RON Fortenbury signed Edwards Chevrolet-Cadillac, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edwards Chevrolet-Cadillac, Inc.'s EIN is 42-0646357.
Download the official 2024 Form 5500 (PDF) for Edwards Chevrolet-Cadillac, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edwards Chevrolet-Cadillac, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $11K | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, | — | OMAHA, NE | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.7M | 89.5% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $1.9M | 19.4% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.7M | 17.3% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $1.1M | 11.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $853K | 8.8% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $722K | 7.4% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $635K | 6.5% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $621K | 6.4% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $413K | 4.2% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $351K | 3.6% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $327K | 3.4% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $288K | 3.0% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $166K | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $142K | 1.5% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $139K | 1.4% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $105K | 1.1% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $88K | 0.9% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $52K | 0.5% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $48K | 0.5% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $40K | 0.4% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $35K | 0.4% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $19K | 0.2% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $14K | 0.1% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $9K | <0.1% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $1K | <0.1% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $1K | <0.1% | |
| DIRECTIONS 2 - MODERATELY CONSERVAT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242 | Common Collective Trust | — | — | $75 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
| INVESTMENT COMPANY |
| $7K |
| — |
