Dan Wolf Automotive Group's EIN is 36-2720208.
Download the official 2024 Form 5500 (PDF) for Dan Wolf Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dan Wolf Automotive Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | ADVISOR INVES TMENT MA | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.5M | 95.4% | |
| PUTNAM FIDUCIARY TRUST COMPANY, LLC JOHN HANCOCK ENTERPRISES · EIN 04-3159710 / PN 202 | Master Trust | — | — | $697K | 4.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTION GROUP | 02-2668095 | — | THIRD PARTY A DMINISTRATO | $8K | — |