Brian DITZ signed Liberty Auto Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Auto Group, Ltd.'s EIN is 34-1926108.
Download the official 2024 Form 5500 (PDF) for Liberty Auto Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Auto Group, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY-PLAN | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LG CAP GR III R1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 8.0% | |
| Vanguard Equity-Income Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 8.0% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.9M | 7.6% | |
| RELIANCE TR/NY LIFE ANCHOR CL 0 NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.2% | |
| CORE BOND CLASS R1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.5M | 6.1% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 5.7% | |
| American Funds Fundamental Investors Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 5.0% | |
| Participant Direct Brokerage Account Assets Corporate Stock | Self-Directed Brokerage | — | — | $1.2M | 4.9% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 4.6% | |
| Vanguard International Value Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 4.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 4.1% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | Other securities | — | — | $995K | 4.0% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $789K | 3.2% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $774K | 3.1% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $753K | 3.0% | |
| Janus Henderson Global Tech and Innovation Fund Mutual Fund | Mutual Funds | — | — | $735K | 3.0% | |
| Vanguard Interm-Term Treasury Fund Mutual Fund | Mutual Funds | — | — | $704K | 2.8% | |
| Fidelity Select Utilities Portfolio Fund Mutual Fund | Mutual Funds | — | — | $586K | 2.4% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $462K | 1.9% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $282K | 1.1% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% | Bonds / Notes | — | — | $246K | 1.0% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $208K | 0.8% | |
| Macquarie Mid-Cap Growth Fund Mutual Fund | Other securities | — | — | $206K | 0.8% |
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 |
|---|---|---|---|---|---|
| REA & ASSOCIATES | 34-1310124 | — | AUDIT | $16K | — |
