Lacey Gutierrez signed CHS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHS, Inc.'s EIN is 41-0251095.
Download the official 2024 Form 5500 (PDF) for CHS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CHS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $465K | — |
| VANGUARD ADVISERS, INC. | 23-2811930 | — | NONE | $436K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $234.1M | 13.1% | |
| Vanguard Tot Bd Mkt Ix Tr Collective trust | Common Collective Trusts | — | — | $109.1M | 6.1% | |
| VFTC INSTITUTL TOTL BND MKT IND TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $109.1M | 6.1% | |
| VANGUARD TRGT RETIRE 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $102.9M | 5.8% | |
| Vanguard Tot Intl St Mkt Ix Tr Collective trust | Common Collective Trusts | — | — | $101.0M | 5.7% | |
| VFTC INST TOTL INTNL SK MKT IND TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $101.0M | 5.7% | |
| VANGUARD TRGT RETIRE 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $98.6M | 5.5% | |
| Vanguard PRIMECAP Adm Mutual funds | Mutual Funds | — | — | $92.2M | 5.2% | |
| VANGUARD TRGT RETIRE 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $91.2M | 5.1% | |
| VANGUARD TRGT RETIRE 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $85.6M | 4.8% | |
| VANGUARD TRGT RETIRE 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $79.6M | 4.5% | |
| VANGUARD TRGT RETIRE 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $73.3M | 4.1% | |
| Vanguard Windsor II Fund Adm Mutual funds | Mutual Funds | — | — | $73.3M | 4.1% | |
| VANGUARD TRGT RETIRE 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $71.2M | 4.0% | |
| Vanguard Capital Opp Admiral Mutual funds | Mutual Funds | — | — | $68.8M | 3.9% | |
| Vanguard Wellington Adm Mutual funds | Mutual Funds | — | — | $63.6M | 3.6% | |
| Allspring Large Cap Growth R6 Mutual funds | Other securities | — | — | $57.4M | 3.2% | |
| VANGUARD INSTUTL EXT MRKT INDX TRST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $56.4M | 3.2% | |
| Vanguard Fed Money Mkt Mutual funds | Mutual Funds | — | — | $48.8M | 2.7% | |
| Vanguard Int'l Growth Adm Mutual funds | Mutual Funds | — | — | $36.4M | 2.0% | |
| VANGUARD TRGT RETIRE 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $34.5M | 1.9% | |
| VANGUARD RETIRE SAVINGS TRST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $29.0M | 1.6% | |
| JPM MidCapValue R6 Mutual funds | Other securities | — | — | $23.7M | 1.3% | |
| VANGUARD TRGT RETIRE 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $22.3M | 1.3% | |
| SMALL CAP VALUE FUND II WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $19.5M | 1.1% | |
| maturities through October 2039. | Other securities | — | — | $16.9M | 0.9% | |
| VANGUARD TRGT RETIRE INCOM TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $15.5M | 0.9% | |
| PIMCO Total Return Fd, Instit Mutual funds | Mutual Funds | — | — | $12.2M | 0.7% | |
| VANGUARD TRGT RETIRE 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.7% | |
| Vanguard Intl Value Fund Mutual funds | Mutual Funds | — | — | $11.6M | 0.6% | |
| Vanguard Brokerage Option Fund Self-directed brokerage fund | Self-Directed Brokerage | — | — | $10.3M | 0.6% | |
| Janus TritonFd Cl N Mutual funds | Mutual Funds | — | — | $9.8M | 0.5% | |
| Vanguard Infla-Prot Sec Instl Mutual funds | Mutual Funds | — | — | $5.9M | 0.3% | |
| VANGUARD TRGT RETIRE 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $951K | <0.1% | |
| VANGUARD TRGT RET INC GROWTH TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $571K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP, INC. | 41-1921960 | — | NONE | $90K | — |
