Andrew Schlesinger signed Andrew Chevrolet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andrew Chevrolet, Inc.'s EIN is 39-1764755.
Download the official 2024 Form 5500 (PDF) for Andrew Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andrew Chevrolet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $143 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT, LLC | 56-2641678 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.8M | 98.9% | |
| Fidelity Large-Cap Growth Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $2.4M | 19.7% | |
| Vanguard Total World Stock Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $2.1M | 17.7% | |
| Vanguard Balanced Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $1.5M | 12.9% | |
| Fidelity Small-Cap Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $1.3M | 10.5% | |
| Vanguard Mid-Cap Value Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $1.1M | 9.3% | |
| Fidelity 500 Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $969K | 8.1% | |
| Vanguard Value Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $428K | 3.6% | |
| Party Value Cost Current Value Fidelity International Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $243K | 2.0% | |
| Vanguard LifeStrat Growth Fund Mutual Funds N/R | Mutual Funds | — | — | $240K | 2.0% | |
| Voya Target Retirement 2035 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $203K | 1.7% | |
| Voya Government Money Market Fund Mutual Funds N/R 72 * Voya Fixed Account Fully Benefit-Responsive Investment N/R | Cash / Money Market | — | — | $179K | 1.5% | |
| Voya Target Retirement 2040 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $170K | 1.4% | |
| Schwab Treas Inflation Protected Securities Index Mutual Funds N/R | Mutual Funds | — | — | $162K | 1.4% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $150K | 1.3% | |
| Vanguard LifeStrat Moderate Growth Fund Mutual Funds N/R | Mutual Funds | — | — | $140K | 1.2% | |
| Contract * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $128K | 1.1% | |
| Voya Target Retirement 2060 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $126K | 1.1% | |
| Voya Target Retirement 2065 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $114K | 1.0% | |
| Vanguard LifeStrat Conservative Growth Fund Mutual Funds N/R | Mutual Funds | — | — | $76K | 0.6% | |
| Voya Target Retirement 2050 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $62K | 0.5% | |
| Vanguard Mid-Cap Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $50K | 0.4% | |
| Voya Target Retirement 2025 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $44K | 0.4% | |
| Vanguard Real Estate Index Mutual Funds N/R | Mutual Funds | — | — | $42K | 0.4% | |
| Voya Target Retirement 2055 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $38K | 0.3% | |
| Voya Target Retirement 2045 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $17K | 0.1% | |
| Voya Target Retirement 2030 Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Vanguard LifeStrat Income Fund Mutual Funds N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Voya Target Retirement Fund Class 8 Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC | — | APPLETON, WI | TPA | $0 | — |
