JEFF Finke signed Chemed Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chemed Corporation's EIN is 31-0791746.
Download the official 2024 Form 5500 (PDF) for Chemed Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chemed Corporation'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 20-8764829 | — | CONSULTANT | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $35.0M | $57.4M | 15.5% | |
| MFS INTRNTL INTRINSIC VL FD R4 MUTUAL FUNDS | Mutual Funds | — | $54.0M | $48.6M | 13.1% | |
| T ROWE PRICE BLUE CHP GRTH INV MUTUAL FUNDS | Mutual Funds | — | $23.7M | $39.7M | 10.7% | |
| JP MORGAN CORE BOND FD CL R5 MUTUAL FUNDS | Other securities | — | $29.6M | $27.4M | 7.4% | |
| AMERICAN BALANCED FUND R5 MUTUAL FUNDS | Other securities | — | $25.6M | $26.9M | 7.2% | |
| CHEMED CORP COMMON STOCK | Common Stocks | — | $4.7M | $26.3M | 7.1% | |
| VANGUARD FEDERAL MONEY MKT INV MONEY MARKET | Mutual Funds | — | $22.7M | $22.7M | 6.1% | |
| PRINCIPAL MIDCAP FUND CL R6 MUTUAL FUNDS | Other securities | — | $20.5M | $21.0M | 5.7% | |
| VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS | Other securities | — | $17.3M | $18.5M | 5.0% | |
| BLACKROCK EQ DIVIDEND I MUTUAL FUNDS | Other securities | — | $19.5M | $18.4M | 5.0% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $12.4M | $12.4M | 3.3% | |
| VANGUARD EXPLORER FUND MUTUAL FUNDS | Mutual Funds | — | $10.2M | $10.1M | 2.7% | |
| WELLS FARGO SHRT DURTION INSTL MUTUAL FUNDS | Other securities | — | $10.1M | $9.5M | 2.6% | |
| LOAN FUND LOANS | Other securities | — | $8.9M | $8.9M | 2.4% | |
| COLUMBIA SMALL CAP VALUE INSTL MUTUAL FUNDS | Other securities | — | $9.2M | $8.2M | 2.2% | |
| PIMCO REAL RETURN FD CL INST MUTUAL FUNDS | Mutual Funds | — | $8.0M | $7.4M | 2.0% | |
| INVESCO INTRNL SML MID COMP A MUTUAL FUNDS | Mutual Funds | — | $5.3M | $4.7M | 1.3% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $484K | $484K | 0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $14K | $14K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEVELAND, OH |
| CONSULTANT |
| $25K |
| — |
| MORGAN STANLEY | 26-4310632 | — | CONSULTANT | $10K | — |
