Alexis Corry signed Chardonnay Dialysis, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chardonnay Dialysis, LLC's EIN is 94-3220022.
Download the official 2023 Form 5500 (PDF) for Chardonnay Dialysis, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Chardonnay Dialysis, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $11K |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $928K | 13.1% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $625K | 8.8% | |
| PIONEER BOND FUND TR R1 WILMINGTON TRUST CO · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $577K | 8.1% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $488K | 6.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $405K | 5.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $365K | 5.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $347K | 4.9% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $318K | 4.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $261K | 3.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $228K | 3.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $225K | 3.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 3.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $190K | 2.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $167K | 2.3% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $148K | 2.1% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $146K | 2.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $133K | 1.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $132K | 1.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $116K | 1.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $108K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $91K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $87K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $84K | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $78K | 1.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 1.0% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $61K | 0.9% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $35K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $23K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
