CHAD Owen signed Chambers & Owen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chambers & Owen, Inc.'s EIN is 39-1285594.
Download the official 2024 Form 5500 (PDF) for Chambers & Owen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chambers & Owen, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $22K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.3M | 92.2% | |
| [Assets held in common collective trust] | Other | — | — | $552K | 5.5% | |
| GREAT GRAY TRUST STABLE VALUE FD GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065313 / PN 399 | Common Collective Trust | — | — | $490K | 4.9% | |
| [Assets held in participant loans] | Other | — | — | $234K | 2.3% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $62K | 0.6% | |
| GREAT GRAY TRUST EMERGING MKTS FD GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
| NONE |
| $0 |
| — |
