Kelli Chickos signed AR Franchising, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AR Franchising, Inc.'s EIN is 59-3042337.
Download the official 2024 Form 5500 (PDF) for AR Franchising, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AR Franchising, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PSI ADVISORS LLC | 81-4230782 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.0M | 21.3% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $706K | 14.5% | |
| TRP RETIREMENT 2015 I 899 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $626K | 12.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $437K | 9.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $397K | 8.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $351K | 7.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $276K | 5.7% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $191K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $110K | 2.3% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $98K | 2.0% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $92K | 1.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $88K | 1.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $82K | 1.7% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $43K | 0.9% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $42K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $35K | 0.7% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $32K | 0.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $29K | 0.6% | |
| SCHWAB FUND EMGMKT EQTY IDX | Registered Investment Companies | — | — | $25K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $25K | 0.5% | |
| JPMORGAN CORE PLUS BOND R6 716 REGISTERED INVESTMENT COMPANY DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $25K | 0.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $21K | 0.4% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $18K | 0.4% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $12K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| DODGE & COX BALANCED X | Registered Investment Companies | — | — | $8K | 0.2% | |
| TRP CREDIT OPPORTUNITIES I | Registered Investment Companies | — | — | $8K | 0.2% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $23K |
| — |
