James Sharp signed Tri-Star Imports, Inc. DBA Mercedes-BENZ of St. Louis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-Star Imports, Inc. DBA Mercedes-BENZ of St. Louis' EIN is 43-1715337.
Download the official 2024 Form 5500 (PDF) for Tri-Star Imports, Inc. DBA Mercedes-BENZ of St. Louis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-Star Imports, Inc. DBA Mercedes-BENZ of St. Louis' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Developed Markets Index | Mutual Funds | — | — | $1.7M | 20.5% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.4M | 16.4% | |
| Principal Life Insurance Principal Guaranteed Option | Other securities | — | — | $1.2M | 13.9% | |
| Vanguard Value Index | Mutual Funds | — | — | $939K | 11.3% | |
| BlackRock Global Allocation ** 1 Fidelity Large Cap Growth Index | Mutual Funds | — | — | $873K | 10.5% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $562K | 6.8% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $495K | 6.0% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $494K | 6.0% | |
| PIMCO Income Class ** 47 Vanguard 500 Index | Common Collective Trusts | — | — | $457K | 5.5% | |
| dates through 2029 - | Other securities | — | — | $243K | 2.9% | |
| Carillon Eagle Sm Cap Growth ** 172 New World Fund ** 173 BlackRock Inflation Protected Bond Portfolio' ** 87 Fidelity Contrafund | Mutual Funds | — | — | $5K | <0.1% | |
| Washington Mutual Investors Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $3K |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | CONTRACT ADMINISTRATOR | $11K | — |
| ERISA SPECIALISTS | 47-3852281 | — | CONTRACT ADMINISTRATOR | $11K | — |
| 401K SAFE 3(16) LLC | 83-0824803 | — | CONTRACT ADMINISTRATOR | $6K | — |
