ENA Chalk signed Cakebread Cellars, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cakebread Cellars, Inc.'s EIN is 94-2666697.
Download the official 2024 Form 5500 (PDF) for Cakebread Cellars, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cakebread Cellars, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS Fid Total Market Index Mutual Fund | Common Collective Trusts | — | — | $1.1M | 12.4% | |
| FIDELITY INVESTMENTS JPM US Equity R6 Mutual Fund | Mutual Funds | — | — | $988K | 10.8% | |
| FIDELITY INVESTMENTS Fid Growth Co Mutual Fund | Mutual Funds | — | — | $656K | 7.1% | |
| FIDELITY INVESTMENTS Vanguard 2025 Target Date Mutual Fund | Mutual Funds | — | — | $617K | 6.7% | |
| FIDELITY INVESTMENTS Vanguard 2030 Target Date Mutual Fund | Mutual Funds | — | — | $551K | 6.0% | |
| FIDELITY INVESTMENTS Vanguard 2050 Target Date Mutual Fund | Mutual Funds | — | — | $535K | 5.8% | |
| FIDELITY INVESTMENTS Vanguard 2045 Target Date Mutual Fund | Mutual Funds | — | — | $509K | 5.5% | |
| FIDELITY INVESTMENTS Fid Contrafund K6 Mutual Fund | Mutual Funds | — | — | $472K | 5.1% | |
| FIDELITY INVESTMENTS MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $445K | 4.8% | |
| FIDELITY INVESTMENTS Vanguard 2040 Target Date Mutual Fund | Mutual Funds | — | — | $426K | 4.6% | |
| FIDELITY INVESTMENTS Fid Total Bond K6 Mutual Fund | Mutual Funds | — | — | $419K | 4.6% | |
| FIDELITY INVESTMENTS Fid Mid Cap Stock K6 Mutual Fund | Mutual Funds | — | — | $391K | 4.3% | |
| FIDELITY INVESTMENTS Vanguard 2055 Target Date Mutual Fund | Mutual Funds | — | — | $314K | 3.4% | |
| FIDELITY INVESTMENTS Vanguard 2060 Target Date Mutual Fund | Mutual Funds | — | — | $298K | 3.3% | |
| FIDELITY INVESTMENTS Fid Govt Money Market K6 Cash/MMF | Mutual Funds | — | — | $246K | 2.7% | |
| JH STABLE FUND R6 JOHN HANCOCK U.S.A. · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $182K | 2.0% | |
| FIDELITY INVESTMENTS Putname Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $178K | 1.9% | |
| FIDELITY INVESTMENTS MFS International Diversion R6 Mutual Fund | Mutual Funds | — | — | $137K | 1.5% | |
| FIDELITY INVESTMENTS Fid Total Internation Index Mutual Fund | Mutual Funds | — | — | $100K | 1.1% | |
| FIDELITY INVESTMENTS Fid Real Estate Investment Mutual Fund | Mutual Funds | — | — | $95K | 1.0% | |
| FIDELITY INVESTMENTS Fid Small Cap Index Mutual Fund | Mutual Funds | — | — | $81K | 0.9% | |
| FIDELITY INVESTMENTS Fid US Bond Index Mutual Fund ** 613 * FIDELITY INVESTMENTS Fid Mid Cap Index Mutual Fund | Mutual Funds | — | — | $79K | 0.9% | |
| FIDELITY INVESTMENTS Vanguard Target Date Inc Mutual Fund | Mutual Funds | — | — | $72K | 0.8% | |
| FIDELITY INVESTMENTS Vanguard 2035 Target Date Mutual Fund | Mutual Funds | — | — | $46K | 0.5% | |
| FIDELITY INVESTMENTS Vanguard 2020 Target Date Mutual Fund | Mutual Funds | — | — | $46K | 0.5% | |
| FIDELITY INVESTMENTS Fid Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $35K | 0.4% | |
| FIDELITY INVESTMENTS Franklin Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $35K | 0.4% | |
| FIDELITY INVESTMENTS JH Enterprise Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| FIDELITY INVESTMENTS Fid Puritan K6 Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| FIDELITY INVESTMENTS Fid Pacific Basin Mutual Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
