William H Fenstermaker signed C.H. Fenstermaker & Associates, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.H. Fenstermaker & Associates, L.L.C.'s EIN is 72-0945751.
Download the official 2024 Form 5500 (PDF) for C.H. Fenstermaker & Associates, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.H. Fenstermaker & Associates, L.L.C.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLOWER & ASSOCIATES, INC. | 72-0894768 | LAFAYETTE, LA | SERVICE PROVIDER | $10K | — |
| RAYMOND JAMES & ASSOCIATES |
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.
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| 59-2937883 |
| ST. PETERSBURG, FL |
| SERVICE PROVIDER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $22.3M | 91.8% | |
| American Funds American Fund Growth Fnd R6 | Mutual Funds | — | — | $3.3M | 13.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Large Cap Growth Fund 8 | Common Stocks | — | — | $2.4M | 9.9% | |
| American Funds American Funds Wash Mutual Inv R6 | Mutual Funds | — | — | $1.8M | 7.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2045 Portfolio Z | Common Stocks | — | — | $1.8M | 7.3% | |
| Eaton Vance Eaton Vance Atlanta Cap SMID-Cp F R6 | Other securities | — | — | $1.2M | 5.0% | |
| American Funds American Funds Fundmental Inv R6 | Mutual Funds | — | — | $1.1M | 4.4% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2035 Portfolio Z | Common Stocks | — | — | $989K | 4.1% | |
| American Funds American Fund New Perspective R6 | Mutual Funds | — | — | $960K | 3.9% | |
| American Funds American Funds Am Balanced R6 | Mutual Funds | — | — | $845K | 3.5% | |
| Company * Self Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $820K | 3.4% | |
| Voya Retirement Insurance and Annuity Voya Index Solution 2055 Portfolio Z | Other securities | — | — | $641K | 2.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $639K | 2.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2050 Portfolio Z | Common Stocks | — | — | $622K | 2.6% | |
| Company * Voya Retirement Insurance and Annuity Voya Intermediate Bond Fund R6 | Common Stocks | — | — | $594K | 2.4% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $568K | 2.3% | |
| Voya Retirement Insurance and Annuity Voya Fixed Account, at contract value | Other securities | — | — | $495K | 2.0% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution Income Port Z | Common Stocks | — | — | $463K | 1.9% | |
| American Funds American Funds EuroPacific Grw R6 | Mutual Funds | — | — | $453K | 1.9% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $406K | 1.7% | |
| Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst | Mutual Funds | — | — | $309K | 1.3% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2040 Portfolio Z | Common Stocks | — | — | $299K | 1.2% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $287K | 1.2% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2060 Portfolio Z | Common Stocks | — | — | $280K | 1.2% | |
| Company * Notes receivable from participants Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $256K | 1.1% | |
| Victory Capital Management Victory Sycmr Established Value F | Other securities | — | — | $212K | 0.9% | |
| American Funds American Funds Cap Inc Builder R6 | Mutual Funds | — | — | $173K | 0.7% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2025 Portfolio Z | Common Stocks | — | — | $164K | 0.7% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2030 Portfolio Z | Common Stocks | — | — | $146K | 0.6% | |
| Invesco Diversified Dividend Fund R6 | Mutual Funds | — | — | $118K | 0.5% | |
| ClearBridge ClrBrg Small Cap Growth Fnd IS | Other securities | — | — | $102K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $97K | 0.4% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst | Mutual Funds | — | — | $77K | 0.3% | |
| Company * Voya Retirement Insurance and Annuity Voya Index Solution 2065 Portfolio Z | Common Stocks | — | — | $66K | 0.3% | |
| PIMCO Intl Bd Fnd Unhdg Ins | Mutual Funds | — | — | $57K | 0.2% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $45K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Inst | Mutual Funds | — | — | $44K | 0.2% | |
| Voya Retirement Insurance and Annuity Voya Gov Money Mkt Fund Holding Acct | Cash / Money Market | — | — | $10K | <0.1% |
