Michael Reames signed DICK Smith Automotive Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DICK Smith Automotive Group's EIN is 57-0806423.
Download the official 2024 Form 5500 (PDF) for DICK Smith Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DICK Smith Automotive Group'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund Class Z | Mutual Funds | — | — | $5.5M | 19.4% | |
| Fidelity Freedom 2030 Fund Class Z | Mutual Funds | — | — | $4.3M | 15.1% | |
| Fidelity Freedom 2035 Fund Class Z | Mutual Funds | — | — | $2.9M | 10.3% | |
| Fidelity Freedom 2025 Fund Class Z | Mutual Funds | — | — | $2.3M | 8.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 7.0% | |
| Fidelity Freedom 2020 Fund Class Z | Mutual Funds | — | — | $1.8M | 6.5% | |
| Fidelity Government Money Market Fund - Premium Class | Mutual Funds | — | — | $1.5M | 5.1% | |
| Fidelity Freedom 2050 Fund Class Z | Mutual Funds | — | — | $1.1M | 3.9% | |
| Fidelity Freedom 2045 Fund Class Z | Mutual Funds | — | — | $1.1M | 3.9% | |
| The Hartford Capital Appreciation Fund Class R6 | Other securities | — | — | $846K | 3.0% | |
| Participant Notes Receivable | Other securities | — | — | $631K | 2.2% | |
| Fidelity Freedom 2055 Fund Class Z | Mutual Funds | — | — | $625K | 2.2% | |
| JPMorgan Large Cap Growth Fund Class R4 | Other securities | — | — | $478K | 1.7% | |
| Thornburg International Equity Fund Class R5 | Other securities | — | — | $449K | 1.6% | |
| Fidelity Freedom 2060 Fund Class Z | Mutual Funds | — | — | $404K | 1.4% | |
| Fidelity Advisor New Insights Fund Class I | Mutual Funds | — | — | $403K | 1.4% | |
| Columbia Select Mid Cap Value Fund Class I | Other securities | — | — | $316K | 1.1% | |
| Victory RS Partners Fund Class Y | Other securities | — | — | $296K | 1.0% | |
| Fidelity Advisor Small Cap Fund Class I | Mutual Funds | — | — | $271K | 1.0% | |
| Fidelity Advisor Strategic Income Fund Class I | Mutual Funds | — | — | $230K | 0.8% | |
| Fidelity Advisor Leveraged Company Stock Fund Class I | Mutual Funds | — | — | $215K | 0.8% | |
| Fidelity Freedom 2065 Fund Class Z | Mutual Funds | — | — | $176K | 0.6% | |
| Calvert Income Fund Class I | Other securities | — | — | $98K | 0.3% | |
| Virtus NFJ Small-Cap Value Fund Institutional Class | Other securities | — | — | $93K | 0.3% | |
| Fidelity Advisor International Discovery Fund Class I | Mutual Funds | — | — | $75K | 0.3% | |
| Fidelity Advisor Mid Cap II Fund Class I | Mutual Funds | — | — | $73K | 0.3% | |
| Fidelity Freedom Income Fund Class Z | Mutual Funds | — | — | $41K | 0.1% | |
| Fidelity Advisor Capital & Income Fund Class I | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity Advisor Focused Emerging Markets Fund Class I | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity Freedom 2010 Fund Class Z | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom 2015 Fund Class Z | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Advisor Stock Selector Large Cap Value Fund Class I | Mutual Funds | — | — | $2K | <0.1% | |
| Virtus NFJ Dividend Value Fund Institutional Class | Other securities | — | — | $1K | <0.1% | |
| Fidelity Freedom 2070 Fund Class Z | Mutual Funds | — | — | $128 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
