Jillian Adams signed Dealersocket, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dealersocket, Inc.'s EIN is 26-2013331.
Download the official 2024 Form 5500 (PDF) for Dealersocket, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dealersocket, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON FINANCIAL ADVISORS LLC | 20-3247391 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $33.4M | 98.2% | |
| FIAM INX TD 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $4.5M | 13.3% | |
| FIAM INX TD 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $4.1M | 12.1% | |
| FIAM INX TD 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $3.7M | 11.0% | |
| FIAM INX TD 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.4M | 10.0% | |
| FIAM INX TD 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $3.1M | 9.0% | |
| FIAM INX TD 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| FIAM INX TD 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| FIAM INX TD 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| FIAM INX TD 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $314K | 0.9% | |
| FIAM INX TD 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $302K | 0.9% | |
| FIAM INX TD 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $168K | 0.5% | |
| WF STABLE VALUE N WELLS FARGO BANK, N.A. · EIN 76-0727727 / PN 001 | Common Collective Trust | — | — | $65K | 0.2% | |
| FIAM INX TD INCOME Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $59K | 0.2% |
