Zachary Gostling signed Chemical & Industrial Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chemical & Industrial Engineering, Inc.'s EIN is 61-1034946.
Download the official 2024 Form 5500 (PDF) for Chemical & Industrial Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chemical & Industrial Engineering, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | $0 | $7.4M | 14.6% | |
| JPMorgan | Other securities | — | $0 | $4.3M | 8.5% | |
| JPMCB SMARTRETIREMENT PASV BLD 2040 JP MORGAN FUNDS · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.5% | |
| MFS | Mutual Funds | — | $0 | $4.2M | 8.3% | |
| JPMorgan | Other securities | — | $0 | $3.7M | 7.4% | |
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.4% | |
| JPMorgan | Other securities | — | $0 | $3.2M | 6.4% | |
| JPMCB SMARTRETIREMENT PASV BLND 203 JP MORGAN FUNDS · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.4% | |
| T. Rowe Price | Other securities | — | $0 | $3.0M | 6.0% | |
| Putnam | Mutual Funds | — | $0 | $2.5M | 4.9% | |
| MFS | Mutual Funds | — | $0 | $2.1M | 4.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $2.1M | 4.1% | |
| Empower | Other securities | — | $0 | $1.9M | 3.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.8M | 3.5% | |
| American Century Investments | Other securities | — | $0 | $1.7M | 3.5% | |
| MFS | Mutual Funds | — | $0 | $1.7M | 3.3% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.6M | 3.1% | |
| JPMorgan | Other securities | — | $0 | $1.4M | 2.9% | |
| JPMCB SMARTRETIREMENT PASV BLD 2020 JP MORGAN FUNDS · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| JPMorgan | Other securities | — | $0 | $1.4M | 2.7% | |
| JPMCB SMARTRET PASSIVE BLND 2060 CF JP MORGAN FUNDS · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $918K | 1.8% | |
| Fidelity Investments | Mutual Funds | — | — | $909K | 1.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $799K | 1.6% | |
| Invesco | Mutual Funds | — | $0 | $732K | 1.4% | |
| Franklin Templeton Investments | Mutual Funds | — | $0 | $706K | 1.4% | |
| Wells Fargo Funds | Other securities | — | $0 | $600K | 1.2% | |
| JPMorgan | Other securities | — | $0 | $439K | 0.9% | |
| JPMCB SMARTRETIREMENT PASV BLND INC JP MORGAN FUNDS · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $439K | 0.9% | |
| JPMorgan | Other securities | — | $0 | $327K | 0.6% | |
| JPMCB SMARTRETIREMENT PASV BLND 204 JP MORGAN FUNDS · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $327K | 0.6% | |
| JPMorgan | Other securities | — | $0 | $236K | 0.5% | |
| JPMCB SMARTRETIREMENT PASV BLD 2035 JP MORGAN FUNDS · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $236K | 0.5% | |
| Participant Loans | Participant loans | — | $0 | $224K | 0.4% | |
| PIMCO | Mutual Funds | — | $0 | $186K | 0.4% | |
| JPMorgan | Other securities | — | $0 | $173K | 0.3% | |
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $173K | 0.3% | |
| JPMorgan | Other securities | — | $0 | $165K | 0.3% | |
| JPMCB SMARTRETIREMENT PASV BLND 206 JP MORGAN FUNDS · EIN 92-0268504 / PN 001 | Common Collective Trust | — | — | $165K | 0.3% | |
| JPMorgan | Other securities | — | $0 | $94K | 0.2% | |
| JPMCB SMARTRETIREMENT PASV BLD 2025 JP MORGAN FUNDS · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $94K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| NONE |
| $50 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANOLOGY INC | — | ALEXANDRIA, VA | INVESTMENT ADVISOR | $11K | — |
