Joseph Baril signed Mitchell Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Auto Group, Inc.'s EIN is 06-0582770.
Download the official 2024 Form 5500 (PDF) for Mitchell Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell Auto Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | INVESTMENT ADVISOR | $7K | — |
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.
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $2.1M | 13.8% | |
| American Century Ultra R6 Mutual Fund | Other securities | — | — | $1.5M | 10.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.5M | 9.9% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $1.0M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $920K | 6.0% | |
| Empower International Value Instl Mutual Fund | Other securities | — | — | $773K | 5.1% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $629K | 4.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $610K | 4.0% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $557K | 3.7% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $552K | 3.6% | |
| Putnam Income R6 Mutual Fund | Mutual Funds | — | — | $509K | 3.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $474K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $447K | 2.9% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $424K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $389K | 2.6% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $350K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $291K | 1.9% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $279K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $259K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $228K | 1.5% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $189K | 1.2% | |
| DFA Inflation Protected Securities I Mutual Fund | Mutual Funds | — | — | $181K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $176K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $166K | 1.1% | |
| Participants Interest rates from 4.25 to 9.50% | Bonds / Notes | — | — | $137K | 0.9% | |
| PIMCO Int Bond (USD-Hedged) Inst Mutual Fund | U.S. Treasuries | — | — | $124K | 0.8% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $123K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $116K | 0.8% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $101K | 0.7% | |
| PGIM Jennison Small Company R6 Mutual Fund | Common Stocks | — | — | $63K | 0.4% |
