Chuck Patterson, Inc.'s EIN is 94-2644759.
Download the official 2024 Form 5500 (PDF) for Chuck Patterson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chuck Patterson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEAKLEY WORKFORCE MANAGEMENT LLC D | 82-3571106 | CINCINNATI, OH | CONTRACT ADMIN | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $6.3M | 48.8% | |
| [Assets held in common collective trust] | Other | — | — | $4.7M | 36.7% | |
| MULTI-MANAGER LARGE CAP GROWTH WTFSC · EIN 26-3783757 / PN 930 | Common Collective Trust | — | — | $1.5M | 11.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.4M | 11.1% | |
| BLACKROCK EQUITY INDEX FUND WTFSC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.5% | |
| INTERNATIONAL GROWTH WTFSC · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $483K | 3.8% | |
| MID CAP GROWTH WTFSC · EIN 26-3783748 / PN 929 | Common Collective Trust | — | — | $366K | 2.9% | |
| SMALL COMPANY GROWTH WTFSC · EIN 26-3783319 / PN 901 | Common Collective Trust | — | — | $265K | 2.1% | |
| MONEY MARKET FUND WTFSC · EIN 26-3783342 / PN 903 | Common Collective Trust | — | — | $226K | 1.8% | |
| TOTAL RETURN REIT WTFSC · EIN 26-3783868 / PN 937 | Common Collective Trust | — | — | $195K | 1.5% | |
| MID CAP VALUE WTFSC · EIN 26-3783919 / PN 945 | Common Collective Trust | — | — | $174K | 1.4% | |
| LARGE COMPANY VALUE WTFSC · EIN 26-3783374 / PN 907 | Common Collective Trust | — | — | $139K | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $120K | 0.9% | |
| MULTI-MANAGER SMALL CAP VALUE FUND WTFSC · EIN 26-3783916 / PN 944 | Common Collective Trust | — | — | $95K | 0.7% | |
| BLACKROCK EMERGING MKTS WTFSC · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $84K | 0.7% | |
| CALLAN GILDEPATH 2030 WTFSC · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $38K | 0.3% | |
| CALLAN GILDEPATH 2025 WTFSC · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $28K | 0.2% | |
| OVERSEAS EQUITY WTFSC · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $27K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX FUND WTFSC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $4K | <0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | <0.1% |
