SIMA McCollum signed Pohanka Auto West, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pohanka Auto West, Inc.'s EIN is 54-1418834.
Download the official 2024 Form 5500 (PDF) for Pohanka Auto West, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pohanka Auto West, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $91K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $150 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRetirement 2025 R6 Mutual Fund N/R | Other securities | — | — | $6.2M | 14.4% | |
| JP Morgan SmartRetirement 2035 R6 Mutual Fund N/R | Other securities | — | — | $6.0M | 13.9% | |
| JP Morgan SmartRetirement 2030 R6 Mutual Fund N/R | Other securities | — | — | $5.5M | 12.8% | |
| JP Morgan SmartRetirement 2045 R6 Mutual Fund N/R | Other securities | — | — | $2.9M | 6.7% | |
| JP Morgan SmartRetirement Income R6 Mutual Fund N/R | Other securities | — | — | $2.7M | 6.3% | |
| JP Morgan SmartRetirement 2020 R6 Mutual Fund N/R | Other securities | — | — | $2.4M | 5.6% | |
| JP Morgan SmartRetirement 2040 R6 Mutual Fund N/R | Other securities | — | — | $2.3M | 5.3% | |
| JP Morgan SmartRetirement 2050 R6 Mutual Fund N/R | Other securities | — | — | $2.2M | 5.2% | |
| Fidelity 500 Index Mutual Fund N/R | Common Collective Trusts | — | — | $2.2M | 5.0% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.9% | |
| JP Morgan SmartRetirement 2055 R6 Mutual Fund N/R | Other securities | — | — | $1.5M | 3.5% | |
| JP Morgan Large Cap Growth Mutual Fund N/R | Other securities | — | — | $1.5M | 3.5% | |
| JP Morgan SmartRetirement 2060 R6 Mutual Fund N/R | Other securities | — | — | $1.1M | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund N/R | Mutual Funds | — | — | $802K | 1.9% | |
| MFS International Diversification R6 Mutual Fund N/R | Mutual Funds | — | — | $764K | 1.8% | |
| JP Morgan SmartRetirement 2065 R6 Mutual Fund N/R | Other securities | — | — | $627K | 1.4% | |
| Vanguard Equity-Income Admiral Mutual Fund N/R | Mutual Funds | — | — | $571K | 1.3% | |
| Pimco Income Institutional Mutual Fund N/R | Mutual Funds | — | — | $463K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund N/R | Mutual Funds | — | — | $318K | 0.7% | |
| Fund * Participant Loans Interest rates: 8.75% - 9.00% $0 | Bonds / Notes | — | — | $244K | 0.6% | |
| JP Morgan Core Bond R6 Mutual Fund N/R | Other securities | — | — | $230K | 0.5% | |
| Fidelity US Bond Index Mutual Fund N/R | Mutual Funds | — | — | $215K | 0.5% | |
| Fidelity Total International Index Mutual Fund N/R | Mutual Funds | — | — | $178K | 0.4% | |
| Vanguard Explorer Admiral Mutual Fund N/R | Mutual Funds | — | — | $109K | 0.3% | |
| DFA US Targeted Value I Mutual Fund N/R | Mutual Funds | — | — | $45K | 0.1% | |
| GREAT-WEST TRUST DRIVE BAL FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOC | — | MCLEAN, VA | OTHER | $52K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | OTHER | $9K | — |
