Elvira Padernal signed Chugh, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chugh, LLP's EIN is 47-3050556.
Download the official 2024 Form 5500 (PDF) for Chugh, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chugh, LLP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| GS DYNAMIC GLOBAL EQUITY - A | Registered Investment Companies | — | — | $3.2M | 18.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.9M | 11.0% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $1.6M | 9.3% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $1.0M | 6.1% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $1.0M | 6.0% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $992K | 5.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $745K | 4.4% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $706K | 4.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $676K | 4.0% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $578K | 3.4% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $464K | 2.7% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $378K | 2.2% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $367K | 2.2% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $354K | 2.1% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $316K | 1.9% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $257K | 1.5% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $236K | 1.4% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $225K | 1.3% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $213K | 1.2% | |
| VICTORY RS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $201K | 1.2% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $198K | 1.2% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $197K | 1.2% | |
| MACQUARIE VALUE A | Registered Investment Companies | — | — | $186K | 1.1% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $176K | 1.0% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $174K | 1.0% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $161K | 0.9% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $133K | 0.8% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $114K | 0.7% | |
| FRANKLIN CORE PLUS BOND A | Registered Investment Companies | — | — | $46K | 0.3% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $42K | 0.2% | |
| NEUBERGER BERMAN REAL EST A | Registered Investment Companies | — | — | $38K | 0.2% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
