Charthop, Inc.'s EIN is 37-1880111.
Download the official 2024 Form 5500 (PDF) for Charthop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charthop, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.1M | 30.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $868K | 23.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $548K | 14.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $233K | 6.2% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $218K | 5.8% | |
| Vanguard Target Retirement 2035 Fund ** 578 Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $167K | 4.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $148K | 3.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $117K | 3.1% | |
| Fidelity International Index | Mutual Funds | — | — | $86K | 2.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $80K | 2.1% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $41K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $28K | 0.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $22K | 0.6% | |
| Schwab Government Money Market Fund | Mutual Funds | — | — | $18K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $17K | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $15K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14K | 0.4% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $8K | 0.2% | |
| Cohen & Steers Realty Shares Fund Class L | 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.
