Jeffery Lindblom signed Classy Closets ETC., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Classy Closets ETC., Inc.'s EIN is 86-0617113.
Download the official 2024 Form 5500 (PDF) for Classy Closets ETC., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Classy Closets ETC., Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | REGISTERED IN VESTMENT AD | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.5M | 96.1% | |
| 15 Charles Schwab Trust Bank Reliance Advisory Trust Investment 40 Port | Mutual Funds | — | — | $897K | 24.9% | |
| 18 Charles Schwab Trust Bank Reliance Advisory Trust Investment 80 Port | Mutual Funds | — | — | $767K | 21.3% | |
| 16 Charles Schwab Trust Bank Reliance Advisory Trust Investment 60 Port | Mutual Funds | — | — | $582K | 16.2% | |
| 17 Charles Schwab Trust Bank Reliance Advisory Trust Investment 70 Port | Mutual Funds | — | — | $259K | 7.2% | |
| 12 Charles Schwab Trust Bank Vanguard Total International Bond Index Fund ** 196 13 Charles Schwab Trust Bank Vanguard Wellington Fund | Common Collective Trusts | — | — | $241K | 6.7% | |
| 9 Charles Schwab Trust Bank Vanguard 500 Index Fund | Common Collective Trusts | — | — | $162K | 4.5% | |
| Notes Receivable from Participants Maturing at various times through 2030. -0- | Other securities | — | — | $139K | 3.8% | |
| 11 Charles Schwab Trust Bank Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $112K | 3.1% | |
| 10 Charles Schwab Trust Bank Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $102K | 2.8% | |
| 8 Charles Schwab Trust Bank Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $99K | 2.7% | |
| 2 Charles Schwab Trust Bank American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $66K | 1.8% | |
| 6 Charles Schwab Trust Bank Baird Core Plus Bond Fund Institutional ** 192 7 Charles Schwab Trust Bank DFA Emerging Market Core Equity Portfolio | Mutual Funds | — | — | $53K | 1.5% | |
| 14 Charles Schwab Trust Bank Reliance Advisory Trust Investment 30 Port | Mutual Funds | — | — | $49K | 1.4% | |
| 5 Charles Schwab Trust Bank American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $35K | 1.0% | |
| 3 Charles Schwab Trust Bank American Funds 2040 Target Date Retirement Fund ** 461 4 Charles Schwab Trust Bank American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $34K | 1.0% | |
| 1 Charles Schwab Trust Bank American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
