Freddie Jacobs Jr. signed Raymond Chevrolet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Raymond Chevrolet, Inc.'s EIN is 36-2512355.
Download the official 2024 Form 5500 (PDF) for Raymond Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Raymond 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COL S&P 500 Idx Collective Trust Fund | Common Collective Trusts | — | — | $3.1M | 21.0% | |
| T Rowe Price Ret Blend SLCT TR 2025 Collective Trust Fund | Common Collective Trusts | — | — | $2.5M | 16.9% | |
| T Rowe Price Ret Blend SLCT TR 2035 Collective Trust Fund | Common Collective Trusts | — | — | $1.2M | 8.1% | |
| T Rowe Price Ret Blend SLCT TR 2030 Collective Trust Fund | Common Collective Trusts | — | — | $1.0M | 6.9% | |
| T Rowe Price Ret Blend SLCT TR 2040 Collective Trust Fund | Common Collective Trusts | — | — | $731K | 4.9% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $658K | 4.4% | |
| T Rowe Price Ret Blend SLCT TR 2045 Collective Trust Fund | Common Collective Trusts | — | — | $586K | 3.9% | |
| T Rowe Price Ret Blend SLCT TR 2050 Collective Trust Fund | Common Collective Trusts | — | — | $484K | 3.3% | |
| T Rowe Price Ret Blend SLCT TR 2055 Collective Trust Fund | Common Collective Trusts | — | — | $449K | 3.0% | |
| T Rowe Price Ret Blend SLCT TR 2020 Collective Trust Fund | Common Collective Trusts | — | — | $422K | 2.8% | |
| NT ACWI EX US IMI FD Collective Trust Fund | Common Collective Trusts | — | — | $394K | 2.6% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $353K | 2.4% | |
| NT Agg Bond Index Fund Collective Trust Fund | Common Collective Trusts | — | — | $326K | 2.2% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $305K | 2.0% | |
| T Rowe Price Ret Blend SLCT TR 2060 Collective Trust Fund | Common Collective Trusts | — | — | $299K | 2.0% | |
| T Rowe Price Ret Blend SLCT TR 2015 Collective Trust Fund | Common Collective Trusts | — | — | $271K | 1.8% | |
| NT COL Gro Idx Collective Trust Fund | Common Collective Trusts | — | — | $227K | 1.5% | |
| American Funds EuroPacific Mutual Fund | Mutual Funds | — | — | $210K | 1.4% | |
| Notes receivable from participants Rates from 5.25% to 10.50% | Bonds / Notes | — | — | $202K | 1.4% | |
| NT COL S&P 400 Idx Collective Trust Fund | Common Collective Trusts | — | — | $180K | 1.2% | |
| MassMutal Select Mid Cap Growth Mutual Fund | Other securities | — | — | $178K | 1.2% | |
| Principal Small Cap Growth R6 Mutual Fund | Other securities | — | — | $161K | 1.1% | |
| T Rowe Price Ret Blend SLCT TR 2065 Collective Trust Fund | Common Collective Trusts | — | — | $153K | 1.0% | |
| NT COL Idx Collective Trust Fund | Common Collective Trusts | — | — | $138K | 0.9% | |
| SSGA Real Asset Fund Class C Collective Trust Fund | Common Collective Trusts | — | — | $109K | 0.7% | |
| NT COL Val idx Collective Trust Fund | Common Collective Trusts | — | — | $81K | 0.5% | |
| Allspring Special Small Cap Value Mutual Fund | Other securities | — | — | $80K | 0.5% | |
| MFS Mid Cap Value Fund Collective Trust Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| OTHER |
| $12K |
| — |
