Stephanie Matzke signed CAF USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CAF USA, Inc.'s EIN is 52-2125544.
Download the official 2024 Form 5500 (PDF) for CAF USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CAF USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALICENTI ADVISORY SERVICES, INC. | 16-1268242 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 I | Registered Investment Companies | — | — | $1.6M | 14.0% | |
| FA FREEDOM 2025 I | Registered Investment Companies | — | — | $1.4M | 12.7% | |
| FA FREEDOM 2045 I | Registered Investment Companies | — | — | $1.3M | 11.6% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| FA FREEDOM 2040 I | Registered Investment Companies | — | — | $1.0M | 9.2% | |
| FA FREEDOM 2050 I | Registered Investment Companies | — | — | $681K | 6.1% | |
| FIDELITY ADV GRTH OPPS I | Registered Investment Companies | — | — | $672K | 6.0% | |
| FA FREEDOM 2055 I | Registered Investment Companies | — | — | $633K | 5.6% | |
| FA FREEDOM 2035 I | Registered Investment Companies | — | — | $613K | 5.5% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $549K | 4.9% | |
| FA FREEDOM 2020 I | Registered Investment Companies | — | — | $404K | 3.6% | |
| INVESCO DIVERSIFIED DIV Y | Registered Investment Companies | — | — | $98K | 0.9% | |
| AF NEW WORLD FUND R5E | Registered Investment Companies | — | — | $97K | 0.9% | |
| FA FREEDOM 2060 I | Registered Investment Companies | — | — | $92K | 0.8% | |
| FA FREEDOM 2065 I 828 REGISTERED INVESTMENT COMPANY ISHARES US AGGREGATE BD IDX I | Registered Investment Companies | — | — | $78K | 0.7% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $75K | 0.7% | |
| FA FREEDOM INCOME I 470 REGISTERED INVESTMENT COMPANY ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $71K | 0.6% | |
| VICTORY RS SMALL CAP GROWTH Y | Registered Investment Companies | — | — | $62K | 0.6% | |
| FIDELITY ADV LARGE CAP I | Registered Investment Companies | — | — | $60K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $55K | 0.5% | |
| FIDELITY ADVISOR REAL ESTATE I | Registered Investment Companies | — | — | $51K | 0.5% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $50K | 0.4% | |
| FA FREEDOM 2015 I | Registered Investment Companies | — | — | $44K | 0.4% | |
| LAZARD INT STRATEGIC EQ INST | Registered Investment Companies | — | — | $37K | 0.3% | |
| PRINCIPAL SMALLCAP R5 | Registered Investment Companies | — | — | $28K | 0.3% | |
| FA FREEDOM 2010 I | Registered Investment Companies | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $28K |
| — |
