Trisha Miller signed Ewald Automotive Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ewald Automotive Group's EIN is 39-1766730.
Download the official 2024 Form 5500 (PDF) for Ewald Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ewald Automotive Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $53K | — |
| ONEAMERICA INVESTMENT ADVISORY SVCS | — | INDIANAPOLIS, IN | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Growth Index Adm N/R | Mutual Funds | — | — | $5.7M | 16.9% | |
| Vanguard Funds 500 Index Adm N/R | Common Collective Trusts | — | — | $5.5M | 16.3% | |
| Vanguard Funds Target Retirement 2050 Inv N/R | Mutual Funds | — | — | $3.0M | 8.9% | |
| Vanguard Funds Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $2.4M | 7.2% | |
| Vanguard Funds Wellington Adm N/R | Mutual Funds | — | — | $2.4M | 7.1% | |
| Baird Core Plus Bond Instl N/R | Other securities | — | — | $2.2M | 6.4% | |
| Vanguard Funds Mid Cap Value Index Adm N/R | Mutual Funds | — | — | $1.6M | 4.7% | |
| Vanguard Funds Target Retirement 2030 Inv N/R | Mutual Funds | — | — | $1.6M | 4.7% | |
| Vanguard Funds Small Cap Index Adm N/R | Mutual Funds | — | — | $1.5M | 4.4% | |
| Vanguard Funds Equity Income Adm N/R | Mutual Funds | — | — | $1.3M | 3.8% | |
| Vanguard Funds Target Retirement 2060 Inv N/R | Mutual Funds | — | — | $938K | 2.8% | |
| Artisan Funds Mid Cap N/R | Other securities | — | — | $893K | 2.6% | |
| American Funds Europacific Growth N/R | Mutual Funds | — | — | $845K | 2.5% | |
| Money Market Fund Vanguard Funds Money Market Investor N/R | Mutual Funds | — | — | $759K | 2.2% | |
| Fully Benefit-Responsive Investment Contract * American United Life Insurance AUL Stable Value Account N/R | Stable Value | — | — | $716K | 2.1% | |
| Vanguard Funds Target Retirement 2020 Inv N/R | Mutual Funds | — | — | $637K | 1.9% | |
| Company Loans * Participant Loans Interest rates: 3.25% to 10.50% $0 | Bonds / Notes | — | — | $585K | 1.7% | |
| Vanguard Funds Developed Markets Index Adm N/R | Mutual Funds | — | — | $546K | 1.6% | |
| Vanguard Funds Mid Cap Index Adm N/R | Mutual Funds | — | — | $283K | 0.8% | |
| Vanguard Funds Target Retirement 2070 Inv N/R | Mutual Funds | — | — | $256K | 0.8% | |
| Vanguard Funds Target Retirement Income Inv N/R | Mutual Funds | — | — | $48K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-0859910 |
| — |
| NONE |
| $15K |
| — |
| MATRIX TRUST COMPANY | 76-3182674 | — | NONE | $0 | — |