Freddie Jacobs Jr. signed Faulkner Cadillac, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Faulkner Cadillac, Inc.'s EIN is 23-2139345.
Download the official 2024 Form 5500 (PDF) for Faulkner Cadillac, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Faulkner Cadillac, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $279K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYER & RITTER 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 | |||||
|---|---|---|---|---|---|---|
| NT Collective S&P 500 Index Fund DC NL 4 79,002.612 units | Common Collective Trusts | — | — | $21.3M | 17.4% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 84-1455663 / PN 110 | Common Collective Trust | — | — | $15.3M | 12.5% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 84-1455663 / PN 111 | Common Collective Trust | — | — | $7.6M | 6.2% | |
| T. Rowe Price Retirement Blend Select Trust 2045 CL 5 662,431.961 units | Other securities | — | — | $6.8M | 5.6% | |
| T. Rowe Price Retirement Blend Select Trust 2050 CL 5 592,078.509 units | Other securities | — | — | $6.1M | 5.0% | |
| NT Collective S&P 400 Index Fund DC NL 4 27,632.447 units | Common Collective Trusts | — | — | $5.3M | 4.4% | |
| T. Rowe Price Retirement Blend Select Trust 2055 CL 5 493,107.591 units | Other securities | — | — | $5.1M | 4.1% | |
| T. Rowe Price Retirement Blend Select Trust 2030 CL 5 471,701.817 units | Other securities | — | — | $4.8M | 4.0% | |
| T. Rowe Price Retirement Blend Select Trust 2035 CL 5 453,039.656 units | Other securities | — | — | $4.7M | 3.8% | |
| NT Collective ACWI ex-US IMI Fund DC NL 4 29,785.370 units | Common Collective Trusts | — | — | $4.5M | 3.7% | |
| T. Rowe Price Retirement Blend Select Trust 2025 CL 5 419,009.256 units | Other securities | — | — | $4.3M | 3.5% | |
| T. Rowe Price Retirement Blend Select Trust 2040 CL 5 368,079.037 units | Other securities | — | — | $3.8M | 3.1% | |
| NT Collective Russell 2000 Index Fund DC NL 4 23,202.046 units | Common Collective Trusts | — | — | $3.8M | 3.1% | |
| Fidelity Total Bond K6 395,325.960 shares | Mutual Funds | — | — | $3.4M | 2.8% | |
| Mass Mutual Select Mid Cap Gr Eq II 166,244.717 shares | Other securities | — | — | $3.2M | 2.6% | |
| Notes Receivable from Participants * Participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $2.9M | 2.4% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $2.9M | $2.9M | 2.4% | |
| T. Rowe Price Retirement Blend Select Trust 2015 CL 5 261,726.533 units | Other securities | — | — | $2.7M | 2.2% | |
| American Funds EuroPacific Growth R6 49,946.108 shares | Mutual Funds | — | — | $2.7M | 2.2% | |
| NT Collective Aggregate Bond Index Fund NL 4 22,949.386 units | Common Collective Trusts | — | — | $2.5M | 2.0% | |
| Registered Investment Companies Allspring Special Small Cap Value R6 55,598.068 shares | Other securities | — | — | $2.2M | 1.8% | |
| T. Rowe Price Retirement Blend Select Trust 2060 CL 5 206,078.783 units | Other securities | — | — | $2.1M | 1.7% | |
| SSgA Real Asset Fund Class C 93,426.310 units | Other securities | — | — | $1.6M | 1.3% | |
| T. Rowe Price Retirement Blend Select Trust 2020 CL 5 125,270.883 units | Other securities | — | — | $1.3M | 1.1% | |
| T. Rowe Price Retirement Blend Select Trust 2065 CL 5 114,345.502 units | Other securities | — | — | $1.2M | 1.0% | |
| NT Collective Russell 1000 Growth Index Fund DC NL 4 4,936.819 units | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| MFS Mid Cap Value Fund CT 44,468.268 units | Mutual Funds | — | — | $962K | 0.8% | |
| Principal Smallcap Growth I R6 41,533.960 shares | Other securities | — | — | $619K | 0.5% | |
| NT Collective Russell 1000 Value Index Fund DC NL 4 3,353.572 units | Common Collective Trusts | — | — | $502K | 0.4% | |
| Victory Trivalent International SM-CP I 1,250.575 shares | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CAMP HILL, PA |
| AUDITOR |
| $25K |
| — |
