McCurley Integrity Dealerships, LLC's EIN is 27-1512348.
Download the official 2024 Form 5500 (PDF) for McCurley Integrity Dealerships, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCurley Integrity Dealerships, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HFG TRUST LLC | 47-5621000 | KENNEWICK, WA | NONE | $23K | — |
| RANDALL & HURLEY, INC. | 91-1661080 | LIBERTY LAKE, WA | NONE | $16K | — |
| MATRIX TRUST COMPANY | 27-1228437 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard 500 Index Admiral Fund - 5,617.851 shares | Common Collective Trusts | — | $6K | $3.0M | 15.7% | |
| Matrix Trust Company Vanguard Growth Index Admiral Fund - 10,241.515 shares | Mutual Funds | — | $10K | $2.2M | 11.1% | |
| Matrix Trust Company Vanguard Target Retirement 2025 - 107,936.813 shares | Mutual Funds | — | $108K | $2.0M | 10.4% | |
| Matrix Trust Company DFA Global Allocation 60/40 Fund - 74,959.190 shares | Mutual Funds | — | $75K | $1.6M | 8.1% | |
| Matrix Trust Company DFA U.S. Large Cap Value III Fund - 27,154.545 shares | Mutual Funds | — | $27K | $860K | 4.4% | |
| Matrix Trust Company Vanguard Target Retirement 2050 - 16,692.015 shares | Mutual Funds | — | $17K | $832K | 4.3% | |
| Matrix Trust Company Vanguard Target Retirement 2030 - 19,770.745 shares | Mutual Funds | — | $20K | $749K | 3.8% | |
| Matrix Trust Company Vanguard Target Retirement 2060 - 13,688.704 shares | Mutual Funds | — | $14K | $702K | 3.6% | |
| Matrix Trust Company DFA Global Equity I Fund - 20,709.038 shares | Mutual Funds | — | $21K | $686K | 3.5% | |
| Matrix Trust Company DFA U.S. Small Cap Value I Fund - 13,417.332 shares | Mutual Funds | — | $13K | $651K | 3.3% | |
| Matrix Trust Company Vanguard Target Retirement 2045 - 18,540.929 shares | Mutual Funds | — | $19K | $550K | 2.8% | |
| Matrix Trust Company Vanguard Target Retirement 2035 - 22,493.016 shares | Mutual Funds | — | $22K | $539K | 2.8% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $3K | $520K | 2.7% | |
| Matrix Trust Company Vanguard Target Retirement 2055 - 9,174.504 shares | Mutual Funds | — | $9K | $510K | 2.6% | |
| Matrix Trust Company Vanguard Inflation Protected Securities - 22,339.019 shares | Mutual Funds | — | $22K | $503K | 2.6% | |
| Matrix Trust Company DFA U.S. Micro Cap I Fund - 16,990.091 shares | Mutual Funds | — | $17K | $493K | 2.5% | |
| Matrix Trust Company Vanguard Target Retirement Income - 29,083.105 shares | Mutual Funds | — | $29K | $381K | 2.0% | |
| Matrix Trust Company DFA Large Cap International I Fund - 12,183.340 shares | Mutual Funds | — | $12K | $326K | 1.7% | |
| Matrix Trust Company Vanguard Total Bond Market Index Fund - 30,976.941 shares | Common Collective Trusts | — | $31K | $294K | 1.5% | |
| Matrix Trust Company DFA International Core Equity I - 18,429.239 shares | Mutual Funds | — | $18K | $284K | 1.5% | |
| Matrix Trust Company Vanguard Target Retirement 2040 - 6,221.232 shares | Mutual Funds | — | $6K | $269K | 1.4% | |
| Matrix Trust Company Noninterest-bearing cash and cash equivalents | Cash / Money Market | — | — | $228K | 1.2% | |
| Matrix Trust Company DFA Real Estate Securities I - 5,308.779 shares | Mutual Funds | — | $5K | $214K | 1.1% | |
| Matrix Trust Company DFA Emerging Markets Core Equity I Fund - 7,640.397 shares | Mutual Funds | — | $8K | $178K | 0.9% | |
| Matrix Trust Company Vanguard Target Retirement 2065 - 4,348.101 shares | Mutual Funds | — | $4K | $146K | 0.8% | |
| Matrix Trust Company DFA Global Allocation 25/75 Fund - 7,132.897 shares | Mutual Funds | — | $7K | $98K | 0.5% | |
| Matrix Trust Company Vanguard Target Retirement 2070 - 3,324.902 shares | Mutual Funds | — | $3K | $89K | 0.5% | |
| Matrix Trust Company Vanguard Mid Cap Index Admiral Shares - 249.867 shares | Mutual Funds | — | — | $82K | 0.4% | |
| Matrix Trust Company Vanguard Small Cap Growth Index Fund Adm - 343.703 shares | Common Collective Trusts | — | — | $34K | 0.2% | |
| Matrix Trust Company Vanguard Target Retirement 2020 - 909.947 shares | Mutual Funds | — | — | $24K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
