Shirley Horner signed Sheehy Auto Stores, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheehy Auto Stores, Inc.'s EIN is 54-1952240.
Download the official 2024 Form 5500 (PDF) for Sheehy Auto Stores, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheehy Auto Stores, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $257K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Portfolio BlackRock Lifepath Index 2055 N/R | Other securities | — | — | $21.0M | 16.1% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $12.2M | 9.4% | |
| Portfolio BlackRock Lifepath Index 2050 N/R | Other securities | — | — | $11.2M | 8.5% | |
| MFS Growth Fund Class R6 N/R | Mutual Funds | — | — | $9.8M | 7.5% | |
| Portfolio BlackRock Lifepath Index 2035 N/R | Other securities | — | — | $9.4M | 7.2% | |
| Portfolio BlackRock Lifepath Index 2040 N/R | Other securities | — | — | $8.5M | 6.5% | |
| Portfolio BlackRock Lifepath Index 2045 N/R | Other securities | — | — | $8.1M | 6.2% | |
| BlackRock Lifepath Index 2030 N/R | Mutual Funds | — | — | $6.6M | 5.1% | |
| Fund - Class R6 Hartford The Hartford Equity Income Fund N/R | Other securities | — | — | $6.5M | 5.0% | |
| Select Principal MidCap Fund N/R | Other securities | — | — | $6.4M | 4.9% | |
| Portfolio BlackRock Lifepath Index N/R | Other securities | — | — | $6.1M | 4.6% | |
| American Funds EuroPacific American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $4.0M | 3.1% | |
| Retirement Portfolio Fidelity Small Cap Stock Index Fund N/R | Common Collective Trusts | — | — | $3.3M | 2.5% | |
| Growth Fund Class R-6 LDA Core Plus Bond R6 N/R | Other securities | — | — | $2.7M | 2.1% | |
| Fund Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.6M | 2.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.3M | 1.7% | |
| JP Morgan JPMorgan Small Cap Value Fund N/R | Other securities | — | — | $2.2M | 1.7% | |
| Allspring Special Small Cap Value N/R | Other securities | — | — | $2.2M | 1.7% | |
| Income Fund Fidelity Advisors High Income N/R | Mutual Funds | — | — | $1.8M | 1.4% | |
| Fidelity Advisor Floating Rate High N/R | Mutual Funds | — | — | $1.2M | 0.9% | |
| Advantage Fund Fidelity Advisors International Index N/R | Mutual Funds | — | — | $1.0M | 0.8% | |
| Money Market Fidelity Government Money Market N/R | Mutual Funds | — | — | $1.0M | 0.8% | |
| GS International EQ Insights R6 N/R | Other securities | — | — | $309K | 0.2% | |
| BlackRock Lifepath Index 2065 N/R | Other securities | — | — | $77K | <0.1% | |
| Fund Inst BlackRock Lifepath Index 2060 N/R | Other securities | — | — | $30K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $57K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES A. REICHERT | 84-0858799 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| BAKER TILLY US, LLP | 46-2648231 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
