Melissa Daher Taylor signed Charles Daher's Commonwealth Motors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles Daher's Commonwealth Motors' EIN is 04-3117669.
Download the official 2024 Form 5500 (PDF) for Charles Daher's Commonwealth Motors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles Daher's Commonwealth Motors' 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDIT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6.2M | 36.0% | |
| Transamerica LifeGoal (SM) 2050 Fund " | Other securities | — | — | $1.6M | 9.6% | |
| Transamerica Mid Cap Value Opportunities R6 Fund " | Other securities | — | — | $1.2M | 6.9% | |
| Invesco American Franchise R Fund " | Mutual Funds | — | — | $902K | 5.2% | |
| Transamerica LifeGoal (SM) 2030 Fund " | Other securities | — | — | $894K | 5.2% | |
| Transamerica Stable Value Option Guaranteed investment contract | Stable Value | — | — | $867K | 5.0% | |
| American Funds Growth Fund of America R6 Fund " | Mutual Funds | — | — | $783K | 4.5% | |
| American Funds American Balanced R6 Fund " | Mutual Funds | — | — | $773K | 4.5% | |
| Janus Henderson Forty I Fund " | Mutual Funds | — | — | $738K | 4.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $726K | 4.2% | |
| Transamerica LifeGoal (SM) 2045 Fund " | Other securities | — | — | $623K | 3.6% | |
| Transamerica LifeGoal (SM) 2025 Fund Common collective trust | Common Collective Trusts | — | — | $571K | 3.3% | |
| Transamerica LifeGoal (SM) 2035 Fund " | Other securities | — | — | $525K | 3.0% | |
| MainStay WMC Growth I Fund " | Other securities | — | — | $494K | 2.9% | |
| Loomis Sayles Core Plus Bond N Fund " | Other securities | — | — | $490K | 2.8% | |
| Transamerica LifeGoal (SM) 2060 Fund " | Other securities | — | — | $488K | 2.8% | |
| Transamerica LifeGoal (SM) Retirement Fund " | Other securities | — | — | $459K | 2.7% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $441K | 2.6% | |
| BNY Mellon International Core Equity I Fund " | Other securities | — | — | $388K | 2.3% | |
| Fidelity Advisor Small Cap I Fund " | Mutual Funds | — | — | $376K | 2.2% | |
| Transamerica LifeGoal (SM) 2055 Fund " | Other securities | — | — | $366K | 2.1% | |
| Transamerica LifeGoal (SM) 2065 Fund " | Other securities | — | — | $356K | 2.1% | |
| State Street Small/Mid Cap Equity Index K Fund " | Common Collective Trusts | — | — | $291K | 1.7% | |
| Transamerica LifeGoal (SM) 2040 Fund " | Other securities | — | — | $283K | 1.6% | |
| MFS Core Equity R6 Fund " | Mutual Funds | — | — | $267K | 1.6% | |
| Columbia Select Mid-Cap Value Institutional 2 Fund " | Other securities | — | — | $261K | 1.5% | |
| American Funds Fundamental Investors R6 Fund " | Mutual Funds | — | — | $215K | 1.3% | |
| Allspring Government Securities Institutional Fund " | Other securities | — | — | $214K | 1.2% | |
| Vanguard Interm-Term Treasury Admiral Fund " | Mutual Funds | — | — | $214K | 1.2% | |
| Vanguard LifeStrategy Moderate Growth Investor Fund " | Mutual Funds | — | — | $210K | 1.2% | |
| Vanguard LifeStrategy Growth Investor Fund " | Mutual Funds | — | — | $209K | 1.2% | |
| Invesco Global R6 Fund " | Mutual Funds | — | — | $160K | 0.9% | |
| Franklin Small-Mid Cap Growth R6 Fund " | Mutual Funds | — | — | $158K | 0.9% | |
| MFS International Diversification R6 Fund " | Mutual Funds | — | — | $156K | 0.9% | |
| Vanguard Total Stock Market Index Admiral Fund " | Common Collective Trusts | — | — | $127K | 0.7% | |
| Transamerica Partners High Yield Bond R6 Fund " | Other securities | — | — | $118K | 0.7% | |
| American Funds Washington Mutual R6 Fund " | Mutual Funds | — | — | $89K | 0.5% | |
| Vanguard European Stock Index Admiral Fund " | Mutual Funds | — | — | $45K | 0.3% | |
| AB Large Cap Growth Z Fund Mutual fund | Other securities | — | — | $40K | 0.2% | |
| Janus Henderson Research I Fund " | Mutual Funds | — | — | $38K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Fund " | Mutual Funds | — | — | $18K | 0.1% | |
| DVRD Cash Reserve Interest bearing cash | Cash / Money Market | — | — | $10K | <0.1% | |
| Vanguard LifeStrategy Income Investor Fund " | Mutual Funds | — | — | $7K | <0.1% |
