Sarah Shephard signed Chloeta Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chloeta Holdings LLC's EIN is 26-3474042.
Download the official 2024 Form 5500 (PDF) for Chloeta Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chloeta Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CGRPS | — | IRVINE, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION LTD | — | OKLAHOMA CITY, OK | THIRD PARTY ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $237K | 17.3% | |
| American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $235K | 17.2% | |
| American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $170K | 12.4% | |
| American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $141K | 10.3% | |
| American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $91K | 6.7% | |
| American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $84K | 6.1% | |
| American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $69K | 5.1% | |
| American Funds 2020 Target Date Retirement | Mutual Funds | — | — | $67K | 4.9% | |
| American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $64K | 4.7% | |
| American Funds 2065 Target Date Retirement | Mutual Funds | — | — | $61K | 4.5% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $28K | 2.0% | |
| American Funds Portfolio Series Growth | Mutual Funds | — | — | $25K | 1.9% | |
| American Funds Portfolio Series Growth and Income | Mutual Funds | — | — | $17K | 1.2% | |
| American Funds AMCAP Fund Class | Mutual Funds | — | — | $9K | 0.7% | |
| Money Market Mutual Fund * American Funds U.S. Government Money Market Fund | Mutual Funds | — | — | $8K | 0.6% | |
| American Funds Portfolio Series Global Growth | Mutual Funds | — | — | $8K | 0.6% | |
| American Funds Capital World Growth And Income | Mutual Funds | — | — | $8K | 0.6% | |
| American Funds Global Insight Fund | Mutual Funds | — | — | $6K | 0.4% | |
| American Funds Global Balanced | Mutual Funds | — | — | $2K | 0.2% | |
| American Funds International Growth and Income Fund | Mutual Funds | — | — | $2K | 0.2% | |
| Notes Receivable From Participants * Interest rate of 1.00% maturing October 2029 | Bonds / Notes | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CGRPS | — | IRVINE, CA | FINANCIAL PROFESSIONAL | — | — |
