KARI Fluckey signed Chief Industries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chief Industries Inc.'s EIN is 47-0444429.
Download the official 2024 Form 5500 (PDF) for Chief Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chief Industries Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 20-3230944 | — | NONE | $111K | — |
| FORVIS MAZARS, LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 44-0160260 |
| — |
| NONE |
| $8K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $375 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $27.6M | 21.3% | |
| Personal Choice Retirement Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $13.7M | 10.6% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $10.2M | 7.9% | |
| Vanguard Small Cap Index Admrl Mutual Fund | Mutual Funds | — | — | $8.6M | 6.6% | |
| Schwab Value Advantage Fund Mutual Fund | Mutual Funds | — | — | $7.4M | 5.7% | |
| Sch Treas Infl Pro Secs Inx Mutual Fund 31 * Schwab International Index FD Mutual Fund | Mutual Funds | — | — | $6.6M | 5.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $6.5M | 5.0% | |
| Schwab Target 2035 Index Mutual Fund | Mutual Funds | — | — | $5.2M | 4.0% | |
| Schwab Target 2025 Index Mutual Fund | Mutual Funds | — | — | $4.6M | 3.5% | |
| Schwab Target 2040 Index Mutual Fund | Mutual Funds | — | — | $4.6M | 3.5% | |
| Schwab Target 2050 Index Mutual Fund | Mutual Funds | — | — | $4.0M | 3.1% | |
| Schwab US Aggregate Bond Index Mutual Fund | Mutual Funds | — | — | $3.7M | 2.8% | |
| Schwab Target 2055 Index Mutual Fund | Mutual Funds | — | — | $3.5M | 2.7% | |
| Schwab Target 2045 Index Mutual Fund | Mutual Funds | — | — | $3.4M | 2.6% | |
| Vanguard Developed Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $3.3M | 2.6% | |
| Schwab Target 2030 Index Mutual Fund | Mutual Funds | — | — | $3.3M | 2.5% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $3.0M | 2.3% | |
| Notes receivable from participants Maturing 2025 to 2034, interest rates of 4.75% to 10.50% | Bonds / Notes | — | — | $2.2M | 1.7% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | Mutual Funds | — | — | $2.0M | 1.5% | |
| Schwab Target 2060 Index Mutual Fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| Schwab Target 2065 Index Mutual Fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| Schwab Target 2020 Index Mutual Fund | Mutual Funds | — | — | $1.3M | 1.0% | |
| Schwab Target 2015 Index Mutual Fund | Mutual Funds | — | — | $566K | 0.4% | |
| Vanguard St Corp Bd Inx Adm Mutual Fund | Mutual Funds | — | — | $437K | 0.3% | |
| Dodge & Cox Global Bond Fund X Mutual Fund | Mutual Funds | — | — | $245K | 0.2% | |
| Schwab Target 2010 Index Mutual Fund | Mutual Funds | — | — | $217K | 0.2% | |
| Vanguard High-Yield Corp Adm Mutual Fund | Mutual Funds | — | — | $114K | <0.1% | |
| JP Morgan Hedged Equity R6 Mutual Fund | Other securities | — | — | $110K | <0.1% | |
| Vanguard Emerging Market Bd Ad Mutual Fund | Mutual Funds | — | — | $91K | <0.1% | |
| Vanguard Mortgage-Backed Secs Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Vgd Shrt-Trm Treas Idx Admiral Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
