Rob Powell signed Cornerstone Auto Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornerstone Auto Group, LLC's EIN is 41-0985668.
Download the official 2024 Form 5500 (PDF) for Cornerstone Auto Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Auto Group, LLC'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INC. | 41-1471080 | — | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Intellicents Moderately Aggressive CIF | Common Collective Trusts | — | — | $4.9M | 29.3% | |
| Intellicents Aggressive CIF | Common Collective Trusts | — | — | $3.0M | 18.3% | |
| Intellicents Moderate CIF | Common Collective Trusts | — | — | $2.4M | 14.3% | |
| Intellicents Moderately Conservative CIT | Common Collective Trusts | — | — | $1.3M | 7.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $836K | 5.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $684K | 4.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $439K | 2.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $397K | 2.4% | |
| Notes Receivable from participants | Other securities | — | — | $362K | 2.2% | |
| Blackrock Lifepath Index 2065 | Other securities | — | — | $247K | 1.5% | |
| Vanguard International Value Port Inv DL Fund #46 | Mutual Funds | — | — | $221K | 1.3% | |
| T Rowe Price All Cap Opportunities Inv CL Fund Investor | Mutual Funds | — | — | $201K | 1.2% | |
| Blackrock Lifepath Index RET K | Other securities | — | — | $193K | 1.2% | |
| Vanguard Value Index Admiral Fund #506 | Mutual Funds | — | — | $185K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $119K | 0.7% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $116K | 0.7% | |
| Columbia Dividend Income Fund INSTL | Other securities | — | — | $108K | 0.7% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $97K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $94K | 0.6% | |
| Intellicents Conservative CIF | Common Collective Trusts | — | — | $89K | 0.5% | |
| AFS EuroPacific Growth CL R6 | Other securities | — | — | $85K | 0.5% | |
| Pimco Total Return Fund #435 Admin Shares | Mutual Funds | — | — | $82K | 0.5% | |
| Vanguard Total Intl Bond Index Admiral | Mutual Funds | — | — | $77K | 0.5% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $72K | 0.4% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $61K | 0.4% | |
| Dimensional Inflated-Protected Securities I | Mutual Funds | — | — | $56K | 0.3% | |
| Invesco Developing Markets CL R6 | Mutual Funds | — | — | $46K | 0.3% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $45K | 0.3% | |
| Cash in Bank | Cash / Money Market | — | — | $41K | 0.2% | |
| Victory Sycamore Established Value FD CL A | Common Stocks | — | — | $35K | 0.2% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $32K | 0.2% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index ADMR Index Fund Admiral Shares | Common Collective Trusts | — | — | $913 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
