KATE Appel signed Quantrell Cadillac Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quantrell Cadillac Inc.'s EIN is 41-0758063.
Download the official 2023 Form 5500 (PDF) for Quantrell Cadillac Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Quantrell Cadillac Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $12K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $539 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $632K | 16.5% | |
| American Funds 2060 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $454K | 11.9% | |
| American Funds 2055 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $345K | 9.0% | |
| American Funds 2035 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $344K | 9.0% | |
| American Funds Washington Mutual Fund Mutual fund | Mutual Funds | — | — | $335K | 8.8% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $236K | 6.2% | |
| American Funds 2045 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $189K | 5.0% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $176K | 4.6% | |
| American Funds 2025 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $156K | 4.1% | |
| American Funds 2040 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $122K | 3.2% | |
| Morgan Stanley Institutional Growth Fund Mutual fund | Other securities | — | — | $90K | 2.4% | |
| American Funds 2030 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $72K | 1.9% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $69K | 1.8% | |
| ClearBridge Select Fund Mutual fund | Other securities | — | — | $51K | 1.3% | |
| Guggenheim Total Return Bond Fund Mutual fund | Other securities | — | — | $50K | 1.3% | |
| Transamerica Stable Value Fund Ascend Option Group annuity contract | Stable Value | — | — | $50K | 1.3% | |
| Alger Small Cap Focus Fund Mutual fund | Other securities | — | — | $48K | 1.2% | |
| MFS International Diversification Fund Mutual fund | Mutual Funds | — | — | $38K | 1.0% | |
| Transamerica Multi-Managed Balanced Fund Mutual fund 104 Vanguard International Growth Fund Mutual fund | Mutual Funds | — | — | $36K | 1.0% | |
| Notes receivable from participants Interest rates - 9.00% to 10.50% | Bonds / Notes | — | — | $36K | 0.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund | Other securities | — | — | $21K | 0.5% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $20K | 0.5% | |
| American Funds 2065 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $15K | 0.4% | |
| PIMCO Diversified Income Fund Mutual fund | Mutual Funds | — | — | $13K | 0.3% | |
| Eaton Vance Floating Rate Fund Mutual fund | Bonds / Notes | — | — | $9K | 0.2% | |
| American Funds American Balanced Fund Mutual fund 105 American Funds New World Fund Mutual fund | Mutual Funds | — | — | $8K | 0.2% | |
| Brandywineglobal Global Opportunities Bond Fund Mutual fund | Other securities | — | — | $6K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund Mutual fund | Other securities | — | — | $5K | 0.1% | |
| American Funds 2010 Trgt Date Retirement Fund Mutual fund 142 American Funds 2015 Trgt Date Retirement Fund Mutual fund 93 American Funds 2020 Trgt Date Retirement Fund Mutual fund | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | — | LEXINGTON, KY | INVESTMENT ADVISOR | $23K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $698 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANEW 401K TPA LLC | — | LOUISVILLE, KY | TPA | $3K | — |
