Stacy Berman signed Jerrys Chevrolet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jerrys Chevrolet, Inc.'s EIN is 52-0685482.
Download the official 2024 Form 5500 (PDF) for Jerrys Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jerrys Chevrolet, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE | — | TIMONOUM, MD | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM ASSET ALLOC BAL R | Registered Investment Companies | — | — | $1.3M | 18.6% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $777K | 10.9% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $723K | 10.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $698K | 9.8% | |
| BLK TECH OPPS FUND - R | Registered Investment Companies | — | — | $400K | 5.6% | |
| GS MID CAP GROWTH R | Registered Investment Companies | — | — | $235K | 3.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $226K | 3.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $201K | 2.8% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $189K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $182K | 2.6% | |
| PUTNAM ASSET ALLOC GRTH R | Registered Investment Companies | — | — | $175K | 2.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $171K | 2.4% | |
| MACQUARIE VALUE R | Registered Investment Companies | — | — | $159K | 2.2% | |
| INVESCO GLBL STRAT INC R | Registered Investment Companies | — | — | $157K | 2.2% | |
| INVESCO MAIN ST MID CAP R | Registered Investment Companies | — | — | $154K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $146K | 2.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $142K | 2.0% | |
| BLACKROCK GLOBAL ALLOCATION R | Registered Investment Companies | — | — | $130K | 1.8% | |
| INVESCO INTL DIVERSIFIED R | Registered Investment Companies | — | — | $126K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $123K | 1.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $77K | 1.1% | |
| PUTNAM ASSET ALLOC CONS R | Registered Investment Companies | — | — | $74K | 1.0% | |
| HARTFORD CORE EQUITY R3 | Registered Investment Companies | — | — | $72K | 1.0% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $69K | 1.0% | |
| TROWE PRICE INTL VALUE EQ R | Registered Investment Companies | — | — | $38K | 0.5% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $34K | 0.5% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $34K | 0.5% | |
| INVESCO GLOBAL R | Registered Investment Companies | — | — | $30K | 0.4% | |
| FIDELITY ADVISOR LEV CO STK M | Registered Investment Companies | — | — | $28K | 0.4% | |
| INVESCO GLOBAL OPPS R | Registered Investment Companies | — | — | $28K | 0.4% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $21K | 0.3% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $9K | 0.1% | |
| AB GLOBAL RE INVESTMENT R | Registered Investment Companies | — | — | $8K | 0.1% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $4K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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