Mary Lynn Hamrick signed Kelley Automotive Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kelley Automotive Group, LLC's EIN is 27-2098643.
Download the official 2024 Form 5500 (PDF) for Kelley Automotive Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kelley Automotive Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $146K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECT ACCT | Other securities | — | $2.5M | $2.5M | 9.0% | |
| GUGGENHEIM TOTAL RTRN CL R6 GM | Other securities | — | $2.3M | $2.3M | 8.4% | |
| PGIM TOTAL RETURN BOND FD A GM | Other securities | — | $2.6M | $2.3M | 8.3% | |
| MFS INTERNAT DIVERSIFCTIN A GM | Mutual Funds | — | $1.4M | $1.6M | 5.6% | |
| ISHARES S&P 500 INDEX INSTL GM | Common Collective Trusts | — | $834K | $1.4M | 4.9% | |
| AMERICAN CENTURY MID CAP A GM | Other securities | — | $1.2M | $1.2M | 4.2% | |
| COLUMBIA DIVIDEND INCOME GM | Other securities | — | $891K | $1.1M | 4.1% | |
| LOOMIS SAYLES GLOBL ALLOC A GM | Other securities | — | $1.1M | $1.1M | 4.1% | |
| COLUMBIA SMALL CAP INDEX A GM | Other securities | — | $990K | $991K | 3.5% | |
| AMERICAN NEW WORLD FD R5 GM | Other securities | — | $934K | $978K | 3.5% | |
| JANUS HENDERSON ENTERPRISE GM | Mutual Funds | — | $924K | $977K | 3.5% | |
| JP MORGAN US GARP EQTY FD A GM | Other securities | — | $696K | $967K | 3.5% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $862K | 3.1% | |
| ISHARES MSCI EAFE INTRL IDX GM | Common Collective Trusts | — | $711K | $806K | 2.9% | |
| ISHARES S&P 500 INDEX FD INSTL | Common Collective Trusts | — | $506K | $796K | 2.8% | |
| PIMCO GNMA AND GVRMT SECS A GM | Agency / Mortgage-Backed | — | $837K | $750K | 2.7% | |
| BLACKROCK INFL PROT A GM | Other securities | — | $801K | $740K | 2.6% | |
| BLACKROCK HIGH YIELD PORTFOL A | Other securities | — | $741K | $733K | 2.6% | |
| FIDELITY ADV EQUITY GRTH A-GM | Mutual Funds | — | $441K | $587K | 2.1% | |
| AMERICAN FUNDS 2030 TARGET R6 | Mutual Funds | — | $591K | $560K | 2.0% | |
| FIDELITY ADV EQUITY GRTH A | Mutual Funds | — | $433K | $533K | 1.9% | |
| LOAN FUND | Other securities | — | $488K | $488K | 1.7% | |
| PUTNAM STABLE VALUE FUND 20 | Stable Value | — | $480K | $480K | 1.7% | |
| DWS RREEF REAL EST SECUR A GM | Other securities | — | $378K | $407K | 1.5% | |
| PUTNAM STABLE VALUE FUND 20 GM | Stable Value | — | $382K | $382K | 1.4% | |
| JP MORGAN US GARP EQUITY FD A | Other securities | — | $273K | $361K | 1.3% | |
| AMERICAN FUNDS 2040 TARGET R6 | Mutual Funds | — | $229K | $285K | 1.0% | |
| AMERICAN FUNDS 2035 TARGET R6 | Mutual Funds | — | $227K | $227K | 0.8% | |
| GUGGENHEIM TOTAL RTRN CL R6 | Other securities | — | $185K | $186K | 0.7% | |
| COLUMBIA DIVIDEND INCOME | Other securities | — | $147K | $177K | 0.6% | |
| AMERICAN FUNDS 2050 TARGET R6 | Mutual Funds | — | $142K | $159K | 0.6% | |
| JANUS HENDERSON ENTERPRISE A | Mutual Funds | — | $118K | $126K | 0.4% | |
| PUTNAM LARGE CAP VALUE FUND A | Mutual Funds | — | $106K | $124K | 0.4% | |
| PGIM TOTAL RETURN BOND FUND A | Other securities | — | $117K | $110K | 0.4% | |
| VANGUARD SMALL CAP INDEX FUND | Common Collective Trusts | — | $67K | $85K | 0.3% | |
| AMERICAN CENTURY MID CAP CL A | Common Stocks | — | $81K | $79K | 0.3% | |
| VANGUARD MID CAP INDEX FUND | Common Collective Trusts | — | $56K | $69K | 0.2% | |
| PGIM JENNISON SML COMP R4 | Other securities | — | $53K | $62K | 0.2% | |
| MFS INTERNATIONAL GRTH FD CL A | Mutual Funds | — | $53K | $56K | 0.2% | |
| ISHARES MSCI EAFE INTRNL IDX A | Common Collective Trusts | — | $52K | $55K | 0.2% | |
| COLUMBIA SMALL CAP INDEX FD A | Other securities | — | $57K | $54K | 0.2% | |
| VANGUARD TOTAL INT STOCK INDEX | Mutual Funds | — | $45K | $45K | 0.2% | |
| BLACKROCK INFL PROT A | Other securities | — | $47K | $43K | 0.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Mutual Funds | — | $34K | $37K | 0.1% | |
| MFS INTERNAT DIVERSIFICATION A | Mutual Funds | — | $36K | $37K | 0.1% | |
| AMERICAN NEW WORLD FUND R5 | Other securities | — | $33K | $35K | 0.1% | |
| BLACKROCK HIGH YIELD PORTFOL A | Other securities | — | $31K | $30K | 0.1% | |
| VANGUARD WELLESLEY INC CL ADM | Mutual Funds | — | $26K | $25K | <0.1% | |
| DWS RREEF REAL ESTATE SECUR A | Other securities | — | $22K | $23K | <0.1% | |
| MFS RESEARCH FUND | Mutual Funds | — | $16K | $19K | <0.1% |
