Mario Bonacci signed SG Chevrolet, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SG Chevrolet, LLC's EIN is 27-0499407.
Download the official 2024 Form 5500 (PDF) for SG Chevrolet, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SG Chevrolet, LLC'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 | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 22-3844414 | — | ADVISOR | $31K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company * Fidelity Management Trust Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $5.0M | 23.5% | |
| Fidelity Management Trust Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 18.9% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.1M | 5.4% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| Company Money market funds * Fidelity Management Trust Fidelity Government Money Market Fund | Mutual Funds | — | — | $883K | 4.2% | |
| MFS Fund Distributors MFS Mid Cap Growth Fund | Mutual Funds | — | — | $852K | 4.0% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $628K | 3.0% | |
| Company * Fidelity Management Trust Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $609K | 2.9% | |
| Company * Fidelity Management Trust Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $585K | 2.8% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $582K | 2.8% | |
| Interest rates at 4.25%-9.50%, with various | Bonds / Notes | — | — | $538K | 2.5% | |
| Company * Fidelity Management Trust Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $531K | 2.5% | |
| Victory Sophus Victory Sophus Emerging Markets Fund | Other securities | — | — | $519K | 2.5% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $476K | 2.3% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $419K | 2.0% | |
| J.P. Morgan J.P. Morgan Government Bond Fund | U.S. Treasuries | — | — | $407K | 1.9% | |
| Company * Fidelity Management Trust Fidelity Total Bond Fund | Mutual Funds | — | — | $322K | 1.5% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $299K | 1.4% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $249K | 1.2% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $188K | 0.9% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $178K | 0.8% | |
| Company Goldman Sachs Goldman Sachs Inflation Protected Securities | Common Stocks | — | — | $141K | 0.7% | |
| Group Annuity Contract Standard Insurance Guaranteed Fixed Interest Fund | Common Stocks | — | — | $124K | 0.6% | |
| Company * Fidelity Management Trust Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $124K | 0.6% | |
| Company * Fidelity Management Trust Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $120K | 0.6% | |
| Company Registered Investment Companies Allspring Global Allspring Special Mid Cap Value Fund | Common Stocks | — | — | $117K | 0.6% | |
| Investments American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $81K | 0.4% | |
| Fund Janus Henderson Janus Henderson Growth and Income Fund | Mutual Funds | — | — | $52K | 0.2% | |
| Interest bearing cash * Fidelity Management Trust Blended Stable Value Fund | Stable Value | — | — | $42K | 0.2% | |
| Investments American Century American Century Small Cap Value Fund | Other securities | — | — | $28K | 0.1% | |
| Company Notes Receivable from Participants, Net of Deemed Distributions | Common Stocks | — | — | $18K | <0.1% | |
| Company * Fidelity Management Trust Fidelity Freedom Index 2070 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Company * Fidelity Management Trust Fidelity Freedom Index Income Fund ** 318 Company * Fidelity Management Trust Fidelity Freedom Index 2010 Fund ** 304 Company * Fidelity Management Trust Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
