Kirk Johnson signed Uftring Chevrolet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uftring Chevrolet, Inc.'s EIN is 37-1120950.
Download the official 2024 Form 5500 (PDF) for Uftring Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uftring 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT, INC | 37-1388388 | — | INVESTMENT ADVISORY | $64K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $3.6M | 14.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.6M | 14.4% | |
| Participant Loans | Participant loans | — | $0 | $2.8M | 11.0% | |
| Vanguard Div Apprec Idx Adm Fd | Common Collective Trusts | — | $0 | $2.4M | 9.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.0M | 8.1% | |
| PIMCO Inv Gd Credi Bd Instl Fd | Mutual Funds | — | $0 | $1.5M | 5.8% | |
| American Funds AmerMut R6 Fd | Mutual Funds | — | $0 | $1.3M | 5.3% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $1.2M | 4.8% | |
| American Funds Intl Vantage R6 | Mutual Funds | — | $0 | $1.1M | 4.4% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $1.1M | 4.3% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.1M | 4.2% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $992K | 3.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $983K | 3.9% | |
| Columbia Small Cap Index I2 Fd | Other securities | — | $0 | $805K | 3.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $805K | 3.2% | |
| Columbia Mid Cap Index I2 Fund | Other securities | — | $0 | $786K | 3.1% | |
| JP Morgan Grw Advantage R6 Fd | Other securities | — | $0 | $746K | 3.0% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $697K | 2.8% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $550K | 2.2% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $329K | 1.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $215K | 0.9% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $202K | 0.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $178K | 0.7% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $171K | 0.7% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | $0 | $133K | 0.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $130K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $100K | 0.4% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $25K | 0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $148 | <0.1% |
