Freddie Jacobs, Jr. signed Carlson Toyota's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlson Toyota's EIN is 41-1792505.
Download the official 2024 Form 5500 (PDF) for Carlson Toyota from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlson Toyota'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $684 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.2M | 99.5% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $2.2M | 35.3% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $162K | 2.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | — | MCLEAN, VA | OTHER | $7K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $1K | — |
