Charles Murphy signed Autodie LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Autodie LLC's EIN is 20-5831121.
Download the official 2024 Form 5500 (PDF) for Autodie LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Autodie 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY FOCUS CORPORATION LL | 85-3714571 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Bank Common/collective trust funds - Guaranteed fixed interest | Common Collective Trusts | — | — | $7.0M | 17.5% | |
| Shelton Nasdaq-100 Index Direct | Other securities | — | — | $4.9M | 12.2% | |
| Schwab 1000 Index Inv | Mutual Funds | — | — | $4.4M | 11.0% | |
| American Funds 2030 | Mutual Funds | — | — | $3.8M | 9.5% | |
| American Funds 2040 | Mutual Funds | — | — | $3.0M | 7.5% | |
| Northern Large Cap Core | Other securities | — | — | $2.8M | 7.0% | |
| DFA U.S. Targeted Value Fund | Mutual Funds | — | — | $1.9M | 4.7% | |
| American Funds 2050 | Mutual Funds | — | — | $1.3M | 3.3% | |
| Nuveen International Equity Index Fund R6 | Common Collective Trusts | — | — | $1.3M | 3.2% | |
| T ROWE PRICE INSTL FLOAT RT FD Registered Investment Company | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $908K | 2.3% | |
| American Funds 2010 | Mutual Funds | — | — | $875K | 2.2% | |
| Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $859K | 2.1% | |
| Schwab Fundamental US Large | Mutual Funds | — | — | $798K | 2.0% | |
| Princ Shrt Term Inc Instl | Common Stocks | — | — | $630K | 1.6% | |
| Needham Growth Retail | Other securities | — | — | $522K | 1.3% | |
| American Funds 2020 | Mutual Funds | — | — | $480K | 1.2% | |
| Schwab Treasury Inflation Protected Securities | U.S. Treasuries | — | — | $414K | 1.0% | |
| Goldman Sachs Intl Sm Cp | Other securities | — | — | $323K | 0.8% | |
| Charles Schwab Bank Cohen & Steers Reality Inst Cl | Mutual Funds | — | — | $321K | 0.8% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | Other securities | — | — | $282K | 0.7% | |
| GQG Partners Emerging Markets | Other securities | — | — | $281K | 0.7% | |
| Fidelity Sel Health Care Port | Mutual Funds | — | — | $277K | 0.7% | |
| BNY Mellon Natural Resources A | Other securities | — | — | $219K | 0.5% | |
| American Funds 2060 | Mutual Funds | — | — | $165K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
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