ABBY Bender signed Clasen Quality Chocolate's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clasen Quality Chocolate's EIN is 39-1921811.
Download the official 2024 Form 5500 (PDF) for Clasen Quality Chocolate from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clasen Quality Chocolate's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund N/R | Mutual Funds | — | — | $9.6M | 14.3% | |
| Fidelity Freedom 2030 Fund N/R | Mutual Funds | — | — | $7.7M | 11.4% | |
| Fidelity Freedom 2045 Fund N/R | Mutual Funds | — | — | $7.5M | 11.2% | |
| Fidelity Freedom 2050 Fund N/R | Mutual Funds | — | — | $6.3M | 9.3% | |
| Fidelity Freedom 2035 Fund N/R | Mutual Funds | — | — | $5.9M | 8.8% | |
| Fidelity Freedom 2055 Fund N/R | Mutual Funds | — | — | $5.0M | 7.4% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $4.9M | 7.2% | |
| Fidelity Freedom 2060 Fund N/R | Mutual Funds | — | — | $2.8M | 4.2% | |
| Galliard Capital Management Stable Return Fund, Class C N/R | Other securities | — | — | $2.5M | 3.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| Fidelity Freedom 2025 Fund N/R | Mutual Funds | — | — | $2.1M | 3.2% | |
| PGIM Total Return BD R6 N/R | Other securities | — | — | $1.8M | 2.7% | |
| Columbia Dividend Income Fund N/R | Other securities | — | — | $1.8M | 2.6% | |
| Guggenheim Total Return Bond Fund R6 N/R | Other securities | — | — | $1.3M | 1.9% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $866K | 1.3% | |
| Calvert US Large Cap Core Responsible Index N/R | Other securities | — | — | $813K | 1.2% | |
| Fund, Class I American Funds EuroPacific Growth Fund, Class R6 N/R | Mutual Funds | — | — | $715K | 1.1% | |
| Fidelity Freedom 2065 Fund N/R | Mutual Funds | — | — | $690K | 1.0% | |
| MFS Mid Cap Growth Fund R6 N/R | Mutual Funds | — | — | $644K | 1.0% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $574K | 0.8% | |
| MFS Mid Cap Value Fund, Class R6 N/R | Mutual Funds | — | — | $540K | 0.8% | |
| American Funds New World Fund R6 N/R | Mutual Funds | — | — | $540K | 0.8% | |
| Wells Fargo Special Small Cap Value Fund R6 N/R | Other securities | — | — | $448K | 0.7% | |
| Pioneer Strategic Income Fund, Class K N/R | Other securities | — | — | $403K | 0.6% | |
| Fidelity Freedom 2020 Fund N/R | Mutual Funds | — | — | $377K | 0.6% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $329K | 0.5% | |
| BlackRock Health Sciences Opportunities Portfolio, N/R | Other securities | — | — | $322K | 0.5% | |
| Class K * Fidelity Real Estate Index Fund N/R | Common Collective Trusts | — | — | $107K | 0.2% | |
| Fidelity Freedom Income Fund N/R | Mutual Funds | — | — | $80K | 0.1% | |
| Fidelity Freedom 2015 Fund N/R | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity Freedom 2010 Fund N/R | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom 2070 Fund N/R | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
