Steven Thomas signed Patrick Schaumburg Automobiles, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patrick Schaumburg Automobiles, Inc.'s EIN is 36-2067684.
Download the official 2024 Form 5500 (PDF) for Patrick Schaumburg Automobiles, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patrick Schaumburg Automobiles, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT INVESTMENT ADVISORS INC | 20-0822261 | — | INVESTMENT ADVISORY | $51K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3745616 | — | CONTRACT ADMINISTRATOR | $24K | — |
| PENTEGRA SERVICES INC. | 34-1319600 | — | CONTRACT ADMINISTRATOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Common stocks, mutual funds, money market funds and partnerships | Self-Directed Brokerage | — | — | $7.6M | 19.9% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | Mutual Funds | — | — | $4.0M | 10.4% | |
| PRIN LIFETIME 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.7M | 7.2% | |
| PRIN LIFETIME 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.7M | 7.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 6.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.1% | |
| PRIN LIFETIME 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.1M | 5.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 5.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| Vanguard Group Vanguard Value Index Adm Fund | Mutual Funds | — | — | $1.3M | 3.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 2.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $845K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $687K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $685K | 1.8% | |
| Participant Loans*** Interest at 3.25% - 8.50%, maturing through 2029 | Bonds / Notes | — | — | $618K | 1.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $581K | 1.5% | |
| PGIM Investments Prudential Total Ret Bond Q Fund | U.S. Treasuries | — | — | $494K | 1.3% | |
| Vanguard Dev Markets Index Adm Fund | Mutual Funds | — | — | $398K | 1.0% | |
| Legg Mason ClearBridge Small Cap Growth IS Fund | Other securities | — | — | $339K | 0.9% | |
| JP Morgan Funds Undisc Mgrs Behav Value R6 Fund | Other securities | — | — | $335K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $178K | 0.5% | |
| Oppenheimer Inv Dev Mark R6 Fd | Mutual Funds | — | — | $173K | 0.5% | |
| Hartford Mutual Funds Hartford Intl Opp R6 Fund | Other securities | — | — | $162K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $103K | 0.3% | |
| Alliance Bernstein AB Global Bond Z Fund | Other securities | — | — | $68K | 0.2% | |
| PGIM Investments Prudential High-Yield R6 Fund | Other securities | — | — | $52K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $41K | 0.1% | |
| Nuveen Real Est Secs R6 Fund | Mutual Funds | — | — | $28K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
