Cynthia Harris signed S E & a Automotive, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S E & a Automotive, LLC's EIN is 20-4850394.
Download the official 2023 Form 5500 (PDF) for S E & a Automotive, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)S E & a Automotive, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 89.4% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $415K | 15.0% | |
| JP Morgan US Research Enhanced Equities Fund | Other securities | — | — | $294K | 10.7% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $240K | 8.7% | |
| Vanguard US Growth Fund Admiral | Mutual Funds | — | — | $167K | 6.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $165K | 6.0% | |
| Vanguard LifeStrategy Moderate Fund | Mutual Funds | — | — | $161K | 5.8% | |
| Voya Fixed Account | Other securities | — | — | $155K | 5.6% | |
| iShares MSCI EAFE International Index Fund K | Common Collective Trusts | — | — | $137K | 4.9% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $129K | 4.7% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $87K | 3.1% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $80K | 2.9% | |
| Vanguard High-Yield Corporate Fund Admiral | Mutual Funds | — | — | $78K | 2.8% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $70K | 2.5% | |
| Notes receivable from participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $68K | 2.5% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $65K | 2.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $65K | 2.3% | |
| Victory Core Pl Inter Bnd R6 Registered Investment Company | Common Stocks | — | — | $51K | 1.8% | |
| Carillon Eagle Mid-Cap Fund R6 | Other securities | — | — | $44K | 1.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $40K | 1.4% | |
| American Century Mid Cap Value Fund R6 | Other securities | — | — | $39K | 1.4% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $37K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $26K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $22K | 0.8% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $22K | 0.8% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $20K | 0.7% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $14K | 0.5% | |
| DFA Targeted Value Fund | Mutual Funds | — | — | $13K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $12K | 0.4% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $12K | 0.4% | |
| PGIM Global Total Return Fund R6 | Other securities | — | — | $10K | 0.4% | |
| MyCompass Aggressive 20235 Fund | Other securities | — | — | $9K | 0.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $9K | 0.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $7K | 0.3% | |
| MyCompass Aggressive 2045 Fund | Other securities | — | — | $7K | 0.3% | |
| MyCompass Ind Cns 2045 F R Common Collective Trust $142 MyCompass Ind Cns 2055 F R Common Collective Trust $144 MyCompass Ind Cns Ret Fd R Common Collective Trust $586 MyCompass Ind Mod 2045 Fd R Common Collective Trust | Common Collective Trusts | — | — | $4K | 0.2% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $4K | 0.2% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $586 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $427 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2025 FUN WILMINGTON TRUST, N.A. · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $333 | <0.1% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $316 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $144 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $142 | <0.1% |
