James B. Sharp signed Auto Investment, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Auto Investment, Inc.'s EIN is 13-3446196.
Download the official 2024 Form 5500 (PDF) for Auto Investment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auto Investment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL CORPORATION | 35-0472300 | FT. WAYNE, IN | SERVICE PROVIDER | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SPECIALIST | 47-3852281 | ALBERTVILLE, AL | SERVICE PROVIDER | $57K | — |
| 401K SAFE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0753428 |
| ALBERTVILLE, AL |
| SERVICE PROVIDER |
| $12K |
| — |
