Haley Barnes signed Carco Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carco Group, Inc.'s EIN is 11-2504343.
Download the official 2024 Form 5500 (PDF) for Carco Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carco 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $5.2M | 14.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $4.8M | 12.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $4.4M | 11.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $4.2M | 11.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $4.0M | 10.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $2.7M | 7.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $2.1M | 5.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.7M | 4.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $1.3M | 3.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $323K | 0.9% | |
| JOHN HANCOCK BALANCED FUND R6 | Registered Investment Companies | — | — | $276K | 0.7% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $247K | 0.7% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $237K | 0.6% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $223K | 0.6% | |
| T ROWE PRICE FINANCIAL SERVICE | Registered Investment Companies | — | — | $202K | 0.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $185K | 0.5% | |
| FID ADV DIVIDEND GROWTH - Z | Registered Investment Companies | — | — | $182K | 0.5% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $168K | 0.4% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $167K | 0.4% | |
| NUV LIFECYCLE RET INC R6 | Registered Investment Companies | — | — | $122K | 0.3% | |
| BLACKROCK LIFEPATH RET INSTL | Registered Investment Companies | — | — | $109K | 0.3% | |
| VOYA SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $103K | 0.3% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $97K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $90K | 0.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $81K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $54K | 0.1% | |
| INVESCO CORE PLUS BOND R6 | Registered Investment Companies | — | — | $44K | 0.1% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $32K | <0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $90K |
| — |
