Joe Basil Chevrolet's EIN is 16-1068991.
Download the official 2023 Form 5500 (PDF) for Joe Basil Chevrolet from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Joe Basil Chevrolet's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY INS. CO | 84-0467907 | — | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS LLC | — | BUFFALO, NY | INVETMENT ADVISOR | $20K | — |
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.
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION & FINANCIAL SERVICES | 16-1062503 | — | TPA | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LASALLE ST SECURITIES LLC | 52-2175592 | — | SHAREHOLDER SRV PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.0M | 18.0% | |
| Empower Life & Annuity Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $2.5M | 14.7% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 8.8% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.9% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.9% | |
| Vanguard Large Cap Index - Admiral Mutual Fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| Diamond Hill Large Cap Y Mutual Fund | Other securities | — | — | $738K | 4.4% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | U.S. Treasuries | — | — | $551K | 3.3% | |
| MassMutual Equity Opportunities I Separate Account | Pooled Separate Accounts | — | — | $538K | 3.2% | |
| MASS MUTUAL EQUITY OPPORTS MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $538K | 3.2% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $497K | 2.9% | |
| T ROWE PRICE NEW HORIZONS I T ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $490K | 2.9% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst Mutual Fund | Mutual Funds | — | — | $483K | 2.9% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $419K | 2.5% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $418K | 2.5% | |
| American Funds Bonds Fund of America R6 Mutual Fund | Mutual Funds | — | — | $336K | 2.0% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $298K | 1.8% | |
| New York Guaranteed Interest Account * MassMutual Life Insurance Company CSV - Life Insurance Contracts | Common Stocks | — | — | $277K | 1.6% | |
| Invesco Small Cap Value Y Mutual Fund | Mutual Funds | — | — | $261K | 1.5% | |
| Putnam Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $199K | 1.2% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $191K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $166K | 1.0% | |
| Vanguard FTSE All-World ex-US Index Admiral Mutual Fund | Mutual Funds | — | — | $140K | 0.8% | |
| Vanguard Small Cap Index - Admiral Mutual Fund | Mutual Funds | — | — | $109K | 0.6% | |
| DFA Emerging Markets I Mutual Fund | Mutual Funds | — | — | $105K | 0.6% | |
| Vanguard Utilities Index Admiral Mutual Fund | Mutual Funds | — | — | $88K | 0.5% | |
| American Funds 2015 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $87K | 0.5% | |
| Loomis Sayles Global Bond N Fund Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| Goldman Sachs Growth Strategy R6 Mutual Fund | Other securities | — | — | $23K | 0.1% | |
| American Funds 2065 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $21K | 0.1% | |
| MASS MUTUAL MID CAP GROWTH I MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASS MUTUAL BLUE CHIP GROWTH I MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
