Lindsay Jespersen CFO signed Chrome Hearts LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chrome Hearts LLC's EIN is 56-2501506.
Download the official 2023 Form 5500 (PDF) for Chrome Hearts LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Chrome Hearts 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $2.4M | 12.8% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.2M | 6.5% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $1.2M | 6.4% | |
| BlackRock 60/40 Target Allocation K | Other securities | — | — | $1.2M | 6.2% | |
| Schwab Funds Schwab International Index | Mutual Funds | — | — | $1.0M | 5.3% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $805K | 4.2% | |
| BlackRock Lifepath Index 2025 K | Other securities | — | — | $748K | 3.9% | |
| Participant Loans Participant loans, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $739K | 3.9% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $708K | 3.7% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $685K | 3.6% | |
| Vanguard FTSE All-Wld Ex-US Smcp Index Adm | Mutual Funds | — | — | $675K | 3.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $659K | 3.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $608K | 3.2% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $500K | 2.6% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $493K | 2.6% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $490K | 2.6% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | — | $463K | 2.4% | |
| Schwab Funds Schwab S&P 500 Index | Common Collective Trusts | — | — | $433K | 2.3% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $425K | 2.2% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $394K | 2.1% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $380K | 2.0% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $369K | 1.9% | |
| Schwab Funds Schwab Total Stock Market Index | Common Collective Trusts | — | — | $352K | 1.8% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $296K | 1.6% | |
| BlackRock Advantage Corealpha Bond K | Other securities | — | — | $282K | 1.5% | |
| Vanguard Health Care Index Adm | Mutual Funds | — | — | $264K | 1.4% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $242K | 1.3% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $225K | 1.2% | |
| Vanguard FTSE Social Index Adm ** 1 Vanguard Growth Index Adm | Mutual Funds | — | — | $168K | 0.9% | |
| BlackRock Strategic Global Bond K | Other securities | — | — | $162K | 0.8% | |
| Schwab Funds Schwab Fundamental International Large Co Idx | Common Collective Trusts | — | — | $90K | 0.5% | |
| Vanguard Materials Index Adm | Mutual Funds | — | — | $69K | 0.4% | |
| Vanguard Utilities Index Adm | Mutual Funds | — | — | $68K | 0.4% | |
| BlackRock 20/80 Target Allocation K | Other securities | — | — | $64K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $57K | 0.3% | |
| Vanguard Consumer Discretionary Index Adm | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $46K | 0.2% | |
| Vanguard Consumer Staples Index Adm | Mutual Funds | — | — | $23K | 0.1% | |
| Vanguard Industrials Index Adm | Mutual Funds | — | — | $8K | <0.1% | |
| BlackRock 40/60 Target Allocation K | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| BROKER/ADVISER |
| $0 |
| — |
