Christina Simons signed Bob Bell Automotive Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Bell Automotive Group's EIN is 52-1707084.
Download the official 2024 Form 5500 (PDF) for Bob Bell Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bob Bell Automotive Group'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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $4.1M | 28.3% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.0M | 21.3% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.6M | 11.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $819K | 5.7% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $353K | 2.5% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $338K | 2.4% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $318K | 2.2% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $309K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $252K | 1.8% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $249K | 1.7% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $247K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $231K | 1.6% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $141K | 1.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $129K | 0.9% | |
| EMERGING MARKETS FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $104K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $101K | 0.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $89K | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $73K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $63K | 0.4% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $57K | 0.4% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $41K | 0.3% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $35K | 0.2% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $35K | 0.2% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $29K | 0.2% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $25K | 0.2% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $14K | <0.1% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 761 | Common Collective Trust | — | — | $4K | <0.1% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-2721383 / PN 764 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | 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.
