John Puleo signed CH Guenther's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CH Guenther's EIN is 74-1508677.
Download the official 2024 Form 5500 (PDF) for CH Guenther from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CH Guenther'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONSULTANT | $32K | — |
| STRATEGIC ADVISORS, 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 Freedom Index 2030 Fund Institutional Premium Class 1,277,115.72 units | Mutual Funds | — | $1.3M | $25.8M | 12.5% | |
| Fidelity 500 Index Fund 114,527.485 units | Common Collective Trusts | — | $115K | $23.4M | 11.4% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 864,405.376 units | Mutual Funds | — | $864K | $21.3M | 10.4% | |
| Great Gray Trust Company Lord Abbett Large Cap Innovation Growth Equity Trust II Class L 1,213,280.895 units | Mutual Funds | — | $1.2M | $16.1M | 7.8% | |
| LA LRGCPGR INN II L GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264534 / PN 697 | Common Collective Trust | — | — | $16.1M | 7.8% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 630,047.506 units | Mutual Funds | — | $630K | $14.7M | 7.1% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 505,724.944 units | Mutual Funds | — | $506K | $13.1M | 6.4% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 620,063.223 units | Mutual Funds | — | $620K | $11.5M | 5.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $10.3M | 5.0% | |
| Fidelity Managed Income Portfolio Class 2 10,930,870.77 units | Mutual Funds | — | $10.9M | $10.3M | 5.0% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 238,191.616 units | Mutual Funds | — | $238K | $6.2M | 3.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $585K | $6.0M | 2.9% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | $513K | $5.5M | 2.7% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class 327,833.688 units | Mutual Funds | — | $328K | $5.2M | 2.5% | |
| participants various maturity dates | Other securities | — | — | $5.1M | 2.5% | |
| American Funds American Funds New Perspective Fund Class R-6 79,549.536 units | Mutual Funds | — | $80K | $4.9M | 2.4% | |
| Massachusetts Financial Services Company MFS Value Fund Class R6 85,645.961 units | Mutual Funds | — | $86K | $4.1M | 2.0% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116832 / PN 531 | Common Collective Trust | — | $318K | $3.9M | 1.9% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 169,401.732 units | Mutual Funds | — | $169K | $3.6M | 1.8% | |
| SEI Trust Company American Century U.S. Small Cap Value Equity Trust 114,607.193 units87372.398 units | Common Stocks | — | $87K | $3.4M | 1.7% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $3.4M | 1.7% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities Fund Class R6 128,955.245 units | Other securities | — | $129K | $2.5M | 1.2% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 87,871.443 units | Other securities | — | $88K | $2.4M | 1.2% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 130,476.524 units | Mutual Funds | — | $130K | $2.4M | 1.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class 158,100.045 units | Mutual Funds | — | $158K | $1.8M | 0.9% | |
| Fidelity Mid Cap Index Fund 53,919.99 units | Common Collective Trusts | — | $54K | $1.8M | 0.9% | |
| Fidelity International Index Fund 31,523.42 units | Common Collective Trusts | — | $32K | $1.5M | 0.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 100,165.062 units | Mutual Funds | — | $100K | $1.5M | 0.7% | |
| Vanguard Federal Money Market Fund Investor Shares 1,212,909.42 units | Mutual Funds | — | $1.2M | $1.2M | 0.6% | |
| Fidelity Small Cap Index Fund 42,846.229 units | Common Collective Trusts | — | $43K | $1.2M | 0.6% | |
| Calvert Equity Fund Class R6 9,248.009 units | Other securities | — | $9K | $855K | 0.4% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class 49,461.238 units | Mutual Funds | — | $49K | $635K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z 21,898.837 units | Common Stocks | — | $22K | $378K | 0.2% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class 25,092.162 units | Mutual Funds | — | $25K | $358K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 258,160.06 units | Mutual Funds | — | $258K | $258K | 0.1% | |
| Parnassus Mid Cap Fund Institutional Shares 6,300.342 units | Other securities | — | $6K | $237K | 0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class 961.761 units | Mutual Funds | — | — | $10K | <0.1% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY · EIN 38-4116832 / PN 533 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $32K | — |
