Benjamin Duquette signed FCH Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FCH Enterprises, Inc.'s EIN is 99-0115806.
Download the official 2023 Form 5500 (PDF) for FCH Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)FCH Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | — | INVESTMENT ADVISORY SERVI | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund 435,150 units a | Mutual Funds | — | — | $6.7M | 16.2% | |
| American Funds 2030 Target Date Retirement Fund 359,920 units a | Mutual Funds | — | — | $6.2M | 15.0% | |
| American Funds 2035 Target Date Retirement Fund 284,204 units a | Mutual Funds | — | — | $5.4M | 13.1% | |
| American Funds 2020 Target Date Retirement Fund 289,423 units a | Mutual Funds | — | — | $3.9M | 9.5% | |
| Empower guaranteed investment account a | Other securities | — | — | $2.3M | 5.6% | |
| Vanguard 500 Index Fund 4,402 units a | Common Collective Trusts | — | — | $2.2M | 5.4% | |
| American Funds 2040 Target Date Retirement Fund 93,255 units a | Mutual Funds | — | — | $1.9M | 4.6% | |
| American Funds 2050 Target Date Retirement Fund 87,213 units a | Mutual Funds | — | — | $1.8M | 4.3% | |
| American Funds 2045 Target Date Retirement Fund 85,413 units a | Mutual Funds | — | — | $1.8M | 4.3% | |
| American Funds 2055 Target Date Retirement Fund 66,289 units a | Mutual Funds | — | — | $1.7M | 4.2% | |
| American Funds 2015 Target Date Retirement Fund 115,568 units a | Mutual Funds | — | — | $1.4M | 3.5% | |
| JPMorgan Large Cap Growth Fund 14,237 units a | Other securities | — | — | $1.1M | 2.7% | |
| Clearbridge Large Cap Value 20,143 units a | Other securities | — | — | $844K | 2.0% | |
| Vanguard Mid Cap Index Fund 2,527 units a | Common Collective Trusts | — | — | $758K | 1.8% | |
| American Funds 2010 Target Date Retirement Fund 31,750 units a | Mutual Funds | — | — | $373K | 0.9% | |
| American Funds Balanced Fund 9,654 units a | Mutual Funds | — | — | $334K | 0.8% | |
| JPMorgan Core Bond Fund 31,912 units a | Other securities | — | — | $323K | 0.8% | |
| DFA Inflation-Protected Securities Fund 24,732 units a | Mutual Funds | — | — | $267K | 0.6% | |
| percent, with maturity dates through March 2039 - | Other securities | — | — | $253K | 0.6% | |
| Vanguard Developed Markets Index Fund 15,737 units a | Common Collective Trusts | — | — | $249K | 0.6% | |
| Vanguard Small Cap Index Fund 1,968 units a | Common Collective Trusts | — | — | $206K | 0.5% | |
| Allspring Small Company Growth Fund 2,974 units a | Common Stocks | — | — | $114K | 0.3% | |
| Vanguard Real Estate Index Fund 882 units a | Common Collective Trusts | — | — | $105K | 0.3% | |
| Vanguard International Growth Fund 811 units a | Mutual Funds | — | — | $89K | 0.2% | |
| MassMutual Mid Cap Growth Fund 4,166 units a | Other securities | — | — | $86K | 0.2% | |
| DFA Emerging Markets Core Equity 2,908 units a | Mutual Funds | — | — | $70K | 0.2% | |
| American Funds 2060 Target Date Retirement Fund 3,478 units a | Mutual Funds | — | — | $61K | 0.1% | |
| American Beacon Small Cap Value Fund 2,031 units a | Other securities | — | — | $51K | 0.1% | |
| BlackRock Strategic Global Bond Fund 8,080 units a | Other securities | — | — | $42K | 0.1% | |
| American Century Mid Cap Value Fund 2,437 units a | Other securities | — | — | $38K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund 1,656 units a | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Advisor International Small Cap 671 units a | Mutual Funds | — | — | $22K | <0.1% | |
| DFA International Value Portfolio Fund 1,032 units a | Mutual Funds | — | — | $22K | <0.1% | |
| Various life insurance companies Life insurance policies a | Other securities | — | — | $14K | <0.1% | |
| BlackRock High Yield Bond Fund 1,829 units a | Other securities | — | — | $13K | <0.1% | |
| Invesco International Small-Mid Company Fund 129 units a | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUEMORI & INOUYE, INC. | 99-0242337 | — | THIRD PARTY ADMINISTRATOR | $4K | — |
