The Pampered CHEF, Ltd.'s EIN is 36-3269007.
Download the official 2024 Form 5500 (PDF) for The Pampered CHEF, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Pampered CHEF, Ltd.'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 & SMITH | 13-5674085 | NEW YORK, NY | RECORDKEEPING | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | NONE | $16K | — |
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 Stock Index Fund - Institutional Class | Common Collective Trusts | — | — | $7.7M | 12.8% | |
| JP Morgan Equity Income Fund - Class A GM | Other securities | — | — | $7.4M | 12.4% | |
| MFS Massachusetts Investors Growth Stock Fund - Class A GM | Mutual Funds | — | — | $6.0M | 10.1% | |
| MFS Massachusetts Investors Growth Stock Fund - Class A | Mutual Funds | — | — | $4.1M | 6.8% | |
| INVESCO STABLE VALUE RET CLASS 3 INVESCO NATIONAL TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.5% | |
| MFS International Growth Fund - Class A GM | Mutual Funds | — | — | $3.6M | 6.1% | |
| MFS International Intrinsic Value Fund - Class A GM | Mutual Funds | — | — | $3.4M | 5.7% | |
| JP Morgan Equity Income Fund - Class A | Other securities | — | — | $2.8M | 4.6% | |
| Janus Capital Triton Fund - Class I GM ** 37 Janus Capital Balanced Fund - Class A | Mutual Funds | — | — | $1.9M | 3.2% | |
| PGIM Total Return Bond Fund - Class R4 GM | Other securities | — | — | $1.8M | 3.0% | |
| PGIM Total Return Bond Fund - Class R4 | Other securities | — | — | $1.7M | 2.8% | |
| MFS Mid Cap Value Fund - Class A | Mutual Funds | — | — | $1.6M | 2.7% | |
| MFS International Growth Fund - Class A | Mutual Funds | — | — | $1.1M | 1.9% | |
| PGIM Short-Term Corporate Bond Fund- Class A GM | Other securities | — | — | $1.1M | 1.8% | |
| PIMCO Real Return Bond Fund - Class A | Mutual Funds | — | — | $1.1M | 1.8% | |
| MFS Mid Cap Value Fund - Class A GM | Mutual Funds | — | — | $1.1M | 1.8% | |
| Franklin Small Cap Value Fund - Class A GM | Mutual Funds | — | — | $1.1M | 1.8% | |
| American Funds Global Balanced Fund - Class R4 | Mutual Funds | — | — | $1.0M | 1.7% | |
| Eaton Vance Atlanta Capital Small Cap Fund - Class A GM | Other securities | — | — | $1.0M | 1.7% | |
| Neuberger Berman Neuberger Berman Genesis Fund - Institutional Shares GM | Other securities | — | — | $1.0M | 1.7% | |
| Columbia Small Cap Index Fund - Class A | Common Collective Trusts | — | — | $899K | 1.5% | |
| DWS Deutsche Real Estate Securities Fund - Class A GM ** 38 DWS Deutsche Enhanced Commodity Strategy Fund - Class A GM ** 38 Eaton Vance Atlanta Capital Small Cap Fund - Class A | Other securities | — | — | $760K | 1.3% | |
| Janus Capital Triton Fund - Class I | Mutual Funds | — | — | $722K | 1.2% | |
| Participant loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $547K | 0.9% | |
| PGIM High Yield Fund - Class A | Other securities | — | — | $512K | 0.9% | |
| MFS International Intrinsic Value Fund - Class A | Mutual Funds | — | — | $329K | 0.5% | |
| Neuberger Berman Neuberger Berman Genesis Fund - Institutional Shares | Other securities | — | — | $321K | 0.5% | |
| Franklin Small Cap Value Fund - Class A | Mutual Funds | — | — | $317K | 0.5% | |
| DWS Deutsche Real Estate Securities Fund - Class A | Other securities | — | — | $315K | 0.5% | |
| IVESCO STABLE VALUE RETIRE CL 3 GM INVESCO NATIONAL TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $280K | 0.5% | |
| BlackRock Liquidity Funds Fedfund | Mutual Funds | — | — | $186K | 0.3% | |
| PGIM Short-Term Corporate Bond Fund- Class A | Other securities | — | — | $177K | 0.3% | |
| PGIM High Yield Fund - Class A GM | Other securities | — | — | $155K | 0.3% | |
| PIMCO Real Return Bond Fund - Class A GM | Mutual Funds | — | — | $74K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
