Susan Allen signed Van Bortel Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Van Bortel Ford, Inc.'s EIN is 16-1609363.
Download the official 2024 Form 5500 (PDF) for Van Bortel Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Van Bortel Ford, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANANDAIGUA NATIONAL BANK & TRUST | 16-0373410 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 21.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.2M | 19.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $956K | 15.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $556K | 9.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $463K | 7.6% | |
| Vanguard M id-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $284K | 4.7% | |
| Vanguard Growth Index Admiral Funds | Mutual Funds | — | — | $242K | 4.0% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $192K | 3.2% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $163K | 2.7% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $137K | 2.3% | |
| Participant Notes Receivable Notes receivable from Participants with maturity dates from 2025-2029 and interest rates of 4.25%-9.50% | Bonds / Notes | — | — | $116K | 1.9% | |
| Vanguard Value Index Admiral Funds | Mutual Funds | — | — | $113K | 1.9% | |
| Fidelity Government M oney M arket Premium | Mutual Funds | — | — | $78K | 1.3% | |
| Vanguard Total Stock M arket Index Fund Admiral | Common Collective Trusts | — | — | $72K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $63K | 1.0% | |
| Vanguard M id-Cap Growth Index Admiral | Mutual Funds | — | — | $57K | 0.9% | |
| Vanguard M id-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $54K | 0.9% | |
| Vanguard Total Bond M arket Index Fund Admiral | Common Collective Trusts | — | — | $51K | 0.8% | |
| American Funds CAP World R6 | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Inflation Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
