Mark Montgomery signed King Automotive Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
King Automotive Management LLC's EIN is 27-1608330.
Download the official 2024 Form 5500 (PDF) for King Automotive Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)King Automotive Management LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | ACCOUNTANT | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GRTGRAY T.ROWE RET 2030 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $7.0M | 19.3% | |
| GRTGRAY T.ROWE RET 2020 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $4.2M | 11.6% | |
| GRTGRAY T.ROWE RET 2035 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.5M | 9.7% | |
| GRTGRAY T.ROWE RET 2025 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $3.4M | 9.3% | |
| GRTGRAY T.ROWE RET 2040 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| GRTGRAY T.ROWE RET 2055 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| GRTGRAY T.ROWE RET 2050 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| Metropolitan Wt Tl Rtn Bd Plan | Other securities | — | — | $1.2M | 3.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| Vanguard Info Tech Idx Adm Fd | Common Collective Trusts | — | — | $861K | 2.4% | |
| BlackRock Equity Div K Fund | Other securities | — | — | $831K | 2.3% | |
| GRTGRAY T.ROWE RET 2045 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $825K | 2.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $722K | 2.0% | |
| Notes receivable from participants (5.25%-10.50%) | Bonds / Notes | — | — | $689K | 1.9% | |
| Capital Appreciation Sep Acct + | Pooled Separate Accounts | — | — | $597K | 1.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $597K | 1.6% | |
| GRTGRAY T.ROWE RET 2060 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $577K | 1.6% | |
| INTERNATIONAL GROWTH II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $516K | 1.4% | |
| Vanguard Health Care Idx Adm | Common Collective Trusts | — | — | $381K | 1.1% | |
| Fidelity Gr Strategies K6 Fund | Mutual Funds | — | — | $365K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $322K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $295K | 0.8% | |
| GRTGRAY T.ROWE RET 2015 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $291K | 0.8% | |
| GRTGRAY T.ROWE RET 2065 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $281K | 0.8% | |
| GRTGRAY T.ROWE RET 2010 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $204K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $162K | 0.4% | |
| Vanguard Utilities Idx Adm Fd | Common Collective Trusts | — | — | $159K | 0.4% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $141K | 0.4% | |
| Vanguard Energy Idx Admiral Fd | Common Collective Trusts | — | — | $116K | 0.3% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $81K | 0.2% | |
| (E) | Other securities | — | — | $81K | 0.2% | |
| (E) | Other securities | — | — | $63K | 0.2% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | — | $63K | 0.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
