Charlotte Hammond signed Challenge Unlimited Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Challenge Unlimited Inc.'s EIN is 37-0805566.
Download the official 2024 Form 5500 (PDF) for Challenge Unlimited Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Challenge Unlimited Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRILOGY FINANCIAL LLC | — | SAINT LOUIS, MO | INVESTMENT ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Mutual Fund | Mutual Funds | — | — | $1.0M | 21.2% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | Mutual Funds | — | — | $912K | 18.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Mutual Funds | — | — | $666K | 13.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Mutual Funds | — | — | $404K | 8.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Mutual Funds | — | — | $313K | 6.4% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Mutual Funds | — | — | $260K | 5.3% | |
| American Funds Washington Mutual R6 Mutual Fund | Mutual Funds | — | — | $191K | 3.9% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Mutual Funds | — | — | $187K | 3.8% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract | Common Stocks | — | — | $124K | 2.5% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Mutual Funds | — | — | $122K | 2.5% | |
| Federated Hermes Institutional High Yield Bond Mutual Fund ** 890 Fidelity Advisor Small Cap Growth Z Mutual Fund | Mutual Funds | — | — | $121K | 2.5% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Mutual Funds | — | — | $92K | 1.9% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Mutual Funds | — | — | $81K | 1.7% | |
| AB Large Cap Growth Adv Mutual Fund | Other securities | — | — | $61K | 1.2% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $56K | 1.1% | |
| JPMorgan Large Cap Value R6 Mutual Fund ** 920 MassMutual Select Mid Cap Growth I Mutual Fund | Other securities | — | — | $51K | 1.0% | |
| Vanguard Interim-Term Bond Index Adm Mutual Fund | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $33K | 0.7% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $32K | 0.7% | |
| Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $22K | 0.5% | |
| PIMCO Income Instl Mutual Fund ** 523 Principal Real Estate Securities FD R-6 Mutual Fund | Mutual Funds | — | — | $21K | 0.4% | |
| T. Rowe Price Global Multi-Sector BD I Mutual Fund | Other securities | — | — | $17K | 0.4% | |
| Goldman Sachs Intl EQ Insghts R6 Mutual Fund | Other securities | — | — | $14K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Baird Aggregate Bond Inst Mutual Fund ** 539 BNY Mellon Smallcap Stock Index I Mutual Fund | Other securities | — | — | $5K | 0.1% | |
| JPMorgan Core Plus Bond R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | — | ST. LOUIS, MO | CONTRACT ADMIN | $3K | — |
