Deborah Reilly signed Jack Madden Ford Sales, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jack Madden Ford Sales, Inc.'s EIN is 04-2175373.
Download the official 2024 Form 5500 (PDF) for Jack Madden Ford Sales, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jack Madden Ford Sales, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS LLC | 81-0776852 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2020 K6 Fund - | Mutual Funds | — | — | $2.1M | 23.6% | |
| Fidelity Freedom 2025 K6 Fund - | Mutual Funds | — | — | $1.4M | 15.3% | |
| Fidelity Freedom 2030 K6 Fund - | Mutual Funds | — | — | $1.1M | 12.2% | |
| Fidelity Freedom 2035 K6 Fund - | Mutual Funds | — | — | $1.1M | 12.1% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $863K | 9.5% | |
| Fidelity Freedom 2055 K6 Fund - | Mutual Funds | — | — | $604K | 6.7% | |
| Fidelity Freedom 2050 K6 Fund - | Mutual Funds | — | — | $412K | 4.5% | |
| Fidelity Freedom 2040 K6 Fund - | Mutual Funds | — | — | $344K | 3.8% | |
| Fidelity Freedom 2060 K6 Fund - | Mutual Funds | — | — | $342K | 3.8% | |
| Participant Loans Interest rates of 4.25%-9.50%, maturities 2034 | Bonds / Notes | — | — | $191K | 2.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $183K | 2.0% | |
| Fidelity Freedom 2045 K6 Fund - | Mutual Funds | — | — | $163K | 1.8% | |
| Fidelity Freedom 2065 K6 Fund - | Mutual Funds | — | — | $67K | 0.7% | |
| American Funds Growth Fund of America R6 - | Mutual Funds | — | — | $62K | 0.7% | |
| Fidelity Freedom 2010 K6 Fund - | Mutual Funds | — | — | $31K | 0.3% | |
| Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $18K | 0.2% | |
| Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $18K | 0.2% | |
| PIMCO Income Fund Institutional Class - | Mutual Funds | — | — | $14K | 0.1% | |
| Invesco Comstock Fund Class R6 - | Mutual Funds | — | — | $13K | 0.1% | |
| Mass Mutual Mid Cap Growth Fund Class I - | Other securities | — | — | $13K | 0.1% | |
| MFS International Diversification Fund Class R6 - | Mutual Funds | — | — | $5K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund R6 - | Other securities | — | — | $2K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $11K | — |
