LORI Peterson signed JEG'S Automotive, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JEG'S Automotive, LLC's EIN is 31-0988609.
Download the official 2024 Form 5500 (PDF) for JEG'S Automotive, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JEG'S Automotive, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS | 20-2122306 | — | OTHER | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P500 Index Fund Instl " | Common Collective Trusts | — | — | $2.9M | 14.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.5M | 12.4% | |
| Federated Hermes Capital Preservation Fund ISP Common collective trust | Common Collective Trusts | — | — | $2.0M | 9.9% | |
| Ishares MSCI EAFE International Instl " | Other securities | — | — | $1.5M | 7.3% | |
| Voya Intermediate Bond Fund A " | Other securities | — | — | $1.0M | 5.1% | |
| Janus Henderson Enterprise GM " | Mutual Funds | — | — | $716K | 3.5% | |
| Putnam Large Cap Value Fund A GM " | Mutual Funds | — | — | $687K | 3.4% | |
| PGIM TOTAL RETURN BOND BD R6 MUTUAL FUNDS | Other securities | — | $668K | $658K | 3.2% | |
| Janus Henderson Enterprise A " | Mutual Funds | — | — | $608K | 3.0% | |
| MFS International Growth Fund Class A " | Mutual Funds | — | — | $595K | 2.9% | |
| MFS Growth Fund Class A GM " | Mutual Funds | — | — | $564K | 2.8% | |
| Putnam Large Cap Value Fund A " | Mutual Funds | — | — | $551K | 2.7% | |
| Ishares S&P500 Index Fund Instl GM " | Common Collective Trusts | — | — | $545K | 2.7% | |
| PGIM Total Return Bond Bd R6 GM " | Other securities | — | — | $534K | 2.6% | |
| Federated Hermes Capital Preservation Fund GM " | Other securities | — | — | $493K | 2.4% | |
| Voya Intermediate Bond Fund A GM " | Other securities | — | — | $465K | 2.3% | |
| Janus Henderson Triton Fund I " | Mutual Funds | — | — | $458K | 2.3% | |
| Columbia Balanced Fund Class A " | Other securities | — | — | $455K | 2.2% | |
| MFS International Growth Fund Class A GM " | Mutual Funds | — | — | $444K | 2.2% | |
| First Eagle Global Fund Class A GM " | Other securities | — | — | $389K | 1.9% | |
| Ishares Russell 2000 Small Cap Ins " | Common Collective Trusts | — | — | $363K | 1.8% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund A " | Other securities | — | — | $362K | 1.8% | |
| Pimco Stocksplus International US Hedged GM " | Mutual Funds | — | — | $356K | 1.7% | |
| Janus Henderson Triton Fund I GM " | Mutual Funds | — | — | $345K | 1.7% | |
| Ishares MSCI EAFE International Instl GM " | Other securities | — | — | $336K | 1.7% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund A GM " | Other securities | — | — | $330K | 1.6% | |
| MFS Growth Fund Class A " | Mutual Funds | — | — | $320K | 1.6% | |
| Pimco Income Fund Instl Cl GM " | Mutual Funds | — | — | $311K | 1.5% | |
| American Century Inflation Adjusted R5 GM " | Other securities | — | — | $285K | 1.4% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $284K | 1.4% | |
| American Century Inflation Adjusted R5 " | Other securities | — | — | $280K | 1.4% | |
| MFS MA Invest Growth Stock Fund " | Mutual Funds | — | — | $215K | 1.1% | |
| Pimco International Bd USD Hedged GM " | Mutual Funds | — | — | $197K | 1.0% | |
| Invesco Equity and Income R5 " | Mutual Funds | — | — | $187K | 0.9% | |
| First Eagle Global Fund Class A Mutual fund | Other securities | — | — | $110K | 0.5% | |
| Pimco Income Fund Instl Cl " | Mutual Funds | — | — | $74K | 0.4% | |
| Pimco Stocksplus International US Hedged " | Mutual Funds | — | — | $37K | 0.2% | |
| Pimco International Bd USD Hedged Inst " | Mutual Funds | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
