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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $21K | — |
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 | Mutual Funds | — | — | $3.2M | 19.0% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 14.9% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 11.2% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 10.7% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 7.6% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 6.6% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 6.2% | |
| Fidelity | Mutual Funds | — | — | $926K | 5.5% | |
| Vanguard | Mutual Funds | — | — | $664K | 4.0% | |
| Participants | Other securities | — | — | $564K | 3.4% | |
| Vanguard | Mutual Funds | — | — | $554K | 3.3% | |
| American Century | Other securities | — | — | $526K | 3.1% | |
| Vanguard | Mutual Funds | — | — | $126K | 0.8% | |
| JPMorgan | Other securities | — | — | $125K | 0.7% | |
| Putnam | Mutual Funds | — | — | $104K | 0.6% | |
| New York Life | Other securities | — | — | $81K | 0.5% | |
| Hartford | Other securities | — | — | $76K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $61K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $54K | 0.3% | |
| MFS | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $7K | <0.1% | |
| Victory | Other securities | — | — | $7K | <0.1% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $6K | <0.1% | |
| Victory | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
