LIZ Liebman signed Chipton-Ross, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chipton-Ross, Inc.'s EIN is 95-3889434.
Download the official 2024 Form 5500 (PDF) for Chipton-Ross, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chipton-Ross, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature, a self-directed brokerage window.
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 | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINBERG & CO. LA | 27-4113811 | — | ACCOUNTANT/AUDITOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company 40,253 shares | Common Collective Trusts | — | — | $8.2M | 18.5% | |
| FID FDM IDX 2030 IPR Registered Investment Company 191,620 shares | Common Collective Trusts | — | — | $3.9M | 8.7% | |
| FID FDM IDX 2025 IPR Registered Investment Company 177,914 shares | Common Collective Trusts | — | — | $3.3M | 7.5% | |
| FID FDM IDX 2035 IPR Registered Investment Company 137,119 shares | Common Collective Trusts | — | — | $3.2M | 7.2% | |
| FID FDM IDX 2020 IPR Registered Investment Company 141,848 shares | Common Collective Trusts | — | — | $2.2M | 5.0% | |
| FID FDM IDX 2015 IPR Registered Investment Company 144,821 shares | Common Collective Trusts | — | — | $2.1M | 4.7% | |
| TRP BLUE CHIP GRTH I Registered Investment Company 10,663 shares | Common Stocks | — | — | $2.0M | 4.5% | |
| FID FDM IDX 2045 IPR Registered Investment Company 73,044 shares | Common Collective Trusts | — | — | $1.9M | 4.3% | |
| FID FDM IDX 2040 IPR Registered Investment Company 75,814 shares | Common Collective Trusts | — | — | $1.9M | 4.2% | |
| similar party of interest, collateral, part or maturity value * BROKERAGELINK Self-directed brokerage accounts shares | Self-Directed Brokerage | — | — | $1.8M | 4.0% | |
| J H ENTERPRISE T Registered Investment Company 12,520 shares | Common Stocks | — | — | $1.7M | 3.9% | |
| FID FDM IDX 2050 IPR Registered Investment Company 66,087 shares | Common Collective Trusts | — | — | $1.7M | 3.9% | |
| EMP GUARANTEED INC Stable Value Fund 48,690 shares | Stable Value | — | — | $1.4M | 3.1% | |
| FID BLUE CHIP GR K6 Registered Investment Company 34,278 shares | Mutual Funds | — | — | $1.3M | 2.8% | |
| FID FDM IDX 2055 IPR Registered Investment Company 45,355 shares | Common Collective Trusts | — | — | $969K | 2.2% | |
| FID FDM IDX 2060 IPR Registered Investment Company 46,908 shares | Common Collective Trusts | — | — | $850K | 1.9% | |
| FID INTL GROWTH Registered Investment Company 34,833 shares | Mutual Funds | — | — | $695K | 1.6% | |
| FID MID CAP VAL IDX Registered Investment Company 22,017 shares | Common Collective Trusts | — | — | $598K | 1.3% | |
| FID MID CAP IDX Registered Investment Company 14,199 shares | Common Collective Trusts | — | — | $479K | 1.1% | |
| FID FDM IDX 2065 IPR Registered Investment Company 30,620 shares | Common Collective Trusts | — | — | $449K | 1.0% | |
| FID SM CAP IDX Registered Investment Company 15,546 shares | Common Collective Trusts | — | — | $430K | 1.0% | |
| FID INTM TR BD IDX Registered Investment Company 45,287 shares | Common Collective Trusts | — | — | $428K | 1.0% | |
| FID SMALL CAP GR K6 Registered Investment Company 23,706 shares | Mutual Funds | — | — | $422K | 1.0% | |
| FID FDM IDX INC IPR Registered Investment Company 35,767 shares | Common Collective Trusts | — | — | $418K | 0.9% | |
| BNYM S/MD CP GR Y Registered Investment Company - shares ** - * MFS INTL INTR VAL R3 Registered Investment Company 9,542 shares | Mutual Funds | — | — | $335K | 0.8% | |
| FID FDM IDX 2005 IPR Registered Investment Company - shares ** - * FID FDM IDX 2010 IPR Registered Investment Company 25,047 shares | Common Collective Trusts | — | — | $321K | 0.7% | |
| DLWR EMRG MKTS INST Registered Investment Company - shares ** - * PIONEER BOND K Registered Investment Company 35,734 shares | Common Stocks | — | — | $293K | 0.7% | |
| PIM REAL RETURN INST Registered Investment Company 20,323 shares | Common Stocks | — | — | $203K | 0.5% | |
| MGL EMRG MKTS INST Registered Investment Company 6,624 shares | Common Stocks | — | — | $135K | 0.3% | |
| Notes receivable from participants (due through 2030; interest rates of 4.25% to 9.50% per annum) | Bonds / Notes | — | — | $126K | 0.3% | |
| FID GLB EX US IDX Registered Investment Company 8,752 shares | Common Collective Trusts | — | — | $126K | 0.3% | |
| GLENMEDE SMCAP EQ IS Registered Investment Company 2,932 shares | Common Stocks | — | — | $104K | 0.2% | |
| FID GOVT MMKT Registered Investment Company 67,285 shares | Mutual Funds | — | — | $67K | 0.2% | |
| C&S REALTY SHARES Z Registered Investment Company 864 shares | Common Stocks | — | — | $57K | 0.1% | |
| VT INTL SM CAP R6 Registered Investment Company 1,682 shares | Common Stocks | — | — | $25K | <0.1% | |
| FID FDM IDX 2070 IPR Registered Investment Company 196 shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
