Louis C. Stanford signed Stanford Brothers, Inc. DBA Varsity Ford's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stanford Brothers, Inc. DBA Varsity Ford's EIN is 38-2541590.
Download the official 2024 Form 5500 (PDF) for Stanford Brothers, Inc. DBA Varsity Ford from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stanford Brothers, Inc. DBA Varsity Ford's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $4.1M | 15.2% | |
| NYLI Winslow Large Cap Growth Class A | Other securities | — | — | $3.6M | 13.3% | |
| T. Rowe Price Retirement 2030 K | Other securities | — | — | $1.9M | 7.1% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.1% | |
| MFS International Value Fund Class R3 | Mutual Funds | — | — | $1.7M | 6.4% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $1.7M | 6.4% | |
| T. Rowe Price Retirement 2035 K | Other securities | — | — | $1.7M | 6.4% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.4% | |
| T. Rowe Price Retirement 2045 K | Other securities | — | — | $1.7M | 6.3% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| T. Rowe Price Retirement 2050 K | Other securities | — | — | $1.4M | 5.1% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.1% | |
| Fidelity Management Trust Company T. Rowe Price Institutional Mid Cap Equity Growth | Mutual Funds | — | — | $1.2M | 4.4% | |
| T. Rowe Price Retirement 2040 K | Other securities | — | — | $938K | 3.5% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $938K | 3.5% | |
| Fidelity Extended Market Index Fund - Premium Class | Common Collective Trusts | — | — | $802K | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $793K | 3.0% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 2 | Mutual Funds | — | — | $793K | 3.0% | |
| T. Rowe Price Retirement 2025 K | Other securities | — | — | $728K | 2.7% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $728K | 2.7% | |
| Victory Sycamore Established Value Class Fund | Other securities | — | — | $510K | 1.9% | |
| American Beacon Small Cap Value Investor Class | Other securities | — | — | $445K | 1.7% | |
| T. Rowe Price Small Cap Stock Fund | Other securities | — | — | $420K | 1.6% | |
| T. Rowe Price Retirement 2055 K | Other securities | — | — | $404K | 1.5% | |
| TRP RETIRE 2055 K T ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $404K | 1.5% | |
| Participants Participant note receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $344K | 1.3% | |
| PIMCO Diversified Income Fund A | Mutual Funds | — | — | $274K | 1.0% | |
| Vanguard Total International Stock Index Fund Adm | Common Collective Trusts | — | — | $251K | 0.9% | |
| T. Rowe Price Retirement 2060 K | Other securities | — | — | $204K | 0.8% | |
| TRP RETIRE 2060K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $204K | 0.8% | |
| Fidelity U.S. Bond Index Fund - Premium Class | Common Collective Trusts | — | — | $139K | 0.5% | |
| T. Rowe Price Retirement 2015 K | Other securities | — | — | $64K | 0.2% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $64K | 0.2% | |
| T. Rowe Price Retirement 2065 K | Other securities | — | — | $62K | 0.2% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement 2020 K | Other securities | — | — | $57K | 0.2% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $57K | 0.2% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| T. Rowe Price Retirement 2005 K | Other securities | — | — | $12K | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2010 K | Other securities | — | — | $2K | <0.1% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
