Gary Polega signed Chapman and Cutler LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chapman and Cutler LLP's EIN is 36-2153731.
Download the official 2024 Form 5500 (PDF) for Chapman and Cutler LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapman and Cutler LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS INC. | 20-0822261 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $204.5M | 97.1% | |
| CHAPMAN AND CUTLER MASTER TRUST CHAPMAN AND CUTLER LLP · EIN 36-2153731 / PN 020 | Master Trust | — | — | $204.5M | 97.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MADISON WEALTH MANAGEMENT | 31-1725548 | — | NONE | $21K | — |
| VERHULST WEALTH MANAGEMENT | — | ITASCA, IA | NONE | $16K | — |
| SMEDLEY FINANCIAL SERVICES, INC. | — | SALT LAKE CITY, UT | NONE | $9K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
