Freddie Jacobs Jr. signed Home Run Auto Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Home Run Auto Group's EIN is 39-1173671.
Download the official 2024 Form 5500 (PDF) for Home Run Auto Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Home Run Auto Group'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $13.2M | 99.5% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $6.1M | 46.0% | |
| NT COL S&P 500 IDX FD DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $2.4M | 18.2% | |
| T ROWE PRICE RET BLND SLCT 2035 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271345 / PN 000 | Common Collective Trust | — | — | $381K | 2.9% | |
| T ROWE PRICE RET BLND SLCT 2030 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271344 / PN 000 | Common Collective Trust | — | — | $377K | 2.8% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 111 | Common Collective Trust | — | — | $353K | 2.7% | |
| NT COL S&P 400 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $322K | 2.4% | |
| T ROWE PRICE RET BLND SLCT 2045 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271347 / PN 000 | Common Collective Trust | — | — | $310K | 2.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $254K | 1.9% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $234K | 1.8% | |
| T ROWE PRICE RET BLND SLCT 2015 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271341 / PN 000 | Common Collective Trust | — | — | $195K | 1.5% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $177K | 1.3% | |
| T ROWE PRICE RET BLND SLCT 2050 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271348 / PN 000 | Common Collective Trust | — | — | $170K | 1.3% | |
| T ROWE PRICE RET BLND SLCT 2055 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271349 / PN 000 | Common Collective Trust | — | — | $157K | 1.2% | |
| T ROWE PRICE RET BLND SLCT 2060 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271350 / PN 000 | Common Collective Trust | — | — | $140K | 1.1% | |
| T ROWE PRICE RET BLND SLCT 2025 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271343 / PN 000 | Common Collective Trust | — | — | $94K | 0.7% | |
| T ROWE PRICE RET BLND SLCT 2040 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271346 / PN 000 | Common Collective Trust | — | — | $81K | 0.6% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $79K | 0.6% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $48K | 0.4% | |
| NT COL R1000 GRO IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $46K | 0.3% | |
| NT COL R1000 VAL IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $40K | 0.3% | |
| T ROWE PRICE RET BLND SLCT 2020 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271342 / PN 000 | Common Collective Trust | — | — | $16K | 0.1% | |
| T ROWE PRICE RET BLND SLCT 2065 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271351 / PN 000 | Common Collective Trust | — | — | $476 | <0.1% | |
| STATE ST S&P MID CAP INDX NL CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST US BOND INDEX NL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2065 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSSELL SM CAP INDX NL C K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INC NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-6083967 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| NEW CASTLE, PA |
| AUDITOR |
| $20K |
| — |
