KIM Webb signed Apple Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apple Ford, Inc.'s EIN is 52-1750403.
Download the official 2024 Form 5500 (PDF) for Apple Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apple Ford, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $22K | — |
| NATIONWIDE | — | COLUMBUS, HI | NONE | $1K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $1K | — |
| LINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | FORT WAYNE, IN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $822K | 11.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $472K | 6.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $314K | 4.5% | |
| Victory Capital Victory Nasdaq-100 Index Fund R6 Shares | Common Collective Trusts | — | — | $305K | 4.3% | |
| JPMorgan Core Plus Bond Fund-R6 | Other securities | — | — | $254K | 3.6% | |
| JPMorgan U.S. Equity Fund Class R5 | Other securities | — | — | $247K | 3.5% | |
| PRILX Parnassus Core Equity Fund Inst | Other securities | — | — | $239K | 3.4% | |
| Fidelity Select Semiconductors Portfolio + 306 Fidelity U.S Bond Index Fund | Common Collective Trusts | — | — | $228K | 3.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund Instl | Other securities | — | — | $200K | 2.8% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I + | Mutual Funds | — | — | $198K | 2.8% | |
| Goldman Sachs Goldman Sachs GQG Partners Int'l Opp Fund R6 | Other securities | — | — | $195K | 2.8% | |
| Participant loans to plan participants, maturing at various dates, bearing interest ranging from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $191K | 2.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $190K | 2.7% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $189K | 2.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $185K | 2.6% | |
| Nationwide Loomis All Cap Growth Fund R6 | Other securities | — | — | $177K | 2.5% | |
| Avantis Investors Avantis U.S. Large Cap Value Fund | Other securities | — | — | $170K | 2.4% | |
| Janus Henderson Inv Janus Henderson Overseas Fund | Mutual Funds | — | — | $169K | 2.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $158K | 2.2% | |
| Royce Inv Partners Royce Micro-Cap Fund Investment Class | Other securities | — | — | $154K | 2.2% | |
| AQR Long Short Equity Fund I + 143 Avantis Investors Avantis Emerging Markets Equity Fund - Inst Class | Other securities | — | — | $152K | 2.2% | |
| JPMorgan Equity Income Fund Class R5 | Other securities | — | — | $150K | 2.1% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $118K | 1.7% | |
| BlackRock High Yield Portfolio - Class K | Other securities | — | — | $97K | 1.4% | |
| BlackRock Is S P 500 Indx Inst + 168 BlackRock Total Return Fund Class K Shares | Other securities | — | — | $94K | 1.3% | |
| PIMCO Pimcocomdyrealrtnstratinst 232 Principal Global Real Estate Securities Fund | Mutual Funds | — | — | $90K | 1.3% | |
| Victory Capital Victory Short Term Bond Fund - R6 Shares | Other securities | — | — | $89K | 1.3% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $89K | 1.3% | |
| Diamond Hill Diamond Hill Mid Cap Fund Class I | Other securities | — | — | $88K | 1.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $87K | 1.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $86K | 1.2% | |
| JPMorgan U.S. Garp Equity Fnd - Class R5 + 223 Legal & General Legal & General Commodity Strategy Fund - Inst Class | Other securities | — | — | $76K | 1.1% | |
| PIMCO Real Estate Real Return Strategy Fund Inst | Mutual Funds | — | — | $67K | 1.0% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $57K | 0.8% | |
| Touchstone Sands Capital Emerging Markets Growth Fund | Other securities | — | — | $51K | 0.7% | |
| Fidelity Advisor Cap & Inc Fnd - Class I | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $46K | 0.6% | |
| Avantis Investors Avantis U.S. Small Cap Value Fund - Inst Class | Other securities | — | — | $45K | 0.6% | |
| Principal MidCap Institutional Fund | Other securities | — | — | $44K | 0.6% | |
| Rydex Sgi NASDAQ 100 2x Strategy Fund Class H 397 T.Rowe Price T Rowe Price New Horizons Fund | Mutual Funds | — | — | $42K | 0.6% | |
| Vanguard Total Int'l Stock Index Fund Admiral | Common Collective Trusts | — | — | $41K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $36K | 0.5% | |
| Federated Hermes Federated Hermes Gov't Obligations Fund Premier | Other securities | — | — | $30K | 0.4% | |
| Nationwide S & P 500 Indx R6 + | Common Collective Trusts | — | — | $29K | 0.4% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds American Funds Capital World Gr&Inc R6 | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $19K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Instl | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
| LINCOLN FINANCIAL ADVISORS COR | 35-1151034 | FORT WAYNE, IN | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | 35-1151034 | FORT WAYNE, MD | NONE | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | SAN DIEGO, CA | NONE | $0 | — |
