Chris Watkins signed Shippers Automotive Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shippers Automotive Group, LLC's EIN is 31-1331563.
Download the official 2024 Form 5500 (PDF) for Shippers Automotive Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shippers Automotive Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTLE ROCK INVESTMENT COMPANY | — | CASTLE ROCK, CO | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Investor Fund N/R | Mutual Funds | — | — | $1.9M | 23.0% | |
| Vanguard Target Retirement 2030 Investor Fund N/R | Mutual Funds | — | — | $1.1M | 13.1% | |
| Vanguard Target Retirement 2040 Investor Fund N/R | Mutual Funds | — | — | $931K | 11.5% | |
| Vanguard Target Retirement 2045 Investor Fund N/R | Mutual Funds | — | — | $895K | 11.0% | |
| Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $656K | 8.1% | |
| Vanguard Target Retirement 2050 Investor Fund N/R | Mutual Funds | — | — | $576K | 7.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $419K | 5.2% | |
| Vanguard Small Cap Index Fund Admiral Class N/R | Common Collective Trusts | — | — | $280K | 3.5% | |
| Vanguard Target Retirement 2025 Investor Fund N/R | Mutual Funds | — | — | $278K | 3.4% | |
| Vanguard Target Retirement 2060 Investor Fund N/R | Mutual Funds | — | — | $263K | 3.2% | |
| Vanguard Target Retirement 2020 Investor Fund N/R | Mutual Funds | — | — | $246K | 3.0% | |
| Vanguard Target Retirement 2055 Investor Fund N/R | Mutual Funds | — | — | $177K | 2.2% | |
| American Funds American Funds American Balanced Fund R6 N/R | Mutual Funds | — | — | $119K | 1.5% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $89K | 1.1% | |
| Vanguard Federal Money Market Investor Fund N/R | Mutual Funds | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2065 Investor Fund N/R | Mutual Funds | — | — | $49K | 0.6% | |
| American Century American Century Inflation Adjusted Bond Fund R6 N/R | Other securities | — | — | $35K | 0.4% | |
| William Blair William Blair Emerging Markets Growth R6 N/R | Other securities | — | — | $26K | 0.3% | |
| Baird Aggregate Bond Institutional Fund N/R | Other securities | — | — | $24K | 0.3% | |
| Fidelity Overseas Fund K N/R | Mutual Funds | — | — | $24K | 0.3% | |
| T. Rowe Price T. Rowe Price International Discovery Fund R6 N/R | Other securities | — | — | $22K | 0.3% | |
| Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $17K | 0.2% |
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 |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | OTHER | $8K | — |
