Michael Vanderford signed DAVE Wright Nissan Subaru, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAVE Wright Nissan Subaru, Inc.'s EIN is 42-0938412.
Download the official 2024 Form 5500 (PDF) for DAVE Wright Nissan Subaru, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAVE Wright Nissan Subaru, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $4.6M | 75.1% | |
| ATDynamic Aggressive* | Other securities | — | $113K | $2.4M | 39.3% | |
| ATDynamic Moderately Aggressive* | Other securities | — | $59K | $1.1M | 18.4% | |
| ATDynamic Moderately Conservative* | Other securities | — | $36K | $542K | 8.8% | |
| ATDynamic Moderate* | Other securities | — | $28K | $478K | 7.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $15K | $356K | 5.8% | |
| T. Rowe Price Large Cap Growth Class I | Other securities | — | $3K | $271K | 4.4% | |
| Fidelity 500 Index Fund Class I 967 | Common Collective Trusts | — | — | $198K | 3.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | $5K | $170K | 2.8% | |
| T. Rowe Price Mid-Cap Growth Fund Class I | Other securities | — | $1K | $132K | 2.1% | |
| Loomis Sayles Core Plus Bond Fund 754 American Funds Balanced Fund Class R6 | Mutual Funds | — | $3K | $90K | 1.5% | |
| ATDynamic Conservative* | Other securities | — | $4K | $56K | 0.9% | |
| Vanguard Explorer Admiral Shares 289 | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Target Retirement 2030 Fund 807 | Mutual Funds | — | — | $31K | 0.5% | |
| Fidelity Small Cap Index Fund Class I | Common Collective Trusts | — | $1K | $30K | 0.5% | |
| Fidelity Mid Cap Index Fund 874 | Common Collective Trusts | — | — | $30K | 0.5% | |
| Vanguard Target Retirement 2050 Fund 545 | Mutual Funds | — | — | $27K | 0.4% | |
| Vanguard Target Retirement 2070 Fund 989 | Mutual Funds | — | — | $26K | 0.4% | |
| Victory Sycamore Established Value Fund Class R6 528 | Other securities | — | — | $24K | 0.4% | |
| American Funds New World Class R6 309 | Mutual Funds | — | — | $24K | 0.4% | |
| DFA US Targeted Value Portfolio Fund Class I 681 | Mutual Funds | — | — | $23K | 0.4% | |
| Dodge & Cox Stock Fund 50 | Mutual Funds | — | — | $13K | 0.2% | |
| MFS International Equity Fund Class I 351 | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2060 Fund 211 | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2055 Fund 130 | Mutual Funds | — | — | $7K | 0.1% | |
| Blackrock High Yield Bond Fund | Other securities | — | $1K | $7K | 0.1% | |
| Participant loan* Interest rate of 4.25% | Bonds / Notes | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2040 Fund 134 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity US Bond Index Fund 498 | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Target Retirement Income Fund 30 394 Vanguard Target Retirement 2025 Fund 146 | Mutual Funds | — | — | $3K | <0.1% | |
| American Trust Stable Value* 228 | Stable Value | — | — | $2K | <0.1% | |
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2045 Fund 36 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
