Serra Automotive, Inc.'s EIN is 38-2407959.
Download the official 2024 Form 5500 (PDF) for Serra Automotive, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Serra Automotive, 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 |
|---|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | — | CLARKSTON, MI | INVESTMENT ADVISOR | $257K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $161K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| GROWTH MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $38.7M | 25.7% | |
| AGGRESSIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $38.7M | 25.7% | |
| MODERATE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $24.6M | 16.4% | |
| CONSERVATIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $12.5M | 8.3% | |
| T. ROWE PRICE BLUE CHIP GRTH TR-T6 T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $6.5M | 4.3% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 247 | Common Collective Trust | — | — | $5.5M | 3.7% | |
| INCOME MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $3.9M | 2.6% | |
| RELIANCE NY LIFE ANCHOR SERIES 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.6% | |
| 2036 # | Other securities | — | — | $2.7M | 1.8% | |
| MFS LARGE CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.3M | 1.5% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.7M | 1.1% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.5M | 1.0% | |
| Principal Small Cap Growth # | Other securities | — | — | $1.4M | 0.9% | |
| American Beacon Small Cap Value # | Mutual Funds | — | — | $1.2M | 0.8% | |
| Dodge & Cox International Stock # | Mutual Funds | — | — | $1.1M | 0.7% | |
| NT CIT EXTND MKT INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 149 | Common Collective Trust | — | — | $957K | 0.6% | |
| Pimco Income Fund # | Mutual Funds | — | — | $847K | 0.6% | |
| Dodge & Cox Income Fund # | Mutual Funds | — | — | $841K | 0.6% | |
| GR GRAY EUROPACIFIC GWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $777K | 0.5% | |
| Vanguard Emerging Markets Equity # | Mutual Funds | — | — | $383K | 0.3% | |
| Charles Schwab Government Money Market # | Mutual Funds | — | — | $168K | 0.1% | |
| Brandywine GLOBAL Opportunity Bond Fund # | Other securities | — | — | $168K | 0.1% | |
| NT CIT AGGREGATE BOND INDEX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 151 | Common Collective Trust | — | — | $111K | <0.1% | |
| NT CIT ACWI EX-US IMI DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 204 | Common Collective Trust | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
