Sean McCarthy signed Germain Automotive Partnership, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Germain Automotive Partnership, Inc.'s EIN is 27-4723638.
Download the official 2024 Form 5500 (PDF) for Germain Automotive Partnership, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Germain Automotive Partnership, Inc.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANCISCO, CA | PLAN CUSTODIAN/TRUSTEE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $14.3M | 29.4% | |
| BLACKROCK MSCI ACWI EX-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $8.8M | 18.1% | |
| PGIM TOTAL RETURN BOND FUND CIT R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.4M | 9.2% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $4.2M | 8.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $3.7M | 7.5% | |
| PIMCO Income Fund Institutional Class # | Mutual Funds | — | — | $3.5M | 7.3% | |
| Baird Aggregate BO # | Other securities | — | — | $2.6M | 5.4% | |
| Common collective trusts MetLife Benefit responsive contract fund # | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625285 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| Participants maximum five-year term, collateralized by 50% of participants' vested account balance | Other securities | — | — | $1.0M | 2.1% | |
| T. Rowe Price Inst Africa and Middle East # | Other securities | — | — | $673K | 1.4% | |
| AGR Capital Management Large Cap Defensive Style Fund R6 # | Mutual Funds | — | — | $467K | 1.0% | |
| Vanguard Target Retirement 2065 Inv # | Mutual Funds | — | — | $334K | 0.7% | |
| Fidelity Total Market Index Fund Money market fund # | Common Collective Trusts | — | — | $312K | 0.6% | |
| Vanguard Target Retirement 2060 Inv # | Mutual Funds | — | — | $280K | 0.6% | |
| Vanguard Target Retirement 2020 Fd I # 9 Vanguard Target Retirement 2025 Fd I # | Mutual Funds | — | — | $272K | 0.6% | |
| Vanguard Target Retirement 2055 Inv # | Mutual Funds | — | — | $260K | 0.5% | |
| Vanguard Target Retirement 2050 Fd I # | Mutual Funds | — | — | $234K | 0.5% | |
| Dodge & Cox Dodge & Cox Stock Fund # | Mutual Funds | — | — | $196K | 0.4% | |
| Vanguard Target Retirement 2040 Fd I # | Mutual Funds | — | — | $145K | 0.3% | |
| Vanguard Target Retirement 2035 Fd I # | Mutual Funds | — | — | $145K | 0.3% | |
| CLEARBRIDGE LARGE CAP GROWTH FUND R GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $123K | 0.3% | |
| Vanguard Target Retirement 2030 Fd I # | Mutual Funds | — | — | $91K | 0.2% | |
| Vanguard Target Retirement 2045 Fd I # | Mutual Funds | — | — | $85K | 0.2% | |
| PrimeCap Odyssey Aggressive Growth # | Mutual Funds | — | — | $63K | 0.1% | |
| WCM Focused International Growth Ins # | Other securities | — | — | $51K | 0.1% | |
| Brown Capital Management Small Co lnstl # | Common Stocks | — | — | $23K | <0.1% | |
| Target Retirement INCM Target Retirement INCM # | Other securities | — | — | $14K | <0.1% | |
| PIMCO Real Return Institutional # | Mutual Funds | — | — | $10K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $9K | <0.1% | |
| Target Retirement 2070 Fd I Money market fund # | Cash / Money Market | — | — | $6K | <0.1% | |
| T. Rowe Price Mid Cap Value Fund # | Other securities | — | — | $3K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral Val R6 # | Other securities | — | — | $3K | <0.1% | |
| DFA Intl Small Cap Value Portfolio # | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Commodity Real Return # | Mutual Funds | — | — | $1K | <0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $184K | — |
