CDHA Holdings, LLC's EIN is 81-4463696.
Download the official 2024 Form 5500 (PDF) for CDHA Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDHA Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY FINANCIAL RESOURCES | 48-0409770 | TOPEKA, KS | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.7M | 16.6% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $3.5M | 15.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.4M | 15.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.7M | 12.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 5.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $996K | 4.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $987K | 4.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $699K | 3.1% | |
| Vanguard Total Bond Mkt Index | Mutual Funds | — | — | $442K | 2.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $345K | 1.5% | |
| T Rowe Price Blue Chip Growth R | Mutual Funds | — | — | $315K | 1.4% | |
| Notes Receivable from Participants (Loans) Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $307K | 1.4% | |
| MFS International Diversification | Mutual Funds | — | — | $305K | 1.4% | |
| 1. Children’s Dental Surgery Center of Jackson, LLC 2. 85-2790585 | Other securities | — | — | $288K | 1.3% | |
| Vanguard Developed Mkts Index | Mutual Funds | — | — | $224K | 1.0% | |
| MFS Value | Mutual Funds | — | — | $221K | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $210K | 0.9% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $203K | 0.9% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $199K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $172K | 0.8% | |
| Janus Henderson Balanced | Mutual Funds | — | — | $162K | 0.7% | |
| 1. Children’s Dental Health of Delaware, LLC | Other securities | — | — | $160K | 0.7% | |
| Insurance Contract * Security Benefit Life Insurance Fixed Account – crediting interest rate Company of 1.95% | Bonds / Notes | — | — | $132K | 0.6% | |
| DWS Rreef Real Estate Securities | Mutual Funds | — | — | $95K | 0.4% | |
| Allspring Special Small Cap Value | Other securities | — | — | $89K | 0.4% | |
| Janus Henderson Triton | Mutual Funds | — | — | $88K | 0.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $83K | 0.4% | |
| American Century Emerging Markets | Other securities | — | — | $48K | 0.2% | |
| Blackrock High Yield | Other securities | — | — | $45K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $42K | 0.2% | |
| Allspring Disciplined U.S. Core | Other securities | — | — | $39K | 0.2% | |
| Blackrock Inflation protect Bond | U.S. Treasuries | — | — | $36K | 0.2% | |
| Janus Henderson Flexible Bond | Mutual Funds | — | — | $11K | <0.1% | |
| Pimco Commodity Real Return | Mutual Funds | — | — | $11K | <0.1% | |
| JP Morgan US Small Company | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
