Chase Industries, Inc.'s EIN is 31-1503085.
Download the official 2024 Form 5500 (PDF) for Chase Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chase Industries, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | 31-1509466 | — | NONE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $34.7M | 88.7% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2035 I | Common Stocks | — | — | $4.5M | 11.5% | |
| Vanguard Fiduciary Trust Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.3M | 11.1% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2045 I | Common Stocks | — | — | $2.6M | 6.8% | |
| J.P. Morgan Asset Management JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.5M | 6.4% | |
| Fidelity Investments Fidelity Adv Total Bond I | Mutual Funds | — | — | $2.2M | 5.6% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2040 I | Common Stocks | — | — | $2.2M | 5.6% | |
| Dimensional Fund Advisors DFA Intl Core Equity I | Mutual Funds | — | — | $2.1M | 5.4% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2030 I | Common Stocks | — | — | $2.1M | 5.3% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2025 I | Common Stocks | — | — | $1.8M | 4.7% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2050 I | Common Stocks | — | — | $1.8M | 4.7% | |
| Standard Insurance Company Stable Asset Fund | Common Stocks | — | — | $1.6M | 4.2% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2055 I | Common Stocks | — | — | $1.6M | 4.0% | |
| Vanguard Fiduciary Trust Company Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.6M | 4.0% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2060 I | Common Stocks | — | — | $1.5M | 3.8% | |
| various dates through November 2031 | Other securities | — | — | $1.2M | 3.0% | |
| Vanguard Fiduciary Trust Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $976K | 2.5% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2065 I | Common Stocks | — | — | $709K | 1.8% | |
| Carillon Eagle Carillon Eagle MC Growth R6 | Other securities | — | — | $708K | 1.8% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $518K | 1.3% | |
| Vanguard Fiduciary Trust Company Vanguard Balanced Index Adm | Mutual Funds | — | — | $151K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $146K | 0.4% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2020 I | Common Stocks | — | — | $144K | 0.4% | |
| T. Rowe Price Trust Company T. Rowe Price New Horizons I | Common Stocks | — | — | $131K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $81K | 0.2% | |
| PGIM Investments PGIM Global Total Return R6 | Other securities | — | — | $73K | 0.2% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement Bal I | Common Stocks | — | — | $50K | 0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $48K | 0.1% | |
| T. Rowe Price Trust Company T.Rowe Price Retirement 2015 I | Common Stocks | — | — | $41K | 0.1% | |
| Federated Hermes Federated Herm Intl Eq Instl | Other securities | — | — | $41K | 0.1% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $35K | <0.1% | |
| Goldman Sachs Goldman Sachs Emerg Mkt Eq I | Other securities | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
