AMY Burns signed Dealer Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dealer Management Services, Inc.'s EIN is 20-2016880.
Download the official 2024 Form 5500 (PDF) for Dealer Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dealer Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.4M | 89.0% | |
| MFS Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 14.8% | |
| JP Morgan Equity Income R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $749K | 10.3% | |
| The Hartford Balanced Income R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $491K | 6.8% | |
| Empower Guaranteed Income Account Fixed Income Account | Other securities | — | — | $478K | 6.6% | |
| Invesco Discovery Mid Cap Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $415K | 5.7% | |
| The Hartford Core Equity R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $381K | 5.3% | |
| American Funds Small Cap World R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $380K | 5.2% | |
| Allspring Special Mid Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $316K | 4.4% | |
| Lord Abbett Floating Rate R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $271K | 3.7% | |
| Invesco Global Opportunities R6 Pooled Separate Account ** 5 Invesco Gold & Special Minerals R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $255K | 3.5% | |
| PGIM Short Term Corporate Bond R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $217K | 3.0% | |
| Columbia Limited Duration Credit Inst 3 Pooled Separate Account | Pooled Separate Accounts | — | — | $211K | 2.9% | |
| Notes receivable from participants - | Other securities | — | — | $210K | 2.9% | |
| Columbia Small Cap Growth Inst 3 Pooled Separate Account | Pooled Separate Accounts | — | — | $189K | 2.6% | |
| PGIM High Yield R6 Pooled Separate Account ** 16 Pimco Diversified Inc Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $178K | 2.5% | |
| JP Morgan Emerging Markets Equity R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $166K | 2.3% | |
| American Funds New Perspective R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $155K | 2.1% | |
| Columbia Seligman Tech and Information 3 Pooled Separate Account | Pooled Separate Accounts | — | — | $149K | 2.1% | |
| Vanguard Mid Cap Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $147K | 2.0% | |
| Franklin Small Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $115K | 1.6% | |
| MFS International Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $109K | 1.5% | |
| Macquarie Small Cap Core R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $103K | 1.4% | |
| American Funds Mortgage R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $84K | 1.2% | |
| Cohen & Steers Real Estate Securities Pooled Separate Account | Pooled Separate Accounts | — | — | $60K | 0.8% | |
| American Funds International Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $59K | 0.8% | |
| Blackrock Health Sciences Opps Portfolio K Pooled Separate Account | Pooled Separate Accounts | — | — | $54K | 0.7% | |
| MassMutual Diversified Bond I Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.6% | |
| Brandywine Global Opportunities Bond IS Pooled Separate Account | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| Columbia Overseas Value I-3 Pooled Separate Account | Pooled Separate Accounts | — | — | $20K | 0.3% | |
| First Eagle Global R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Invesco Energy R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Victory Trivalent International Small Cap R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| Franklin Utilities R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC | — | CINCINNATI, OH | CONTRACT ADMIN | $6K | — |
