Janet Bridges signed Chick-FIL-a, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chick-FIL-a, Inc.'s EIN is 58-0941582.
Download the official 2024 Form 5500 (PDF) for Chick-FIL-a, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chick-FIL-a, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $195K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $141.7M | 12.8% | |
| Fidelity Contrafund Pool CL A Common Collective Trust Fund | Common Collective Trusts | — | — | $105.4M | 9.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $105.4M | 9.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $89.2M | 8.1% | |
| Self-directed brokerage accounts Brokerage account | Self-Directed Brokerage | — | — | $87.5M | 7.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $75.0M | 6.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $74.7M | 6.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $57.4M | 5.2% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $53.9M | 4.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $40.8M | 3.7% | |
| Vanguard Wellington Adm Mutual Fund | Mutual Funds | — | — | $35.9M | 3.2% | |
| Vanguard Mid Cap Index Sig Mutual Fund | Mutual Funds | — | — | $35.0M | 3.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $32.6M | 2.9% | |
| Vanguard FTSE All World Index Mutual Fund | Mutual Funds | — | — | $32.4M | 2.9% | |
| TRP US Mid Cap Value Equity Common Collective Trust Fund | Common Collective Trusts | — | — | $32.3M | 2.9% | |
| TRP US MDCP VAL EQ T. ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $32.3M | 2.9% | |
| Dodge & Cox X Mutual Fund | Mutual Funds | — | — | $25.8M | 2.3% | |
| AF New Persp R6 Mutual Fund | Other securities | — | — | $25.5M | 2.3% | |
| Vang Small Cap Index Sig Mutual Fund | Other securities | — | — | $24.3M | 2.2% | |
| DFA U.S. Large Cap Value Mutual Fund | Mutual Funds | — | — | $20.2M | 1.8% | |
| AF Europac Growth R6 Mutual Fund | Other securities | — | — | $18.8M | 1.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.2M | 1.3% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $14.0M | 1.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $13.5M | 1.2% | |
| Vanguard Explorer Adm Mutual Fund | Mutual Funds | — | — | $13.2M | 1.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.0M | 0.9% | |
| ABF SM CAP Value R6 Mutual Fund ^^ | Other securities | — | — | $7.7M | 0.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.5% | |
| Vanguard REIT Index Mutual Fund | Mutual Funds | — | — | $5.5M | 0.5% | |
| Blackrock Infl Protected IS Mutual Fund | Other securities | — | — | $2.7M | 0.2% | |
| American Century Government Bond R5 Mutual Fund | U.S. Treasuries | — | — | $2.5M | 0.2% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $380K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
