Leigh Boyte signed Jeffrey Chain, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jeffrey Chain, L.P.'s EIN is 36-4064692.
Download the official 2024 Form 5500 (PDF) for Jeffrey Chain, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jeffrey Chain, L.P.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | 62-1254528 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.6M | 29.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.3M | 19.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $715K | 5.8% | |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $699K | 5.7% | |
| Principal Life Insurance Company Mid-cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $418K | 3.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $418K | 3.4% | |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $407K | 3.3% | |
| Principal Life Insurance Company Capital Appreciation Separate Account | Pooled Separate Accounts | — | — | $352K | 2.9% | |
| PRIN CAPITAL APPR SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $352K | 2.9% | |
| PRIN MIDCAP GROWTH III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $313K | 2.6% | |
| PRIN LIFETIME 2060 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $308K | 2.5% | |
| to 8.50% to be repaid through 2029 | Bonds / Notes | — | — | $292K | 2.4% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $291K | 2.4% | |
| Principal Life Insurance Company Large-cap Growth Separate Account | Pooled Separate Accounts | — | — | $280K | 2.3% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $280K | 2.3% | |
| Principal Life Insurance Company Small-cap Growth I Separate Account | Pooled Separate Accounts | — | — | $246K | 2.0% | |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $246K | 2.0% | |
| Principal Life Insurance Company Lifetime Strategic Income Separate Account | Pooled Separate Accounts | — | — | $212K | 1.7% | |
| PRIN LIFETIME STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $212K | 1.7% | |
| Principal Life Insurance Company Diversified International Separate Account | Pooled Separate Accounts | — | — | $174K | 1.4% | |
| PRIN DIVERSIFIED INTL SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $174K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $132K | 1.1% | |
| PRIN LARGECAP VALUE III SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $109K | 0.9% | |
| Principal Life Insurance Company Global Emerging Markets Separate Account | Pooled Separate Accounts | — | — | $79K | 0.6% | |
| PRIN GLBL EMERG MARKETS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $79K | 0.6% | |
| Principal Life Insurance Company Small-cap Value II Separate Account | Pooled Separate Accounts | — | — | $71K | 0.6% | |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $71K | 0.6% | |
| Principal Life Insurance Company Mid-cap Value I Separate Account | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Principal Life Insurance Company Lifetime 2070 Separate Account | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $11K | <0.1% | |
| (E) | Other securities | — | $79K | $11K | <0.1% |
