Adrian Iacovo signed Bob Ciasulli Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Ciasulli Auto Group, Inc.'s EIN is 22-2973033.
Download the official 2024 Form 5500 (PDF) for Bob Ciasulli Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bob Ciasulli Auto Group, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $38K | — |
| LEAFHOUSE FINANCIAL ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $2.9M | 15.8% | |
| Fidelity Management Trust Company VANG GROWTH IDX ADM | Common Collective Trusts | — | — | $1.6M | 8.7% | |
| Fidelity Management Trust Company FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.3M | 6.8% | |
| Fidelity Management Trust Company FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.2M | 6.2% | |
| Fidelity Management Trust Company VANG VALUE IDX ADM | Common Collective Trusts | — | — | $1.2M | 6.2% | |
| Fidelity Management Trust Company VANG 500 INDEX ADM | Common Collective Trusts | — | — | $1.0M | 5.6% | |
| Fidelity Management Trust Company FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $957K | 5.1% | |
| Fidelity Management Trust Company FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $881K | 4.7% | |
| Fidelity Management Trust Company LD ABBETT TOT RTN R6 | Mutual Funds | — | — | $760K | 4.1% | |
| Fidelity Management Trust Company FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $754K | 4.0% | |
| Fidelity Management Trust Company FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $675K | 3.6% | |
| Fidelity Management Trust Company VANG DEV MKT IDX ADM | Common Collective Trusts | — | — | $558K | 3.0% | |
| Fidelity Management Trust Company FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $533K | 2.9% | |
| Fidelity Management Trust Company BR ADV SM CAP CORE K | Mutual Funds | — | — | $467K | 2.5% | |
| Fidelity Management Trust Company FID FDM IDX 2010 IPR 443 * Fidelity Management Trust Company FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $384K | 2.1% | |
| Fidelity Management Trust Company FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $345K | 1.9% | |
| Participant Plan Loans 1-5 Years Interest Range: 4.25%-9.50% | Bonds / Notes | — | — | $324K | 1.7% | |
| Fidelity Management Trust Company FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $311K | 1.7% | |
| Fidelity Management Trust Company PIMCO INCOME INST | Mutual Funds | — | — | $288K | 1.5% | |
| Fidelity Management Trust Company VANG MDCPGR IDX ADM | Common Collective Trusts | — | — | $272K | 1.5% | |
| Fidelity Management Trust Company PGIM HIGH YIELD R6 | Mutual Funds | — | — | $229K | 1.2% | |
| Fidelity Management Trust Company FRANKLIN SMALL CAP VALUE R6 | Mutual Funds | — | — | $187K | 1.0% | |
| Fidelity Management Trust Company JPM US EQUITY R6 | Mutual Funds | — | — | $161K | 0.9% | |
| Fidelity Management Trust Company VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $154K | 0.8% | |
| Fidelity Management Trust Company VANG INTL GROWTH ADM | Mutual Funds | — | — | $124K | 0.7% | |
| Fidelity Management Trust Company VG TL INTL BD IDX AD | Common Collective Trusts | — | — | $123K | 0.7% | |
| Fidelity Management Trust Company J H CONTRARIAN N | Mutual Funds | — | — | $117K | 0.6% | |
| Fidelity Management Trust Company LD ABT DEV GRTH R6 | Mutual Funds | — | — | $108K | 0.6% | |
| Fidelity Management Trust Company TRP EMG MKT STOCK I | Mutual Funds | — | — | $105K | 0.6% | |
| Fidelity Management Trust Company VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $90K | 0.5% | |
| Fidelity Management Trust Company VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $78K | 0.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $71K | 0.4% | |
| Fidelity Management Trust Company VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $63K | 0.3% | |
| Fidelity Management Trust Company VICTORY S EST VAL R6 | Mutual Funds | — | — | $58K | 0.3% | |
| Fidelity Management Trust Company MetLife Stable Value Fund | Stable Value | — | — | $57K | 0.3% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $57K | 0.3% | |
| AMERICAN INNOVTN CIT ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $45K | 0.2% | |
| Fidelity Management Trust Company VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $30K | 0.2% | |
| Fidelity Management Trust Company VANG EM STK IDX ADM | Common Collective Trusts | — | — | $27K | 0.1% | |
| Fidelity Management Trust Company FID FDM IDX INC IPR | Common Collective Trusts | — | — | $27K | 0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $26K | 0.1% | |
| Fidelity Management Trust Company PIM INTL BD US$H I | Mutual Funds | — | — | $26K | 0.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $19K | 0.1% | |
| Fidelity Management Trust Company VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $15K | <0.1% | |
| Fidelity Management Trust Company VANG INFL PROT ADM | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $9K |
| — |
