James Walters signed Shaheen Automotive Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shaheen Automotive Group, Inc.'s EIN is 38-1941335.
Download the official 2024 Form 5500 (PDF) for Shaheen Automotive Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shaheen Automotive Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| LINCOLN FINANCIAL GROUP | 35-1140070 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option N/A | Common Stocks | — | — | $6.2M | 24.3% | |
| Fidelity Investments Fidelity Advisor Total Bond Z Fund N/A | Mutual Funds | — | — | $5.0M | 19.5% | |
| Fidelity Investments Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $3.5M | 13.6% | |
| Schwab Funds Schwab Fundamental U.S. Large Company Index Fund N/A | Common Collective Trusts | — | — | $2.5M | 9.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.3M | 9.2% | |
| Schwab Funds Schwab S&P 500 Index Fund N/A | Common Collective Trusts | — | — | $1.8M | 7.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $701K | 2.7% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Value Portfolio Institutional Class N/A | Mutual Funds | — | — | $700K | 2.7% | |
| T. Rowe Price Funds T. Rowe Price Diversified Mid Cap Growth Fund I Class N/A | Other securities | — | — | $655K | 2.6% | |
| Principal Life Insurance Company Principal Mid Cap Value I Separate Account Z N/A | Pooled Separate Accounts | — | — | $604K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $604K | 2.4% | |
| Schwab Funds Schwab Fundamental U.S. Small Company Index Fund N/A | Common Collective Trusts | — | — | $560K | 2.2% | |
| Participant loans Maturity date: 2024 - 2039; Rate of interest: 4.25% - 9.50% N/A | Bonds / Notes | — | — | $500K | 2.0% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Institutional Class N/A | Mutual Funds | — | — | $491K | 1.9% | |
| (E) | Other securities | — | — | $30K | 0.1% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund R6 Shares N/A | Other securities | — | — | $30K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
