Hilary Ludema signed Auto-Owners Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Auto-Owners Insurance Company's EIN is 38-0315280.
Download the official 2024 Form 5500 (PDF) for Auto-Owners Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auto-Owners Insurance Company'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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $354K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $101K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Auto-Owners Life Deposit administration group Insurance Company annuity contract N/R | Common Stocks | — | — | $205.8M | 23.8% | |
| Vanguard Institutional index fund N/R | Common Collective Trusts | — | — | $73.9M | 8.5% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $70.7M | 8.2% | |
| Vanguard Total stock market index fund institutional plus shares N/R | Common Collective Trusts | — | — | $62.0M | 7.2% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $57.8M | 6.7% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $53.7M | 6.2% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $52.0M | 6.0% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $45.6M | 5.3% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $42.3M | 4.9% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $37.3M | 4.3% | |
| Vanguard Total international stock fund N/R | Mutual Funds | — | — | $37.0M | 4.3% | |
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $36.7M | 4.2% | |
| Vanguard Mid-cap index fund N/R | Common Collective Trusts | — | — | $23.5M | 2.7% | |
| Vanguard Total bond market index fund N/R | Common Collective Trusts | — | — | $22.6M | 2.6% | |
| Vanguard Small-cap index fund N/R | Common Collective Trusts | — | — | $16.5M | 1.9% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.2% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.2% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.5% | |
| Vanguard International bond index fund N/R | Common Collective Trusts | — | — | $1.3M | 0.2% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $407K | <0.1% | |
| Vanguard Target retirement income growth trust II N/R | Mutual Funds | — | — | $85K | <0.1% | |
| VFTC TARGET RET INC AND GRTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $85K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
