Susann Dellagatta signed Lester Glenn Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lester Glenn Auto Group, Inc.'s EIN is 21-0685332.
Download the official 2024 Form 5500 (PDF) for Lester Glenn Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lester Glenn Auto Group, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $1.9M | 14.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 8.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $914K | 6.6% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $914K | 6.6% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $905K | 6.5% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $758K | 5.5% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $654K | 4.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $642K | 4.6% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $562K | 4.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $474K | 3.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $447K | 3.2% | |
| LORD ABBETT BOND DEBENTURE R5 | Registered Investment Companies | — | — | $444K | 3.2% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $410K | 3.0% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $401K | 2.9% | |
| INVESCO EQV INTL EQUITY R6 | Registered Investment Companies | — | — | $397K | 2.9% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $392K | 2.8% | |
| LA GWTH OPP R6 | Registered Investment Companies | — | — | $324K | 2.3% | |
| BLK ADV GLOBAL INST | Registered Investment Companies | — | — | $263K | 1.9% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $255K | 1.8% | |
| LOOMIS SAYLES SMALL CAP GR N | Registered Investment Companies | — | — | $244K | 1.8% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $192K | 1.4% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $187K | 1.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $97K | 0.7% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $97K | 0.7% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $92K | 0.7% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $31K | 0.2% | |
| INVESCO VALUE OPPORTUNITIES R | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $43K |
| — |
