Brandon Conkle signed Chenmed, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chenmed, LLC's EIN is 46-3929096.
Download the official 2024 Form 5500 (PDF) for Chenmed, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chenmed, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $592K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $32.5M | 14.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $30.2M | 13.9% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $26.0M | 11.9% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $23.5M | 10.8% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $21.3M | 9.8% | |
| Prin Real Estate Secs Inst Fd | Other securities | — | $0 | $17.1M | 7.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $14.9M | 6.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $9.0M | 4.1% | |
| Participant Loans | Participant loans | — | $0 | $7.0M | 3.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $6.2M | 2.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $3.3M | 1.5% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $3.0M | 1.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $2.8M | 1.3% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $2.4M | 1.1% | |
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | $0 | $2.0M | 0.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $1.8M | 0.8% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $1.8M | 0.8% | |
| Franklin Small Cap Grth R6 Fd | Mutual Funds | — | $0 | $1.7M | 0.8% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $1.7M | 0.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $1.4M | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $1.3M | 0.6% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $942K | 0.4% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | $0 | $891K | 0.4% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $825K | 0.4% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $811K | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $727K | 0.3% | |
| Am Funds New Economy R6 Fund | Other securities | — | $0 | $705K | 0.3% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $600K | 0.3% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $547K | 0.3% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $457K | 0.2% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $263K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALSTON & BIRD LLP | 58-0137615 | — | LEGAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INV ADV, PARTICIPANTS | $0 | — |
| CROWE LLP | 35-0921680 | — | OTHER SERVICES | $0 | — |
