JILL Angel signed Truecar, Inc. and Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truecar, Inc. and Subsidiaries' EIN is 04-3807511.
Download the official 2024 Form 5500 (PDF) for Truecar, Inc. and Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truecar, Inc. and Subsidiaries' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $55K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index Fund | Common Collective Trusts | — | — | $10.5M | 16.5% | |
| JPM SRPB DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $9.0M | 14.2% | |
| JPM SRPB DRE 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $7.3M | 11.5% | |
| JPM SRPB DRE 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 84-2492102 / PN 001 | Common Collective Trust | — | — | $5.0M | 7.9% | |
| JPM SRPB DRE 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.6% | |
| JPM SRPB DRE 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.3% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $3.5M | 5.5% | |
| JPM SRPB DRE 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.2% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $1.9M | 3.0% | |
| Vanguard Total International Stock Admiral | Mutual Funds | — | — | $1.6M | 2.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.5M | 2.3% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $1.3M | 2.1% | |
| JPM SRPB DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $1.3M | 2.0% | |
| JPM SRPB DRE 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| JPM SRPB DRE 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $954K | 1.5% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $777K | 1.2% | |
| Thornburg Strategic Income R6 Fund | Other securities | — | — | $546K | 0.9% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $481K | 0.8% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $417K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $362K | 0.6% | |
| T. Rowe Price Overseas Stock Fund I Class | Other securities | — | — | $346K | 0.5% | |
| JPM SRPB DRE INC CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $184K | 0.3% | |
| JPMorgan SmartRetirement DRE Income Fund CF | Other securities | — | — | $184K | 0.3% | |
| DFA US Targeted Value Portfolio I Class | Mutual Funds | — | — | $68K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $47K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $7K | <0.1% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| DBB MCKENNON | 20-3685188 | — | ACCOUNTANT | $15K | — |
