Porsha VASS signed Blue CHIP Talent's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue CHIP Talent's EIN is 38-3155344.
Download the official 2024 Form 5500 (PDF) for Blue CHIP Talent from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue CHIP Talent'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY, LLP | 20-0694403 | — | ACCOUNTANT | $17K |
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 | |||||
|---|---|---|---|---|---|---|
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $1.2M | 15.3% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $890K | 11.3% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $734K | 9.3% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $664K | 8.4% | |
| CLEARBRIDGE INTL GROWTH FI | Registered Investment Companies | — | — | $647K | 8.2% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $534K | 6.8% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $405K | 5.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $342K | 4.3% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $304K | 3.9% | |
| STATE ST TARG RET 2060 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 453 | Common Collective Trust | — | — | $271K | 3.4% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $250K | 3.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $235K | 3.0% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $206K | 2.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $165K | 2.1% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $163K | 2.1% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $126K | 1.6% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $116K | 1.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $111K | 1.4% | |
| JPM SMALL CAP VALUE FD R3 | Registered Investment Companies | — | — | $105K | 1.3% | |
| BWGL GLB OP BD A | Registered Investment Companies | — | — | $93K | 1.2% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $72K | 0.9% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $65K | 0.8% | |
| MACQUARIE HIGH INCOME A | Registered Investment Companies | — | — | $60K | 0.8% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $46K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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