Liberty Chevrolet, Inc.'s EIN is 32-0082440.
Download the official 2024 Form 5500 (PDF) for Liberty Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Chevrolet, Inc.'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 |
|---|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | — | CLARKSTON, MI | INVESTMENT ADVISOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $80K | — |
| CHARLES SCHWAB BANK TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $31.6M | 96.1% | |
| AGGRESSIVE MANAGED AC PORT FREEDOM GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $10.2M | 30.9% | |
| GROWTH MANAGED AC PORT FREEDOM 401( GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $9.1M | 27.7% | |
| MODERATE MANAGED AC PORT FREEDOM 40 GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $6.0M | 18.1% | |
| CONSERVATIVE MANAGED AC PORT FREEDO GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $1.9M | 5.7% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 247 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| T. ROWE PRICE BLUE CHIP GRTH TR-T6 T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| INCOME MANAGED AC PORT FREEDOM 401( GREAT GRAY TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $612K | 1.9% | |
| RELIANCE NY LIFE ANCHOR SERIES CL RELIANCE TRUST · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $438K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $188K | 0.6% | |
| MFS LARGE CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $154K | 0.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $57K | 0.2% | |
| NT CIT EXTND MKT INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 149 | Common Collective Trust | — | — | $55K | 0.2% | |
| GR GRAY EUROPACIFIC GWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $54K | 0.2% | |
| NT CIT AGGREGATE BOND INDEX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 151 | Common Collective Trust | — | — | $10K | <0.1% | |
| NT CIT ACWI EX-US IMI DC NL T4 NORTHERN FUNDS · EIN 45-6138589 / PN 204 | Common Collective Trust | — | — | $3K | <0.1% |
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
