Glenn L. MOSS signed MOSS Bros. Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOSS Bros. Auto Group, Inc.'s EIN is 20-3424742.
Download the official 2024 Form 5500 (PDF) for MOSS Bros. Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MOSS Bros. Auto Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | — | LOS ANGELES, CA | INVESTMENT ADVISORY | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund Select | Common Collective Trusts | — | — | $3.9M | 22.1% | |
| The Vanguard Group Target Retirement 2025 Fund I | Mutual Funds | — | — | $2.9M | 16.1% | |
| The Vanguard Group Target Retirement 2035 Fund I | Mutual Funds | — | — | $1.7M | 9.5% | |
| The Vanguard Group Target Retirement 2020 Fund I | Mutual Funds | — | — | $1.1M | 6.0% | |
| The Vanguard Group Target Retirement 2055 Fund I | Mutual Funds | — | — | $974K | 5.5% | |
| The Vanguard Group Target Retirement 2050 Fund I | Mutual Funds | — | — | $858K | 4.8% | |
| The Vanguard Group Target Retirement Income | Mutual Funds | — | — | $827K | 4.7% | |
| Notes Receivable from Participants Interest Rate 4.50% and 9.50% | Bonds / Notes | — | — | $809K | 4.6% | |
| Participant loans Participant Loans - 4.5% - 9.5% | Bonds / Notes | — | — | $809K | 4.6% | |
| The Vanguard Group Target Retirement 2045 Fund I | Mutual Funds | — | — | $779K | 4.4% | |
| The Vanguard Group Target Retirement 2060 Fund I | Mutual Funds | — | — | $764K | 4.3% | |
| The Vanguard Group Target Retirement 2030 Fund I | Mutual Funds | — | — | $633K | 3.6% | |
| The Vanguard Group Target Retirement 2040 Fund I | Mutual Funds | — | — | $595K | 3.3% | |
| MFS Instl International Equity | Mutual Funds | — | — | $413K | 2.3% | |
| DFA US Small Cap Port Instl | Mutual Funds | — | — | $359K | 2.0% | |
| The Vanguard Group Mid Cap Index Fund ADM | Common Collective Trusts | — | — | $278K | 1.6% | |
| Charles Schwab Retirement Gov't Money Fund | Mutual Funds | — | — | $252K | 1.4% | |
| The Vanguard Group Target Retirement 2065 Fund I | Mutual Funds | — | — | $236K | 1.3% | |
| American Funds Capital Inc. Builder R6 ** $ | Mutual Funds | — | — | $175K | 1.0% | |
| LORD ABBETT TOTAL RETURN TRUST II GREAT GRAY TRUST COMPANY, LLC · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $109K | 0.6% | |
| The Vanguard Group Develioed Mkts Index ADM | Mutual Funds | — | — | $92K | 0.5% | |
| Principal Diversified Real Asset R6 | Other securities | — | — | $68K | 0.4% |
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 |
|---|---|---|---|---|---|
| MACIAS GINI & O'CONNELL LLP | 68-0300457 | — | AUDITORS | $17K | — |
