Freddie Jacobs Jr. signed Competition Imports' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Competition Imports' EIN is 11-1997503.
Download the official 2024 Form 5500 (PDF) for Competition Imports from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Competition Imports' 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 LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $115K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Return Blend 2035 Common Collective Trust Fund | Common Collective Trusts | — | — | $4.4M | 19.1% | |
| T Rowe Price Return Blend 2025 Common Collective Trust Fund | Common Collective Trusts | — | — | $2.8M | 12.4% | |
| T Rowe Price Return Blend 2030 Common Collective Trust Fund | Common Collective Trusts | — | — | $2.8M | 12.0% | |
| T Rowe Price Return Blend 2045 Common Collective Trust Fund | Common Collective Trusts | — | — | $2.0M | 8.5% | |
| T Rowe Price Return Blend 2050 Common Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 7.1% | |
| Common Collective Trust Funds T Rowe Price Return Blend 2015 Common Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 7.1% | |
| T Rowe Price Return Blend 2040 Common Collective Trust Fund | Common Collective Trusts | — | — | $1.4M | 6.3% | |
| NT Col S&P 500 Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $1.1M | 4.8% | |
| T Rowe Price Return Blend 2055 Common Collective Trust Fund | Common Collective Trusts | — | — | $796K | 3.5% | |
| Participant Loans Interest Rates from 4.25% to 9.5% | Bonds / Notes | — | — | $569K | 2.5% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $542K | 2.4% | |
| T Rowe Price Return Blend 2020 Common Collective Trust Fund | Common Collective Trusts | — | — | $528K | 2.3% | |
| T Rowe Price Return Blend 2060 Common Collective Trust Fund | Common Collective Trusts | — | — | $407K | 1.8% | |
| T Rowe Price Return Blend 2065 Common Collective Trust Fund | Common Collective Trusts | — | — | $299K | 1.3% | |
| NT Agg Bond Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $256K | 1.1% | |
| Fidelity Total Bond Registered Investment Company | Mutual Funds | — | — | $256K | 1.1% | |
| Registered Investment Companies American Funds Europacific GR Registered Investment Company | Mutual Funds | — | — | $186K | 0.8% | |
| NT Col R2000 Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $181K | 0.8% | |
| State Street Real Asset Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $144K | 0.6% | |
| NT Col R1000 Growth Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $132K | 0.6% | |
| NT Col S&P 400 Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $117K | 0.5% | |
| NT Col R1000 Value Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $105K | 0.5% | |
| Allspring Special Small Cap Value Registered Investment Company | Common Stocks | — | — | $64K | 0.3% | |
| Massmutual Select Mid Cap Growth Registered Investment Company | Common Stocks | — | — | $53K | 0.2% | |
| Principal Smallcap Growth Fund Registered Investment Company | Common Stocks | — | — | $17K | <0.1% | |
| State Street Target Retirement Income NL Common Collective Trust Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| MFS Midcap Value Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | 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.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
