Jeanette L. Lane signed Bluebonnet Chrysler Dodge, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluebonnet Chrysler Dodge, Ltd.'s EIN is 52-2364922.
Download the official 2024 Form 5500 (PDF) for Bluebonnet Chrysler Dodge, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluebonnet Chrysler Dodge, Ltd.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Mutual Fund NR | Mutual Funds | — | — | $2.6M | 31.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $1.2M | 14.7% | |
| Fidelity 500 Index Mutual Fund NR | Common Collective Trusts | — | — | $775K | 9.3% | |
| Nuveen Lifecycle Index 2040 Mutual Fund NR | Mutual Funds | — | — | $756K | 9.0% | |
| Nuveen Lifecycle Index 2035 Mutual Fund NR | Mutual Funds | — | — | $430K | 5.1% | |
| Nuveen Lifecycle Index 2055 Mutual Fund NR | Mutual Funds | — | — | $414K | 4.9% | |
| Nuveen Lifecycle Index 2030 Mutual Fund NR | Mutual Funds | — | — | $358K | 4.3% | |
| Various, bearing interest * Participant loans at 4.25 - 9.50% - | Bonds / Notes | — | — | $244K | 2.9% | |
| Nuveen Lifecycle Index 2060 Mutual Fund NR | Mutual Funds | — | — | $244K | 2.9% | |
| Nuveen Lifecycle Index 2050 Mutual Fund NR | Mutual Funds | — | — | $215K | 2.6% | |
| Goldman Sachs Large Cap Growth Insights Mutual Fund NR | Other securities | — | — | $146K | 1.7% | |
| Janus Henderson Enterprise Mutual Fund NR | Mutual Funds | — | — | $129K | 1.5% | |
| Putnam Large Cap Value Mutual Fund NR | Mutual Funds | — | — | $116K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund NR | Mutual Funds | — | — | $99K | 1.2% | |
| Nuveen Lifecycle Index 2045 Mutual Fund NR | Mutual Funds | — | — | $97K | 1.2% | |
| Fidelity Advisor Small Cap Growth Mutual Fund NR | Mutual Funds | — | — | $96K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund NR | Mutual Funds | — | — | $86K | 1.0% | |
| Goldman Sachs GQG Ptnrs Intl OPPS Mutual Fund NR | Other securities | — | — | $77K | 0.9% | |
| Nuveen Lifecycle Index 2065 Mutual Fund NR | Mutual Funds | — | — | $62K | 0.7% | |
| Voya Intermediate Bond Mutual Fund NR | Other securities | — | — | $61K | 0.7% | |
| Fidelity International Index Mutual Fund NR | Mutual Funds | — | — | $60K | 0.7% | |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Fund NR 594 Undiscovered Mgrs Behavioral Value Mutual Fund NR | Mutual Funds | — | — | $34K | 0.4% | |
| MFS Mid Cap Value Mutual Fund NR | Mutual Funds | — | — | $25K | 0.3% | |
| GQG Partners Emerging Markets Eqty Instl Mutual Fund NR | Other securities | — | — | $15K | 0.2% | |
| Nuveen Lifecycle Index 2025 Mutual Fund NR | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
