Dan Deery Motor Co.'s EIN is 42-1122479.
Download the official 2024 Form 5500 (PDF) for Dan Deery Motor Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dan Deery Motor Co.'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 INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTEMENT MGMT | $21 |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX K Collective Trust Funds | Common Collective Trusts | — | — | $3.2M | 20.4% | |
| SSGA TARGET RETIREMENT 2050 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $2.7M | 17.2% | |
| SSGA TARGET RETIREMENT 2040 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $2.4M | 14.9% | |
| SSGA TARGET RETIREMENT 2055 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $1.3M | 8.3% | |
| SSGA TARGET RETIREMENT 2025 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $1.3M | 8.0% | |
| SSGA TARGET RETIREMENT 2030 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $806K | 5.1% | |
| DRIVE INCOME FUND Collective Trust Funds | Common Collective Trusts | — | — | $515K | 3.2% | |
| SSGA TARGET RETIREMENT 2035 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $439K | 2.8% | |
| STATE ST RUSSELL SM CAP INDX NL CL K Collective Trust Funds | Common Collective Trusts | — | — | $415K | 2.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Funds | Mutual Funds | — | — | $371K | 2.3% | |
| SSGA TARGET RETIREMENT 2065 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $332K | 2.1% | |
| MASSMUTUAL MID CAP GROWTH I Mutual Funds | Other securities | — | — | $316K | 2.0% | |
| SSGA TARGET RETIREMENT 2060 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $308K | 1.9% | |
| SSGA TARGET RETIREMENT 2045 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $265K | 1.7% | |
| STATE ST S&P MIDCAP INDX NL CL M Collective Trust Funds | Common Collective Trusts | — | — | $232K | 1.5% | |
| PRINCIPAL SMALLCAP GROWTH I R6 Mutual Funds | Other securities | — | — | $177K | 1.1% | |
| STATE STREET US BOND INDEX NON-LENDING K Collective Trust Funds | Common Collective Trusts | — | — | $151K | 1.0% | |
| TCW METWEST TOTAL RETURN BOND PLAN Mutual Funds | Other securities | — | — | $132K | 0.8% | |
| SSGA REAL ASSET FUND CLASS C Collective Trust Funds ** 862 SSGA TARGET RETIREMENT 2020 NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $115K | 0.7% | |
| VICTORY TRIVALENT INTERNATIONAL SM-CP I Mutual Funds | Other securities | — | — | $110K | 0.7% | |
| SSGA TARGET RETIREMENT INCOME NL FUND M Collective Trust Funds | Common Collective Trusts | — | — | $94K | 0.6% | |
| Notes receivable from participants Bearing interest at 2.75%-4.75% - | Bonds / Notes | — | — | $68K | 0.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Funds | Other securities | — | — | $49K | 0.3% | |
| MFS MID CAP VALUE FUND CT Collective Trust Funds | Common Collective Trusts | — | — | $29K | 0.2% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US INDEX K Collective Trust Funds | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRINCIPAL U.S. PROPERTY Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | 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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | — | DES MOINES, IA | BROKER/ADVISOR | $0 | — |
| WILLSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOC | — | MCLEAN, VA | OTHER | $7K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | OTHER | $2K | — |
