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Original filing (PDF)20250310065217NAL0015842289001
CHESTER LIMITED MIDWEST, LLC
Form 5500
FILING_RECEIVED
JOHNSTONE SUPPLY OF DETROIT 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESTER LIMITED MIDWEST, LLC.
Plan sponsor
Name
CHESTER LIMITED MIDWEST, LLC
EIN
38-3336773
Address
927 BROWN ROAD · ORION, MI · 48359
Phone
(248) 630-7137
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-05-31
Filed
2025-03-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GORDON ADVISORS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J. SCHWARTZ & COMPANY, INC. | — | — | INVESTMENT ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHIGAN BENEFIT CONSULTING, INC. | — | — | CONTRACT ADMIN | $1K | — |
Investments
9 pooled funds· $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.
Common Collective Trust
$0
7 holdings
Pooled Separate Account
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2025 FUND GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | $0 | — |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | $0 | — |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $0 | — |