Carl Capps signed Cherokee Brick & Tile Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cherokee Brick & Tile Company's EIN is 58-0190940.
Download the official 2024 Form 5500 (PDF) for Cherokee Brick & Tile Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cherokee Brick & Tile Company'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Trgt Date Retire R5e | Mutual Funds | — | — | $1.3M | 16.6% | |
| American Funds American Funds 2020 Trgt Date Retire R5e | Mutual Funds | — | — | $821K | 10.8% | |
| American Funds American Funds 2040 Trgt Date Retire R5e | Mutual Funds | — | — | $800K | 10.5% | |
| American Funds American Funds 2030 Trgt Date Retire R5e | Mutual Funds | — | — | $622K | 8.2% | |
| American Funds American Funds 2025 Trgt Date Retire R5e | Mutual Funds | — | — | $600K | 7.9% | |
| American Funds American Funds Invmt Co Of Amer R5e | Mutual Funds | — | — | $538K | 7.1% | |
| EB MAGIC 50 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $417K | 5.5% | |
| American Funds American Funds 2045 Trgt Date Retire R5e | Mutual Funds | — | — | $405K | 5.3% | |
| Columbia Small Cap Index Instl 2 | Other securities | — | — | $211K | 2.8% | |
| American Funds American Funds Eupac R5e | Mutual Funds | — | — | $174K | 2.3% | |
| American Funds American Funds 2050 Trgt Date Retire R5e | Mutual Funds | — | — | $155K | 2.0% | |
| Participant loans 4.25 - 10.00% -0- | Bonds / Notes | — | — | $149K | 2.0% | |
| American Funds American Funds Bond Fund Of Amer R5e | Mutual Funds | — | — | $114K | 1.5% | |
| American Funds American Funds New World R5e | Mutual Funds | — | — | $108K | 1.4% | |
| T. Rowe T. Rowe Price Equity Index 500 | Common Collective Trusts | — | — | $106K | 1.4% | |
| American Funds American Funds Amcap R5e | Mutual Funds | — | — | $102K | 1.3% | |
| American Funds American Funds Washington Mutual R5e | Mutual Funds | — | — | $98K | 1.3% | |
| Hartford Schroders Hartford Schroders Intl Multi Cp Val R5 | Other securities | — | — | $81K | 1.1% | |
| American Funds American Funds 2055 Trgt Date Retire R5e | Mutual Funds | — | — | $69K | 0.9% | |
| American Funds American Funds 2065 Target Date Fund R5e | Mutual Funds | — | — | $63K | 0.8% | |
| American Funds Principal Global Real Estate Sec R6 | Mutual Funds | — | — | $38K | 0.5% | |
| American Funds American Funds 2060 Trgt Date Retire R5e | Mutual Funds | — | — | $38K | 0.5% | |
| Interest bearing cash | Cash / Money Market | — | — | $26K | 0.3% | |
| American Funds American Funds Inflation Linked Bd R5e | Mutual Funds | — | — | $7K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / 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.
