Stokes Hodges Auto Group's EIN is 57-0857144.
Download the official 2022 Form 5500 (PDF) for Stokes Hodges Auto Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Stokes Hodges Auto Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $24K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $3.2M | 83.4% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $580K | 15.2% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $486K | 12.8% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $253K | 6.7% | |
| [Assets held in participant loans] | Other | — | — | $204K | 5.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $200K | 5.3% | |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 940 | Pooled Separate Account | — | — | $188K | 4.9% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $169K | 4.4% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $144K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $141K | 3.7% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $127K | 3.3% | |
| CLEARBRIDGE APPRECIATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 876 | Pooled Separate Account | — | — | $122K | 3.2% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $112K | 2.9% | |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $99K | 2.6% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $92K | 2.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $84K | 2.2% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 090 | Pooled Separate Account | — | — | $76K | 2.0% | |
| CLEARBRIDGE SMALL CAP GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $63K | 1.7% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 942 | Pooled Separate Account | — | — | $63K | 1.7% | |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $47K | 1.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $31K | 0.8% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $26K | 0.7% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $17K | 0.5% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $15K | 0.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $10K | 0.3% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $5K | 0.1% | |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 210 | Pooled Separate Account | — | — | $5K | 0.1% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $5K | 0.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $4K | 0.1% | |
| THORNBURG INTERNATIONAL VALUE RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 936 | Pooled Separate Account | — | — | $4K | <0.1% | |
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 912 | Pooled Separate Account | — | — | $1K | <0.1% |
