M | 9.8% | |
| American Fund 2040 Target Date Retirement Fund Mutual Fund, 159,966 shares | Other securities | — | — | $3.3M | 9.1% | |
| American Fund 2030 Target Date Retirement Fund Mutual Fund, 181,561 shares | Other securities | — | — | $3.1M | 8.7% | |
| Mass Mutual Insurance Company General Account - 3.00% | Bonds / Notes | — | — | $3.1M | 8.5% | |
| American Fund 2050 Target Date Retirement Fund Mutual Fund, 98,934 shares | Other securities | — | — | $2.1M | 5.7% | |
| MassMutual Mid Cap Growth Fund Mutual Fund, 80,543 shares | Other securities | — | — | $1.5M | 4.2% | |
| American Fund 2045 Target Date Retirement Fund Mutual Fund, 64,151 shares | Other securities | — | — | $1.4M | 3.8% | |
| MFS International Diversification Fund Mutual Fund, 60,431 shares | Mutual Funds | — | — | $1.4M | 3.7% | |
| American Fund 2035 Target Date Retirement Fund Mutual Fund, 68,458 shares | Other securities | — | — | $1.3M | 3.6% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund, 110,444 shares | Other securities | — | — | $1.0M | 2.8% | |
| American Fund 2060 Target Date Retirement Fund Mutual Fund, 48,248 shares | Other securities | — | — | $865K | 2.4% | |
| American Fund 2025 Target Date Retirement Fund Mutual Fund, 49,139 shares | Other securities | — | — | $746K | 2.1% | |
| American Fund 2055 Target Date Retirement Fund Mutual Fund, 26,199 shares | Other securities | — | — | $692K | 1.9% | |
| MassMutual Small Cap Opps Fund Mutual Fund, 29,927 shares | Other securities | — | — | $528K | 1.5% | |
| Fidelity US Bond Index Fund Mutual Fund, 32,115 shares | Common Collective Trusts | — | — | $328K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund, 7,389 shares | Common Collective Trusts | — | — | $205K | 0.6% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $152K | 0.4% | |
| American Fund 2065 Target Date Retirement Fund Mutual Fund, 7,258 shares | Other securities | — | — | $127K | 0.4% | |
| Receivables - notes from participants Participant loans - rates ranging 5.25% - 10.50% | Bonds / Notes | — | — | $105K | 0.3% | |
| American Fund 2015 Target Date Retirement Fund Mutual Fund, 1 share ** 12 American Fund 2020 Target Date Retirement Fund Mutual Fund, 6,808 shares | Other securities | — | — | $92K | 0.3% | |
| Fidelity International Index Fund Mutual Fund, 517 shares | Common Collective Trusts | — | — | $25K | <0.1% | |
| American Fund 2010 Target Date Retirement Fund Mutual Fund, 2,076 shares | Mutual Funds | — | — | $24K | <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 |
|---|---|---|---|---|---|
| FUST CHARLES CHAMBERS LLP | — | SYRACUSE, NY | OTHER | $15K | — |
