Tricia Smith signed CDK Global II LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDK Global II LLC's EIN is 46-5743146.
Download the official 2024 Form 5500 (PDF) for CDK Global II LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDK Global II LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | 84-0467907 | — | NONE | $267K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS |
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 ST S&P 500 INDX SL CL II SSGA · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $234.4M | 31.9% | |
| STATE ST TARGET RET 2030 SL CL IV SSGA · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $72.9M | 9.9% | |
| MERCER SMALL MID CAP STOCK MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $57.0M | 7.7% | |
| STATE ST TARGET RET 2040 SL CL IV SSGA · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $54.1M | 7.4% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $36.9M | 5.0% | |
| STATE ST TARGET RET 2020 SL CL IV SSGA · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $29.9M | 4.1% | |
| STATE ST TARGET RET 2025 SL CL IV SSGA · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $28.5M | 3.9% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $27.5M | 3.7% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $26.5M | 3.6% | |
| STATE ST TARGET RET 2035 SL CL IV SSGA · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $25.4M | 3.4% | |
| STATE ST RUSSELL SMALL/MID IDX SL C SSGA · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $20.3M | 2.8% | |
| State Street State Street Global Allcap Eq Ex-US Index Sl Class II N/R | Other securities | — | — | $20.2M | 2.7% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL SSGA · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $20.2M | 2.7% | |
| STATE ST US BND INDX SL CL XIV SSGA · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $19.2M | 2.6% | |
| STATE ST TARGET RET 2050 SL CL IV SSGA · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $17.5M | 2.4% | |
| STATE ST TARGET RET 2045 SL CL IV SSGA · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $17.2M | 2.3% | |
| STATE ST TARGET RET 2055 SL CL IV SSGA · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $12.9M | 1.8% | |
| STATE ST TARGET RET INCOME SL CL IV SSGA · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $11.7M | 1.6% | |
| Participant Loans Notes receivable from participants with interest rates $0 | Participant loans | — | — | $8.1M | 1.1% | |
| STATE ST TARGET RET 2060 SL CL IV SSGA · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $6.3M | 0.9% | |
| Self-Directed Brokerage Accounts Schwab Brokerage Link - Common Stock N/R | Self-Directed Brokerage | — | — | $2.3M | 0.3% | |
| Schwab Brokerage Link - Unit Investment Trusts N/R | Self-Directed Brokerage | — | — | $1.9M | 0.3% | |
| Schwab Brokerage Link - Cash and Cash Equivalents N/R | Self-Directed Brokerage | — | — | $1.6M | 0.2% | |
| STATE ST TARGET RET 2065 SL CL IV SSGA · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| Schwab Brokerage Link - Mutual Funds N/R | Self-Directed Brokerage | — | — | $1.4M | 0.2% | |
| Schwab Brokerage Link - Corporate Debt Instruments N/R | Self-Directed Brokerage | — | — | $300K | <0.1% | |
| Schwab Brokerage Link - Preferred Stock N/R | Self-Directed Brokerage | — | — | $113K | <0.1% | |
| Schwab Brokerage Link - U.S. Government Securities N/R | Self-Directed Brokerage | — | — | $25K | <0.1% | |
| MERCER LARGE CAP STOCK MERCER FUNDS · EIN 81-3153346 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| NONE |
| $181K |
| — |
| CHARLES SCHWAB & CO, INC | 94-1737782 | — | NONE | $474 | — |
