Tracy Klees signed McGrath Automotive Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGrath Automotive Group, Inc.'s EIN is 42-1035653.
Download the official 2024 Form 5500 (PDF) for McGrath Automotive Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGrath Automotive Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 Funds 2055 Target Date Retirement Fund Class R6 | Mutual Funds | — | $246K | $6.5M | 13.1% | |
| American Funds 2050 Target Date Retirement Fund Class R6 | Mutual Funds | — | $287K | $6.0M | 12.1% | |
| American Funds 2045 Target Date Retirement Fund Class R6 | Mutual Funds | — | $168K | $3.6M | 7.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $230K | $3.6M | 7.2% | |
| American Funds 2030 Target Date Retirement Fund Class R6 | Mutual Funds | — | $179K | $3.1M | 6.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $9K | $3.0M | 6.1% | |
| American Funds 2035 Target Date Retirement Fund Class R6 | Mutual Funds | — | $146K | $2.8M | 5.6% | |
| American Funds 2040 Target Date Retirement Fund Class R6 | Mutual Funds | — | $116K | $2.4M | 4.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $20K | $2.1M | 4.2% | |
| American Funds 2060 Target Date Retirement Fund Class R6 | Mutual Funds | — | $109K | $2.0M | 3.9% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | $34K | $1.7M | 3.5% | |
| Principal Mid Cap Value I Separate Account* | Pooled Separate Accounts | — | $18K | $1.6M | 3.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.6M | 3.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $59K | $1.5M | 3.0% | |
| American Funds 2025 Target Date Retirement Fund Class R6 | Mutual Funds | — | $62K | $942K | 1.9% | |
| Principal Mid Cap S&P 400 Index Separate Account* | Pooled Separate Accounts | — | $8K | $903K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $903K | 1.8% | |
| American Funds 2065 Target Date Retirement Fund Class R6 | Mutual Funds | — | $51K | $892K | 1.8% | |
| Fidelity Advisor Small Cap Value Fund Class Z | Mutual Funds | — | $43K | $877K | 1.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $14K | $844K | 1.7% | |
| Principal Diversified International Separate Account* | Pooled Separate Accounts | — | $4K | $538K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $538K | 1.1% | |
| Principal Small Cap Growth I Separate Account* | Pooled Separate Accounts | — | $9K | $503K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $503K | 1.0% | |
| American Funds 2020 Target Date Retirement Fund Class R6 | Mutual Funds | — | $29K | $392K | 0.8% | |
| Fidelity Advantage International Small Cap Z Fund | Mutual Funds | — | $12K | $371K | 0.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $2K | $355K | 0.7% | |
| MFS Value Fund Class R6 | Mutual Funds | — | $6K | $311K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund Class R6 | Mutual Funds | — | $20K | $247K | 0.5% | |
| Fidelity Advantage FC Emerging Markets Z Fund | Mutual Funds | — | $7K | $204K | 0.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $1K | $178K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Class R6 | Mutual Funds | — | $5K | $52K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund Class R6 165 | Mutual Funds | — | — | $2K | <0.1% | |
| (E) | Other securities | — | $52K | $2K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
