Samantha Becker signed Champions Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Champions Group's EIN is 33-0896958.
Download the official 2024 Form 5500 (PDF) for Champions Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Champions Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target 2030 Fund | Mutual Funds | — | — | $6.7M | 15.9% | |
| Vanguard Institutional Target 2050 Fund | Mutual Funds | — | — | $5.5M | 13.0% | |
| Vanguard Institutional Target 2045 Fund | Mutual Funds | — | — | $5.3M | 12.6% | |
| Vanguard Institutional Target 2040 Fund | Mutual Funds | — | — | $4.7M | 11.2% | |
| Vanguard Institutional Target 2055 Fund | Mutual Funds | — | — | $4.2M | 9.9% | |
| Vanguard Institutional Target 2035 Fund | Mutual Funds | — | — | $3.1M | 7.3% | |
| Vanguard Institutional Target 2020 Fund | Mutual Funds | — | — | $2.7M | 6.5% | |
| Vanguard Institutional Target 2060 Fund | Mutual Funds | — | — | $2.0M | 4.9% | |
| Vanguard Institutional Target 2025 Fund | Mutual Funds | — | — | $1.9M | 4.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 4.4% | |
| Participant Loans | Participant loans | — | — | $1.0M | 2.5% | |
| New York Life Anchor Account | Other securities | — | — | $974K | 2.3% | |
| Vanguard Institutional Target 2065 Fund | Mutual Funds | — | — | $860K | 2.0% | |
| Vanguard Institutional Retirement Fund | Mutual Funds | — | — | $463K | 1.1% | |
| Am Century Growth R6 Fund | Other securities | — | — | $255K | 0.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $105K | 0.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $99K | 0.2% | |
| Vanguard Institutional Target 2070 Fund | Mutual Funds | — | — | $86K | 0.2% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $48K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $37K | <0.1% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $34K | <0.1% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $25K | <0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $15K | <0.1% | |
| Hartford International Opportunities Fund | Other securities | — | — | $14K | <0.1% | |
| JPMorgan Core Bond R6 Fund | Other securities | — | — | $11K | <0.1% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $8K | <0.1% | |
| Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $6K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
