Caldwell Automotive Partners, LLC's EIN is 32-0365711.
Download the official 2022 Form 5500 (PDF) for Caldwell Automotive Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Caldwell Automotive Partners, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century One Choice( R) 2010 48 * American Century One Choice( R) 2015 48 * American Century One Choice( R) 2020 | Other securities | — | — | $538K | 31.3% | |
| American Century One Choice( R) 2025 | Other securities | — | — | $186K | 10.8% | |
| American Century One Choice( R) 2045 | Other securities | — | — | $174K | 10.1% | |
| American Century One Choice( R) 2040 | Other securities | — | — | $171K | 10.0% | |
| American Century One Choice( R) 2030 | Other securities | — | — | $124K | 7.2% | |
| American Century One Choice( R) 2050 | Other securities | — | — | $105K | 6.1% | |
| American Century One Choice( R) 2035 | Other securities | — | — | $89K | 5.2% | |
| American Century One Choice( R) 2055 | Other securities | — | — | $81K | 4.7% | |
| American Century One Choice( R) 2060 | Other securities | — | — | $43K | 2.5% | |
| American Century One Choice( R) 2065 | Other securities | — | — | $37K | 2.2% | |
| Capital Group Growth Fund of America R3 | Common Stocks | — | — | $33K | 1.9% | |
| American Funds Capital One - R3 | Mutual Funds | — | — | $25K | 1.5% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $24K | 1.4% | |
| American Funds American Mutual Fund Capital One | Mutual Funds | — | — | $9K | 0.5% | |
| American Funds Money Market Fund 208 * American Funds U.S. Government Money Market R3 | Mutual Funds | — | — | $9K | 0.5% | |
| American Funds Investment Company of America R3 | Mutual Funds | — | — | $9K | 0.5% | |
| American Funds PSGI R3 | Mutual Funds | — | — | $7K | 0.4% | |
| maturing through July 2024 - | Other securities | — | — | $4K | 0.2% | |
| American Funds Capital income Builder R3 507 * American Funds American High-Income Trust R3 | Mutual Funds | — | — | $4K | 0.2% | |
| Capital Group The Income Fund of America 229 * American Funds New Perspective Fund | Mutual Funds | — | — | $3K | 0.2% | |
| American Fund Washington Mutual Investors Fund R-3 | Other securities | — | — | $2K | 0.1% | |
| American Funds World Growth and Income Fund 215 * American Funds Small Cap World Fund 952 * American Funds New World Fund 212 * American Funds Short-Term Bond Fund of America | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds The Bond Fund of America | Mutual Funds | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
