Emily Devoe Lopez signed DICK Devoe Buick-Cadillac, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DICK Devoe Buick-Cadillac, Inc.'s EIN is 35-1051129.
Download the official 2024 Form 5500 (PDF) for DICK Devoe Buick-Cadillac, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DICK Devoe Buick-Cadillac, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.7M | 15.3% | |
| Empower Guaranteed Interest Fund | Other securities | — | — | $1.6M | 13.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $575K | 5.1% | |
| Fidelity Select Software & It Services | Mutual Funds | — | — | $538K | 4.7% | |
| American Funds American Funds Us Government Sec R6 | Mutual Funds | — | — | $508K | 4.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $471K | 4.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $466K | 4.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $424K | 3.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $416K | 3.7% | |
| Fidelity International Index | Mutual Funds | — | — | $339K | 3.0% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $329K | 2.9% | |
| Maturities through 2032 - | Other securities | — | — | $276K | 2.4% | |
| JP Morgan JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $271K | 2.4% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $266K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $242K | 2.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $241K | 2.1% | |
| Vanguard Short-term Investment-grade Adm | Mutual Funds | — | — | $237K | 2.1% | |
| Thrivent Mid Cap Stock S | Other securities | — | — | $232K | 2.0% | |
| Fidelity Select Utilities Portfolio | Mutual Funds | — | — | $222K | 2.0% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $218K | 1.9% | |
| T. Rowe Price T. Rowe Price Health Sciences | Other securities | — | — | $209K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $203K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $202K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $194K | 1.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $152K | 1.3% | |
| PIMCO Diversified Inc Instl | Mutual Funds | — | — | $143K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $136K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $132K | 1.2% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $83K | 0.7% | |
| Columbia Dividend Inocme Instl 3 | Other securities | — | — | $66K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $49K | 0.4% | |
| Loomis Sayles Ltd Term Govt And Agency Y | Common Stocks | — | — | $39K | 0.3% | |
| Victory Sycamore Victory Sycamore Established Value I | Other securities | — | — | $37K | 0.3% | |
| Fidelity Advisor Small Cap Growth I | Mutual Funds | — | — | $32K | 0.3% | |
| Fidelity Advisor Small Cap Value I | Mutual Funds | — | — | $27K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $23K | 0.2% | |
| Invesco International Small Mid Company R6 | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $14K | 0.1% | |
| Harbor Small Cap Value Instl | Other securities | — | — | $10K | <0.1% | |
| MFS Moderate Allocation R4 | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Growth Allocation R4 | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Conservative Allocation R4 | 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.
| — |
| DUBLIN, OH |
| INVESTMENT ADVISOR |
| $26K |
| — |
