Casey Auto Group, Inc.'s EIN is 54-1423677.
Download the official 2024 Form 5500 (PDF) for Casey Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casey Auto Group, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | NEW YORK, NY | INVESTMENT ADVISORY | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $5.4M | 23.9% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $2.1M | 9.5% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $1.7M | 7.7% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $1.5M | 6.9% | |
| American Funds Small Capital World Fund R6 | Mutual Funds | — | — | $1.4M | 6.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $1.4M | 6.1% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $1.1M | 4.8% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $992K | 4.4% | |
| Fidelity Large Cap Value ** 443 Reliance Met Life GAC Series 25053 CL | Mutual Funds | — | — | $864K | 3.9% | |
| various maturities - | Other securities | — | — | $853K | 3.8% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $599K | 2.7% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $547K | 2.4% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $524K | 2.3% | |
| Morgan Stanley Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $506K | 2.3% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $504K | 2.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $469K | 2.1% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $314K | 1.4% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $313K | 1.4% | |
| American Funds 2070 Target Date R6 ** 677 Fidelity Large Cap Growth | Mutual Funds | — | — | $309K | 1.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $271K | 1.2% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $235K | 1.0% | |
| Vanguard Windsor II Fund - Admiral | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | NEWPORT NEWS, VA | TPA | $20K | — |
