Freddie Jacobs Jr. signed Charles Gabus Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles Gabus Ford, Inc.'s EIN is 42-0948111.
Download the official 2024 Form 5500 (PDF) for Charles Gabus Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles Gabus Ford, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $123K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Collective Investment Trusts * Drive Balance Fund 497,372.96 units | Common Collective Trusts | — | — | $9.9M | 29.2% | |
| EMPOWER TRUST DRIVE BAL FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $9.9M | 29.2% | |
| NT Collective S&P 500 Index Fund DC NL 4 18,735.41 units | Common Collective Trusts | — | — | $5.1M | 14.9% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $3.0M | 8.9% | |
| NT Collective ACWI ex-US IMI Fund DC NL 4 12,702.89 units | Common Collective Trusts | — | — | $1.9M | 5.6% | |
| NT Collective Russell 2000 Index Fund DC NL 4 11,055.91 units | Common Collective Trusts | — | — | $1.8M | 5.3% | |
| MassMutual Select Mid Cap Gr Eq II Z 65,985.21 shares | Other securities | — | — | $1.3M | 3.8% | |
| NT Collective S&P 400 Index Fund DC NL 4 6,404.43 units | Common Collective Trusts | — | — | $1.2M | 3.6% | |
| Fidelity Total Bond K6 136,149.22 shares | Mutual Funds | — | — | $1.2M | 3.5% | |
| NT Collective Aggregate Bond Index Fund NL 4 10,989.63 units | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| NT Collective Russell 1000 Growth Index Fund DC NL 4 4,369.37 units | Common Collective Trusts | — | — | $958K | 2.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $909K | $909K | 2.7% | |
| Notes Receivable from Participants * Various participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $909K | 2.7% | |
| American Fund EuroPacifiv Gr R6 16,106.24 shares | Other securities | — | — | $865K | 2.5% | |
| T. Rowe Price Retirement Blend Select Trust 2045 CL 5 72,819.45 units | Other securities | — | — | $749K | 2.2% | |
| Registered Investment Companies Allspring Special Small Cap Value R6 15,763.92 shares | Other securities | — | — | $634K | 1.9% | |
| T. Rowe Price Retirement Blend Select Trust 2050 CL 5 55,094.84 units | Other securities | — | — | $567K | 1.7% | |
| SSgA Real Asset Fund Class C 30,451.41 units | Other securities | — | — | $522K | 1.5% | |
| T. Rowe Price Retirement Blend Select Trust 2025 CL 5 35,364.61 units | Other securities | — | — | $363K | 1.1% | |
| NT Collective Russell 1000 Value Index Fund DC NL 4 2,388.48 units | Common Collective Trusts | — | — | $358K | 1.1% | |
| T. Rowe Price Retirement Blend Select Trust 2015 CL 5 30,328.62 units | Other securities | — | — | $311K | 0.9% | |
| T. Rowe Price Retirement Blend Select Trust 2055 CL 5 26,836.60 units | Other securities | — | — | $276K | 0.8% | |
| Principal SmallCap Growth R6 15,687.50 shares | Other securities | — | — | $234K | 0.7% | |
| T. Rowe Price Retirement Blend Select Trust 2040 CL 5 16,508.91 units | Other securities | — | — | $170K | 0.5% | |
| MFS Mid Cap Value Fund CT 7,184.36 units | Mutual Funds | — | — | $155K | 0.5% | |
| T. Rowe Price Retirement Blend Select Trust 2020 CL 5 9,750.47 units | Other securities | — | — | $100K | 0.3% | |
| T. Rowe Price Retirement Blend Select Trust 2060 CL 5 8,779.95 units | Other securities | — | — | $90K | 0.3% | |
| T. Rowe Price Retirement Blend Select Trust 2035 CL 5 8,252.70 units | Other securities | — | — | $85K | 0.2% | |
| T. Rowe Price Retirement Blend Select Trust 2065 CL 5 1,525.02 units | Other securities | — | — | $16K | <0.1% | |
| T. Rowe Price Retirement Blend Select Trust 2030 CL 5 1,451.39 units | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
