Angela JOST signed ED Stivers Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ED Stivers Ford, Inc.'s EIN is 13-4310141.
Download the official 2024 Form 5500 (PDF) for ED Stivers Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ED Stivers Ford, 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 | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $633K | 10.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $611K | 10.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $514K | 8.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $437K | 7.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $317K | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $305K | 5.1% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $296K | 4.9% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $234K | 3.9% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $223K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $222K | 3.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $218K | 3.6% | |
| AMERICAN FUNDS NEW WRLD - R5 | Registered Investment Companies | — | — | $210K | 3.5% | |
| AMERFUNDS CAP INC BLDER R5 | Registered Investment Companies | — | — | $207K | 3.4% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $188K | 3.1% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $168K | 2.8% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $148K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $138K | 2.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $120K | 2.0% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $119K | 2.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $116K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $99K | 1.6% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $70K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $67K | 1.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $63K | 1.0% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $51K | 0.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $49K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $38K | 0.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $37K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <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 |
| $21K |
| — |
