Pansy White signed Sutton Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutton Ford, Inc.'s EIN is 36-3669281.
Download the official 2024 Form 5500 (PDF) for Sutton Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sutton Ford, 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 |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | — | CHICAGO, IL | INVESTMENT SERVICES | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Balanced Index Adm | Mutual Funds | — | — | $2.6M | 25.0% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 009 | Common Collective Trust | — | — | $1.1M | 10.3% | |
| The Vanguard Group Target Retirement 2040 Inv | Mutual Funds | — | — | $839K | 7.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $653K | 6.2% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $350K | 3.3% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | — | $309K | 2.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $217K | 2.0% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $201K | 1.9% | |
| Participant loans Participant Loans 4.25% - 9.5% | Bonds / Notes | — | — | $199K | 1.9% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $188K | 1.8% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $188K | 1.8% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $186K | 1.8% | |
| Registered Investment Companies - Mutual Funds Alliance Bernstein Small Cap Growth Portfolio Fund Z | Other securities | — | — | $175K | 1.7% | |
| The Vanguard Group Target Retirement 2025 Inv | Mutual Funds | — | — | $142K | 1.3% | |
| SIPC Bridge Invt Group Holdings Inc. ** 790 SIPC Apple Inc. | Common Stocks | — | — | $130K | 1.2% | |
| Carillon Scout Mid Cap I | Other securities | — | — | $126K | 1.2% | |
| Intermediate Bond Fund of America Class R-6 | Other securities | — | — | $126K | 1.2% | |
| The Vanguard Group Target Retirement 2030 Inv | Mutual Funds | — | — | $118K | 1.1% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $114K | 1.1% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $113K | 1.1% | |
| The Vanguard Group Target Retirement 2055 Inv | Mutual Funds | — | — | $107K | 1.0% | |
| American Funds Small Cap World Fund Class R-6 | Mutual Funds | — | — | $99K | 0.9% | |
| Dodge & Cox Income Cl I | Mutual Funds | — | — | $89K | 0.8% | |
| The Vanguard Group Target Retirement 2060 Inv | Mutual Funds | — | — | $84K | 0.8% | |
| The Vanguard Group Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $62K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $59K | 0.6% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $55K | 0.5% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $55K | 0.5% | |
| The Vanguard Group Equity-Income Adm | Mutual Funds | — | — | $53K | 0.5% | |
| The Vanguard Group Target Retirement 2035 Inv | Mutual Funds | — | — | $51K | 0.5% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $49K | 0.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $49K | 0.5% | |
| Fidelity Large Cap Growth Idx Instl Prm | Common Collective Trusts | — | — | $41K | 0.4% | |
| The Vanguard Group Inflation Protected Secs Adm ** 745 The Vanguard Group Real Estate Index Admiral | Mutual Funds | — | — | $41K | 0.4% | |
| The Vanguard Group Target Retirement 2045 Inv ** 655 The Vanguard Group Target Retirement 2050 Inv | Mutual Funds | — | — | $41K | 0.4% | |
| BlackRock Advantage Inflation Protected Bond K | Other securities | — | — | $38K | 0.4% | |
| Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $36K | 0.3% | |
| The Vanguard Group Target Retirement Income Adm | Mutual Funds | — | — | $34K | 0.3% | |
| BlackRock Advantage Small Cap Core K | Other securities | — | — | $34K | 0.3% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $31K | 0.3% | |
| The Vanguard Group Short-Term Investment-Grade Adm | Mutual Funds | — | — | $31K | 0.3% | |
| The Vanguard Group Developed Markets Index Admira | Mutual Funds | — | — | $27K | 0.3% | |
| Principal Equity Income Inst | Other securities | — | — | $27K | 0.3% | |
| American Century Small Cap Value R6 | Other securities | — | — | $26K | 0.2% | |
| The Vanguard Group Target Retirement 2065 Inv | Mutual Funds | — | — | $21K | 0.2% | |
| The Vanguard Group Total Bond Market Index Adm | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $17K | 0.2% | |
| The Vanguard Group Small Cap Index Adm | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Large Cap Value Index Prm Inst | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
