Matt Mahalak signed Mahalak Auto Group 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mahalak Auto Group 401(k) Plan's EIN is 38-1815707.
Download the official 2024 Form 5500 (PDF) for Mahalak Auto Group 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mahalak Auto Group 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN GROUP | 38-3567911 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | $0 | $2.6M | 24.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $1.9M | 18.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $882K | 8.4% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $0 | $814K | 7.7% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $523K | 5.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | $0 | $393K | 3.7% | |
| Fidelity International I DX Fund | Mutual Funds | — | $0 | $349K | 3.3% | |
| Vanguard Small Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $328K | 3.1% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $316K | 3.0% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $0 | $310K | 2.9% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | $0 | $307K | 2.9% | |
| Participant Loans | Participant loans | — | $0 | $267K | 2.5% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $0 | $235K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $231K | 2.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $0 | $226K | 2.2% | |
| Principal Small Cap S&P 600 Idx Sa -Ne | Common Collective Trusts | — | $0 | $214K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $214K | 2.0% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | $0 | $209K | 2.0% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $0 | $141K | 1.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | $0 | $73K | 0.7% | |
| Vanguard Infl-Prot Sec Adm Fund | Mutual Funds | — | $0 | $61K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | $0 | $44K | 0.4% | |
| Hartford Strat Income R6 Fund | Other securities | — | $0 | $42K | 0.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | $0 | $42K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $4K | <0.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | $0 | $2K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | $0 | $845 | <0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | $0 | $557 | <0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | $0 | $278 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
