RON Lenders signed Dealerdirect, LLC d/b/a Forddirect's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dealerdirect, LLC d/b/a Forddirect's EIN is 38-3550946.
Download the official 2024 Form 5500 (PDF) for Dealerdirect, LLC d/b/a Forddirect from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dealerdirect, LLC d/b/a Forddirect'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWARTZ & CO INVESTMENT ADVISORS | 38-2117812 | — | INVESTMENT ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index | Mutual Funds | — | — | $6.8M | 11.3% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $6.5M | 10.8% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $6.4M | 10.7% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $6.1M | 10.1% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $4.4M | 7.3% | |
| Fidelity Nasdaq Comp Index | Mutual Funds | — | — | $4.1M | 6.8% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $3.6M | 6.0% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $3.4M | 5.6% | |
| RT NY LIFE AA CL 35 RELIANCE TRUST COMPANY · EIN 45-6350416 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.6M | 2.7% | |
| MFS Mid Cap Growth R3 | Mutual Funds | — | — | $1.6M | 2.7% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $1.5M | 2.5% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $1.5M | 2.5% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | — | $1.1M | 1.7% | |
| AB Relative Value A | Other securities | — | — | $972K | 1.6% | |
| MFS Total Return Bond R3 | Mutual Funds | — | — | $882K | 1.5% | |
| Participant Loans to participants with interest rates of 5.0% to 9.5% | Bonds / Notes | — | — | $858K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $790K | 1.3% | |
| Fidelity Intl Index | Mutual Funds | — | — | $784K | 1.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $721K | 1.2% | |
| Vanguard Intl Growth Adm | Mutual Funds | — | — | $621K | 1.0% | |
| Goldman Sachs US Mortgages Inv | Other securities | — | — | $535K | 0.9% | |
| John Hancock Dscpl Val Intl R6 | Other securities | — | — | $507K | 0.8% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $493K | 0.8% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $451K | 0.7% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $425K | 0.7% | |
| MFS New Disc Val R3 | Mutual Funds | — | — | $380K | 0.6% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $220K | 0.4% | |
| Fidelity Balanced | Mutual Funds | — | — | $208K | 0.3% | |
| AB Bond Inflation A | Other securities | — | — | $200K | 0.3% | |
| Blackrock Adv SC Core Inst | Other securities | — | — | $193K | 0.3% | |
| John Hancock Real Estate Sec R6 | Other securities | — | — | $175K | 0.3% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $111K | 0.2% | |
| Dodge & Cox Global Bond I | Mutual Funds | — | — | $102K | 0.2% | |
| DFA Intl Small Co I | Mutual Funds | — | — | $76K | 0.1% | |
| Fidelity Freedom Income K | Mutual Funds | — | — | $31K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
