Diana Broschk signed Route 24 Auto Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Route 24 Auto Group's EIN is 27-1022847.
Download the official 2024 Form 5500 (PDF) for Route 24 Auto Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Route 24 Auto Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | N/A | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 R6 | Mutual Funds | — | — | $1.0M | 21.2% | |
| American Funds Target Date Retirement 2025 R6 | Mutual Funds | — | — | $511K | 10.7% | |
| American Funds Target Date Retirement 2035 R6 | Mutual Funds | — | — | $482K | 10.1% | |
| American Funds Target Date Retirement 2055 R6 | Mutual Funds | — | — | $473K | 9.9% | |
| American Funds Target Date Retirement 2030 R6 | Mutual Funds | — | — | $416K | 8.7% | |
| American Funds Target Date Retirement 2040 R6 | Mutual Funds | — | — | $338K | 7.1% | |
| American Funds Target Date Retirement 2060 R6 | Mutual Funds | — | — | $313K | 6.5% | |
| American Funds Target Date Retirement 2065 R6 | Mutual Funds | — | — | $193K | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $165K | 3.5% | |
| Principal Blue Chip Fund CL R6 | Other securities | — | — | $99K | 2.1% | |
| Notes Receivable From Interest rates from 4.25% - 9.50% with | Bonds / Notes | — | — | $53K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $51K | 1.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $42K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $39K | 0.8% | |
| American Funds Target Date Retirement 2020 R6 | Mutual Funds | — | — | $26K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $23K | 0.5% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $20K | 0.4% | |
| MFS Mid Cap Growth CL R6 | Mutual Funds | — | — | $18K | 0.4% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $15K | 0.3% | |
| Allspring Special Small Cap Value R6 148 Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| Charles Schwab Government Money Fund Inv Shares | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Target Date Retirement 2015 R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
