Chaffe McCall, L.L.P.'s EIN is 72-0476169.
Download the official 2024 Form 5500 (PDF) for Chaffe McCall, L.L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chaffe McCall, L.L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $35 | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $773K | 39.1% |
| GREAT GEAY T. ROWE PRICE RET 2030 GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | $696K | 35.2% |
| GREAT GEAY T. ROWE PRICE RET 2035 GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | $195K | 9.8% |
| GREAT GEAY T. ROWE PRICE RET 2025 GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | $104K | 5.3% |
| GREAT GEAY T. ROWE PRICE RET 2055 GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | $80K | 4.0% |
| GREAT GEAY T. ROWE PRICE RET 2045 GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | $80K | 4.0% |
| GREAT GEAY T. ROWE PRICE RET 2020 GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | $34K | 1.7% |
| GREAT GEAY T. ROWE PRICE RET 2060 GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | $14K | 0.7% |
| GREAT GEAY T. ROWE PRICE RET 2040 GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | $2K | <0.1% |
| GREAT GEAY T. ROWE PRICE RET 2015 GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | $2K | <0.1% |
| GREAT GEAY T. ROWE PRICE RET 2050 GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEARD MCELROY & VESTAL | — | SHREVEPORT, LA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY | — | GULFPORT, MS | OTHER | $56K | — |
