Michael Sullivan signed Cheney Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cheney Brothers, Inc.'s EIN is 59-1003104.
Download the official 2024 Form 5500 (PDF) for Cheney Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cheney Brothers, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $306K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Chase & Co. Large Cap Growth Fund Class R6 | Common Stocks | — | — | $17.4M | 15.1% | |
| BLACKROCK T-FUND PREMIER CL MONEY MARKET | Cash / Money Market | — | $12.9M | $12.9M | 11.2% | |
| BlackRock Advisors, T-Fund Premier CL | Other securities | — | — | $12.4M | 10.8% | |
| (The Oakmark Funds) IShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $8.6M | 7.5% | |
| Management MFS Investment Value Fund R6 | Mutual Funds | — | — | $6.4M | 5.6% | |
| First Eagle Global Fund Class I | Other securities | — | — | $5.3M | 4.6% | |
| JP Morgan Chase & Co. Core Bond Fund R6 | Common Stocks | — | — | $5.2M | 4.5% | |
| Investment Advisors, LLC Federated Mdt Mid Cap Growth Fund Class R6 | Other securities | — | — | $4.7M | 4.1% | |
| Notes receivable from Interest rates (3.25% to 8.50%) | Bonds / Notes | — | — | $4.3M | 3.7% | |
| LOAN FUND LOANS | Other securities | — | $4.3M | $4.3M | 3.7% | |
| Management MFS Investment Value Fund R6 GM | Mutual Funds | — | — | $4.1M | 3.6% | |
| American Funds T-Fund Premier CL GM | Mutual Funds | — | — | $4.1M | 3.5% | |
| Management MFS Investment International Diversification Fund R4 | Mutual Funds | — | — | $3.8M | 3.3% | |
| Management MFS Investment Growth Fund R6 GM | Mutual Funds | — | — | $3.7M | 3.2% | |
| Macquarie Small Cap Core Fund Institutional Class | Other securities | — | — | $3.6M | 3.1% | |
| Clearbridge Investments Large Cap Growth Fund GM | Other securities | — | — | $3.5M | 3.1% | |
| American Funds T-Fund Premier CL | Mutual Funds | — | — | $2.9M | 2.5% | |
| LLC BlackRock Advisors, Emerging Markets Institutional GM | Other securities | — | — | $2.7M | 2.3% | |
| MFS Investment Growth Fund R6 | Mutual Funds | — | — | $2.2M | 2.0% | |
| Management MFS Investment International Diversification Fund R4 GM | Mutual Funds | — | — | $2.1M | 1.8% | |
| LLC Clearbridge Investments Large Cap Growth Fund | Other securities | — | — | $2.0M | 1.7% | |
| (The Oakmark Funds) Harris Associates L.P. Oakmark International Institutional GM | Other securities | — | — | $2.0M | 1.7% | |
| First Eagle Global Class I GM | Other securities | — | — | $1.9M | 1.6% | |
| Lord Abbett & Co., LLC Short Duration Income Fund Class R6 | Mutual Funds | — | — | $1.5M | 1.3% | |
| BlackRock Advisors, Emerging Markets Institutional | Other securities | — | — | $1.2M | 1.1% | |
| Investment Advisors, LLC Columbia Management US Treasury Index Fund Institutional 2 GM | U.S. Treasuries | — | — | $1.2M | 1.1% | |
| Lord Abbett & Co., LLC Short Duration Income Fund Class R6 GM | Mutual Funds | — | — | $1.2M | 1.1% | |
| JP Morgan Chase & Co. Core Bond Fund R6 GM | Common Stocks | — | — | $1.2M | 1.0% | |
| JP Morgan Chase & Co. Small Cap Equity R6 GM | Common Stocks | — | — | $1.2M | 1.0% | |
| JP Morgan Chase & Co. Small Cap Equity R6 | Common Stocks | — | — | $852K | 0.7% | |
| Macquarie Small Cap Core Fund Institutional Class GM | Other securities | — | — | $813K | 0.7% | |
| LLC BlackRock Advisors, T-Fund Premier CL GM | Other securities | — | — | $607K | 0.5% | |
| LLC BlackRock Advisors, Inflation Protected Class K | Other securities | — | — | $565K | 0.5% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $561K | $561K | 0.5% | |
| Columbia Management US Treasury Index Fund Institutional 2 | U.S. Treasuries | — | — | $544K | 0.5% | |
| Harris Associates L.P. Oakmark International Institutional | Other securities | — | — | $355K | 0.3% | |
| LLC BlackRock Advisors, Inflation Protected Class K GM | Other securities | — | — | $318K | 0.3% | |
| Cash and cash | Cash / Money Market | — | — | $3K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $3K | $3K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
