Graham Hershman signed CHR Employees, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHR Employees, LLC's EIN is 84-3936864.
Download the official 2022 Form 5500 (PDF) for CHR Employees, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)CHR Employees, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIRE. SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $28K | — |
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Fidelity 500 Index | Common Collective Trusts | — | — | $411K | 13.3% | |
| Transamerica American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $401K | 12.9% | |
| Transamerica American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $392K | 12.6% | |
| Transamerica Stable Value Advantage Option | Stable Value | — | — | $265K | 8.5% | |
| Transamerica American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $231K | 7.4% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $195K | 6.3% | |
| Transamerica American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $189K | 6.1% | |
| Transamerica Clear Bridge Large Cap Growth IS | Other securities | — | — | $169K | 5.5% | |
| Transamerica American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $156K | 5.0% | |
| Transamerica Stable Value Advantage Option | Stable Value | — | — | $135K | 4.4% | |
| Transamerica Stable Value Advantage Option | Stable Value | — | — | $130K | 4.2% | |
| Transamerica Western Asset Core Bonds IS | Other securities | — | — | $128K | 4.1% | |
| Transamerica American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $110K | 3.5% | |
| Transamerica American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $83K | 2.7% | |
| Transamerica Fidelity Small Cap Index | Mutual Funds | — | — | $64K | 2.1% | |
| Transamerica American Funds New Perspective R6 | Mutual Funds | — | — | $56K | 1.8% | |
| Transamerica American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $55K | 1.8% | |
| Transamerica American Funds Euro Pacific Gr R6 | Mutual Funds | — | — | $52K | 1.7% | |
| Transamerica MFS International Diversification R6 | Mutual Funds | — | — | $47K | 1.5% | |
| Transamerica MFS Value R6 | Mutual Funds | — | — | $42K | 1.4% | |
| Transamerica Pioneer Strategic Income K | Other securities | — | — | $16K | 0.5% | |
| Transamerica American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $16K | 0.5% | |
| Transamerica Expense Budget Account | Other securities | — | — | $8K | 0.3% | |
| Transamerica American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $5K | 0.2% | |
| Registered Investment Companies * Transamerica American Funds 2010 Target Date Retire R6 | Mutual Funds | — | — | $3K | 0.1% | |
| Participant loans Participant notes receivable with interest rates of 4.5% to 6.5% | Bonds / Notes | — | — | $3K | 0.1% | |
| Transamerica American Funds American Balanced R6 | Mutual Funds | — | — | $2K | <0.1% | |
| POOLED SEPARATE ACCOUNTS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SHERIDAN ROAD ADVISORS, LLC | 13-4284240 | — | INVESTMENT ADVISORY-PLAN | $11K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAGLIUCO OPALACZ & ASSOCIATES | 75-3079509 | — | AUDIT | $14K | — |
