Michele Norwood signed Modern Automotive Network, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Automotive Network, LLC's EIN is 56-2274042.
Download the official 2024 Form 5500 (PDF) for Modern Automotive Network, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern Automotive Network, LLC'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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.6M | 21.4% | |
| Fidelity Large Cap Index Fund | Common Collective Trusts | — | — | $3.4M | 13.0% | |
| Hartfort International Value R6 | Other securities | — | — | $2.0M | 7.7% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | — | $1.8M | 7.0% | |
| American Funds US Government Sec R6 | Mutual Funds | — | — | $1.7M | 6.4% | |
| MFS MidCap Fund | Mutual Funds | — | — | $1.6M | 6.0% | |
| Pimco Total Return Fund Institutional Class | Mutual Funds | — | — | $1.5M | 5.9% | |
| Clearbridge International Growth IS | Other securities | — | — | $1.5M | 5.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.4M | 5.3% | |
| Blackrock Mid-Cap Growth Equity K Fund | Other securities | — | — | $1.4M | 5.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 4.1% | |
| T. Rowe Price Target Retirement 2040 | Other securities | — | — | $450K | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $441K | 1.7% | |
| Federated MDT Small Cap Growth Fund R6 | Other securities | — | — | $422K | 1.6% | |
| T. Rowe Price Target Retirement 2055 | Other securities | — | — | $381K | 1.5% | |
| T. Rowe Price Target Retirement 2030 | Other securities | — | — | $354K | 1.4% | |
| T. Rowe Price Target Retirement 2050 | Other securities | — | — | $340K | 1.3% | |
| T. Rowe Price Target Retirement 2035 | Other securities | — | — | $312K | 1.2% | |
| American Century Small Cap Value R6 Fund | Other securities | — | — | $192K | 0.7% | |
| T. Rowe Price Target Retirement 2060 | Other securities | — | — | $136K | 0.5% | |
| T. Rowe Price Target Retirement 2045 | Other securities | — | — | $108K | 0.4% | |
| T. Rowe Price Target Retirement 2025 | Other securities | — | — | $14K | <0.1% | |
| T. Rowe Price Target Retirement 2015 6 T. Rowe Price Target Retirement 2020 | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OPPENHEIMER & CO INC |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $26K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH ADVISOR | — | PHILADELPHIA, PA | AUDITOR | $17K | — |
