James A. Sommer signed Service Motor Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Motor Company's EIN is 39-1313896.
Download the official 2024 Form 5500 (PDF) for Service Motor Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Motor Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | — | ALISO VIEGO, CA | NONE | $12K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | NONE | $11K | — |
| KERBERROSE S.C. | — | SHAWANO, WI | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.2M | 27.0% | |
| Massachusetts Financial Services Core Equity Fund R3 | Other securities | — | — | $584K | 7.1% | |
| JP Morgan Large Cap Growth Fund R3 | Other securities | — | — | $575K | 7.0% | |
| Massachusetts Financial Services Value Fund R3 | Other securities | — | — | $563K | 6.8% | |
| American Funds | Mutual Funds | — | — | $467K | 5.7% | |
| American Funds | Mutual Funds | — | — | $464K | 5.6% | |
| Blackrock 80/20 Target Allocation Fund | Other securities | — | — | $407K | 4.9% | |
| Federated Hermes Kaufmann Small Cap Fund | Other securities | — | — | $341K | 4.1% | |
| American Funds | Mutual Funds | — | — | $264K | 3.2% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $241K | 2.9% | |
| American Funds | Mutual Funds | — | — | $240K | 2.9% | |
| American Funds | Mutual Funds | — | — | $214K | 2.6% | |
| American Funds | Mutual Funds | — | — | $207K | 2.5% | |
| American Funds | Mutual Funds | — | — | $189K | 2.3% | |
| American Funds | Mutual Funds | — | — | $183K | 2.2% | |
| American Funds | Mutual Funds | — | — | $164K | 2.0% | |
| American Funds | Mutual Funds | — | — | $154K | 1.9% | |
| American Funds | Mutual Funds | — | — | $98K | 1.2% | |
| American Funds | Mutual Funds | — | — | $98K | 1.2% | |
| American Funds | Mutual Funds | — | — | $92K | 1.1% | |
| Participant Loans | Participant loans | — | — | $78K | 0.9% | |
| Ishares S&P 500 Index Fund | Common Collective Trusts | — | — | $60K | 0.7% | |
| American Funds | Mutual Funds | — | — | $51K | 0.6% | |
| American Funds | Mutual Funds | — | — | $49K | 0.6% | |
| American Funds | Mutual Funds | — | — | $46K | 0.6% | |
| American Funds | Mutual Funds | — | — | $44K | 0.5% | |
| Virtus NFJ Mid-Cap Value Fund A | Other securities | — | — | $8K | <0.1% | |
| Columbia Small Cap Index Fund A | Common Collective Trusts | — | — | $8K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2K | <0.1% | |
| Blackrock High Yield Bond Investment Fund A | Other securities | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $1K | <0.1% | |
| Hartford Core Equity R4 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
