Karen Castro signed DICK POE Motors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DICK POE Motors' EIN is 47-7029436.
Download the official 2024 Form 5500 (PDF) for DICK POE Motors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DICK POE Motors' 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $322K | 15.3% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $322K | 15.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $275K | 13.0% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $275K | 13.0% | |
| Participant Loans | Participant loans | — | $0 | $250K | 11.8% | |
| PRIN SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $250K | 11.8% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $198K | 9.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $198K | 9.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $172K | 8.2% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $172K | 8.2% | |
| PRIN SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $157K | 7.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $157K | 7.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $107K | 5.1% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $107K | 5.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $105K | 5.0% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $105K | 5.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $96K | 4.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $96K | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $85K | 4.0% | |
| PRIN SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $85K | 4.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $76K | 3.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $53K | 2.5% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $53K | 2.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $45K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $32K | 1.5% | |
| PRIN INTL EQ SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $32K | 1.5% | |
| PRIN BLUE CHIP SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $27K | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $27K | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $21K | 1.0% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $21K | 1.0% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $21K | 1.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $17K | 0.8% | |
| PRIN LARGECAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $17K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $16K | 0.8% | |
| PRIN INTL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $16K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $13K | 0.6% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $13K | 0.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4K | 0.2% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $4K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2K | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1K | <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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
