DOUG Wall signed Cheeseman LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cheeseman LLC's EIN is 26-1465565.
Download the official 2024 Form 5500 (PDF) for Cheeseman LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cheeseman LLC'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 | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $3.2M | 18.9% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $1.5M | 9.0% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $1.3M | 7.6% | |
| FID US BOND IDX Mutual Fund 996 * FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.3M | 7.4% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $1.0M | 6.0% | |
| FID CAPITAL APPREC Mutual Fund | Mutual Funds | — | — | $1.0M | 5.9% | |
| FID BALANCED Mutual Fund | Mutual Funds | — | — | $857K | 5.0% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $850K | 5.0% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $738K | 4.3% | |
| FID SEL HEALTHCARE Mutual Fund | Mutual Funds | — | — | $543K | 3.2% | |
| VRS PARTNERS Y Mutual Fund | Other securities | — | — | $480K | 2.8% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $478K | 2.8% | |
| PUTN LG CAP VAL R5 Mutual Fund | Other securities | — | — | $395K | 2.3% | |
| FID FREEDOM 2050 K Money Market Trust | Mutual Funds | — | — | $346K | 2.0% | |
| FID INTL DISCOVERY Mutual Fund | Mutual Funds | — | — | $333K | 1.9% | |
| Participant loans Interest rates 3.25% - 8.5% | Bonds / Notes | — | — | $322K | 1.9% | |
| PIF SHORT TERM INC A Mutual Fund | Common Stocks | — | — | $303K | 1.8% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $289K | 1.7% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $264K | 1.5% | |
| FID FREEDOM 2020 K Money Market Trust | Mutual Funds | — | — | $247K | 1.4% | |
| PIMCO TOT RETURN ADM Mutual Fund | Mutual Funds | — | — | $235K | 1.4% | |
| JH DSCPL VAL MDCP R4 Mutual Fund | Other securities | — | — | $188K | 1.1% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $164K | 1.0% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $147K | 0.9% | |
| BROKERAGELINK CASH Money Market Fund | Cash / Money Market | — | — | $110K | 0.6% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $108K | 0.6% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $93K | 0.5% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $91K | 0.5% | |
| FID SMALL CAP GROWTH Mutual Fund | Mutual Funds | — | — | $90K | 0.5% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
