Claudin Nagrampa signed Chambers & Chambers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chambers & Chambers, Inc.'s EIN is 94-2433509.
Download the official 2024 Form 5500 (PDF) for Chambers & Chambers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chambers & Chambers, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $49K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $4.0M | 23.7% | |
| Invesco NASDAQ 100 | Mutual Funds | — | — | $2.1M | 12.6% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.6M | 9.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.4M | 8.2% | |
| DFA International Value Portfolio | Mutual Funds | — | — | $874K | 5.2% | |
| Metlife Reliance Stable Value | Stable Value | — | — | $767K | 4.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $767K | 4.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $725K | 4.3% | |
| Vanguard Total Stock Market | Mutual Funds | — | — | $539K | 3.2% | |
| Baron Growth | Other securities | — | — | $523K | 3.1% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $520K | 3.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $418K | 2.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $378K | 2.2% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $359K | 2.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $279K | 1.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $275K | 1.6% | |
| DFA U.S. Large Company Portfolio | Mutual Funds | — | — | $243K | 1.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $169K | 1.0% | |
| BlackRock High Yield Bond | Other securities | — | — | $157K | 0.9% | |
| American Funds Small Cap World | Mutual Funds | — | — | $139K | 0.8% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $135K | 0.8% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $130K | 0.8% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $111K | 0.7% | |
| Vanguard Emerging Markets | Mutual Funds | — | — | $97K | 0.6% | |
| Invesco Developing Markets | Mutual Funds | — | — | $97K | 0.6% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $94K | 0.6% | |
| Vanguard Energy Index | Mutual Funds | — | — | $88K | 0.5% | |
| Goldman Sachs Small Cap Value | Other securities | — | — | $75K | 0.4% | |
| Impax International Sustainable Economy ** 91 * Notes receivable from participants Interest rates range from 5.00% - 9.50% | Bonds / Notes | — | — | $70K | 0.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $66K | 0.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $66K | 0.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $57K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $55K | 0.3% | |
| BlackRock Impact Mortgage | Other securities | — | — | $41K | 0.2% | |
| DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $41K | 0.2% | |
| Goldman Sachs Strategic Income | Other securities | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $28K | 0.2% | |
| Nuveen Core Impact | Mutual Funds | — | — | $16K | <0.1% | |
| Touchstone Small Company | Common Stocks | — | — | $7K | <0.1% | |
| Fidelity U.S. Sustainability Index | Mutual Funds | — | — | $6K | <0.1% | |
| FID US SUST INDEX | Registered Investment Companies | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% |
