George NAVO signed Chesapeake Utilities Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chesapeake Utilities Corporation's EIN is 51-0064146.
Download the official 2024 Form 5500 (PDF) for Chesapeake Utilities Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chesapeake Utilities Corporation's plan includes profit-sharing, a 401(k) feature, automatic enrollment.
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 | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $40K | — |
| NFP RETIREMENT, INC |
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trust T. Rowe Price Retirement Income N/R 36 Chesapeake Utilities Corporation * Common stock Fund, 337,614 shares | Common Collective Trusts | — | $17.9M | $41.0M | 18.6% | |
| Investments Mutual Fund Vanguard Inst Index N/R | Mutual Funds | — | — | $20.9M | 9.5% | |
| Common Collective Trust T. Rowe Price Retirement 2030 Fund N/R | Common Collective Trusts | — | — | $19.4M | 8.8% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.4M | 8.8% | |
| Common Collective Trust T. Rowe Price Retirement 2040 Fund N/R | Common Collective Trusts | — | — | $17.3M | 7.9% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.3M | 7.9% | |
| Harbor Capital Appreciation Fund N/R | Mutual Funds | — | — | $15.6M | 7.1% | |
| Common Collective Trust T. Rowe Price Retirement 2035 Fund N/R | Common Collective Trusts | — | — | $14.8M | 6.7% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $14.8M | 6.7% | |
| Common Collective Trust T. Rowe Price Retirement 2050 Fund N/R | Common Collective Trusts | — | — | $10.7M | 4.9% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.7M | 4.9% | |
| Guaranteed Income Fund N/R | Guaranteed Income / GIC | — | — | $10.5M | 4.7% | |
| Common Collective Trust T. Rowe Price Retirement 2045 Fund N/R | Common Collective Trusts | — | — | $8.7M | 4.0% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.7M | 4.0% | |
| PIMCO RAE US FUNDRS N/R | Mutual Funds | — | — | $8.3M | 3.7% | |
| Common Collective Trust T. Rowe Price Retirement 2025 Fund N/R | Common Collective Trusts | — | — | $7.2M | 3.2% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.2M | 3.2% | |
| Vanguard Extended Market Index Mutual Fund Admiral Fund N/R | Mutual Funds | — | — | $5.2M | 2.3% | |
| Notes receivable from participants Interest Rates: 3.25% - 8.50% — | Bonds / Notes | — | — | $4.9M | 2.2% | |
| Common Collective Trust T. Rowe Price Retirement 2055 Fund N/R | Common Collective Trusts | — | — | $4.7M | 2.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.7M | 2.1% | |
| PGIM Total Rtn BD R6 N/R | Mutual Funds | — | — | $4.6M | 2.1% | |
| American Funds Europacific Growth Mutual Fund R6 Fund N/R | Mutual Funds | — | — | $4.4M | 2.0% | |
| CRLN E Mid Cap GR R6 N/R | Mutual Funds | — | — | $4.2M | 1.9% | |
| JPMorgan Mid Cap Value Fund N/R | Mutual Funds | — | — | $3.8M | 1.7% | |
| Common Collective Trust T. Rowe Price Retirement 2020 Fund N/R | Common Collective Trusts | — | — | $3.7M | 1.7% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.7% | |
| Victory Small Company Opportunity Mutual Fund N/R | Common Stocks | — | — | $2.8M | 1.3% | |
| Harbor SCG Ret N/R | Mutual Funds | — | — | $2.5M | 1.1% | |
| Common Collective Trust T. Rowe Price Retirement 2060 Fund N/R | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| Vanguard Total Intl Stock Market Mutual Fund Index Admiral N/R | Mutual Funds | — | — | $1.1M | 0.5% | |
| Common Collective Trust T. Rowe Price Retirement 2065 Fund N/R | Common Collective Trusts | — | — | $530K | 0.2% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $530K | 0.2% | |
| Common Collective Trust T. Rowe Price Retirement 2010 Fund N/R | Common Collective Trusts | — | — | $503K | 0.2% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $503K | 0.2% | |
| Vanguard Total Bond Market Admiral N/R | Mutual Funds | — | — | $479K | 0.2% | |
| Common Collective Trust T. Rowe Price Retirement 2015 Fund N/R | Common Collective Trusts | — | — | $285K | 0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $285K | 0.1% | |
| Common Collective Trust T. Rowe Price Retirement 2005 Fund N/R | Common Collective Trusts | — | — | $214K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $214K | <0.1% | |
| Fid Govt Money Market Fund N/R | Mutual Funds | — | — | $156K | <0.1% | |
| TRP RETIRE BAL A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $36 | <0.1% | |
| TRP RETIRE BAL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0905143 |
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
