Automasters Motor Co., Inc. DBA the Automaster's EIN is 03-0221207.
Download the official 2024 Form 5500 (PDF) for Automasters Motor Co., Inc. DBA the Automaster from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Automasters Motor Co., Inc. DBA the Automaster'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | — | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 46,777.088 shares | Mutual Funds | — | $47K | $999K | 14.9% | |
| Nuveen Lifecycle Index 2035 R6 31,799.131 shares | Mutual Funds | — | $32K | $851K | 12.7% | |
| Nuveen Lifecycle Index 2020 R6 36,922.084 shares | Mutual Funds | — | $37K | $696K | 10.4% | |
| Nuveen Lifecycle Index 2030 R6 2,785.077 shares | Mutual Funds | — | $3K | $661K | 9.9% | |
| Nuveen Lifecycle Index 2055 R6 16,634.162 shares | Mutual Funds | — | $17K | $424K | 6.3% | |
| Fidelity 500 Index Fund 1,922.820 shares | Common Collective Trusts | — | $2K | $393K | 5.8% | |
| Nuveen Lifecycle Index 2045 R6 12,504.135 shares | Mutual Funds | — | $13K | $386K | 5.8% | |
| MFS Massachusetts Investors Gr Stk R6 6,704.098 shares | Mutual Funds | — | $7K | $297K | 4.4% | |
| Nuveen Lifecycle Index 2050 R6 8,975.798 shares | Mutual Funds | — | $9K | $283K | 4.2% | |
| AB Equity Income Z 7,544.562 shares | Other securities | — | $8K | $242K | 3.6% | |
| Nuveen Lifecycle Index 2040 R6 8,187.475 shares | Mutual Funds | — | $8K | $240K | 3.6% | |
| Goldman Sachs GQG Prtnrs Intl Opport R6 6,575.805 shares | Other securities | — | $7K | $129K | 1.9% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $112K | 1.7% | |
| Fidelity Mid Cap Index 3,230.230 shares | Mutual Funds | — | $3K | $109K | 1.6% | |
| Fidelity Small Cap Index 3,726.412 shares | Mutual Funds | — | $4K | $103K | 1.5% | |
| Nuveen Lifecycle Index 2060 R6 4,849.251 shares | Mutual Funds | — | $5K | $96K | 1.4% | |
| Federated Hermes Ttl Return Bd R6 9,486.616 shares | Other securities | — | $9K | $89K | 1.3% | |
| Nuveen Lifecycle Index 2065 R6 6,114.842 shares | Mutual Funds | — | $6K | $87K | 1.3% | |
| Vanguard FTSE Social Index Adm 1,323.807 shares | Mutual Funds | — | $1K | $75K | 1.1% | |
| American Funds American Balanced R6 1,592.777 shares | Mutual Funds | — | $2K | $55K | 0.8% | |
| Fidelity International Index 538.330 shares | Mutual Funds | — | — | $26K | 0.4% | |
| Vanguard Short-Term Federal Adm 1,866.065 shares | Mutual Funds | — | $2K | $19K | 0.3% | |
| Vanguard Treasury Money Market 18,173.000 units | Mutual Funds | — | $18K | $18K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 1,030.045 shares | Mutual Funds | — | $1K | $18K | 0.3% | |
| Nuveen Lifecycle Index Retirement Inc R6 948.386 shares | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Advisor Intl Value Z 1,371.793 shares | Mutual Funds | — | $1K | $14K | 0.2% | |
| Vanguard Real Estate Index Adm 70.474 shares | Mutual Funds | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
