Castle Chevrolet, Inc.'s EIN is 36-4392164.
Download the official 2024 Form 5500 (PDF) for Castle Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Castle Chevrolet, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $732 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMNET MANAGEMENT | $9 | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | CHICAGO, IL | CONTRACT ADMIN | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NA NA | — | CHICAGO, IL | OTHER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AM FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.1M | 28.7% | |
| GREAT GRAY TRUST AM FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.3M | 17.2% | |
| GREAT GRAY TRUST AM FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $664K | 9.0% | |
| GREAT GRAY TRUST AM FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $604K | 8.2% | |
| GREAT GRAY TRUST AM FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $534K | 7.3% | |
| GREAT GRAY TRUST AM FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $510K | 6.9% | |
| GREAT GRAY TRUST AM FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $284K | 3.9% | |
| GREAT GRAY TRUST AM FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $265K | 3.6% | |
| Money Market Fund AB GOVERNMENT MONEY MARKET I Money Market Fund | Cash / Money Market | — | — | $142K | 1.9% | |
| GREAT GRAY TRUST AM FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $140K | 1.9% | |
| LARGE CAP GROWTH/JP MORGAN INV MGR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $137K | 1.9% | |
| GREAT GRAY TRUST AM FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $128K | 1.7% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $127K | 1.7% | |
| Participant Loans 6.75% to 10.50% interest | Bonds / Notes | — | — | $101K | 1.4% | |
| GREAT GRAY TRUST AM FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $85K | 1.2% | |
| GREAT GRAY TRST AM FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $63K | 0.9% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Funds | Mutual Funds | — | — | $27K | 0.4% | |
| FIDELITY INTERNATIONAL INDEX Mutual Funds | Mutual Funds | — | — | $25K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Mutual Funds | — | — | $23K | 0.3% | |
| PUTNAM LARGE CAP VALUE R6 Mutual Funds | Mutual Funds | — | — | $22K | 0.3% | |
| AVANTIS U S SMALL CAP VALUE INSTL Mutual Funds | Other securities | — | — | $19K | 0.3% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $18K | 0.2% | |
| MFS MID CAP VALUE FUND (IS PLATFORM) Variable Annuities | Mutual Funds | — | — | $13K | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANUITY INS CO OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $13K | 0.2% | |
| PIMCO INCOME INSTL Mutual Funds | Mutual Funds | — | — | $13K | 0.2% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $11K | 0.1% | |
| MFS MID CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $10K | 0.1% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual Funds | Other securities | — | — | $10K | 0.1% | |
| MFS INTL GROWTH EQUI (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $10K | 0.1% | |
| INTERNATIONAL BOND PLUS PIMCO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $2K | <0.1% |
