Kristy Lee signed Jackson Automotive Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Automotive Group's EIN is 58-0656141.
Download the official 2024 Form 5500 (PDF) for Jackson Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Automotive Group'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.1M | 95.5% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $661K | 10.4% | |
| PIMCO StocksPLUS Intl F Ins Mutual Funds | Mutual Funds | — | — | $618K | 9.7% | |
| JPMorgan LgCp Grw Fd R6 Mutual Funds | Other securities | — | — | $446K | 7.0% | |
| Voya Index Solution 2045 P Z Mutual Funds | Other securities | — | — | $433K | 6.8% | |
| Voya Index Solution 2040 P Z Mutual Funds | Other securities | — | — | $423K | 6.6% | |
| American Funds Bond Fd Am R6 Mutual Funds | Mutual Funds | — | — | $400K | 6.3% | |
| Voya Index Solution 2060 P Z Mutual Funds | Other securities | — | — | $398K | 6.2% | |
| Voya Index Solution 2035 P Z Mutual Funds | Other securities | — | — | $317K | 5.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | Common Stocks | — | — | $243K | 3.8% | |
| PGIM High Yield Fund R6 Mutual Funds | Other securities | — | — | $226K | 3.5% | |
| Vangrd Balanced Index Fd Adm Mutual Funds | Other securities | — | — | $209K | 3.3% | |
| Vangrd Em Mkts Stk Ind Fd Adm Mutual Funds | Other securities | — | — | $207K | 3.2% | |
| Voya Index Solution 2055 P Z Mutual Funds | Other securities | — | — | $197K | 3.1% | |
| Vangrd Small-Cap Index Fd Adm Mutual Funds | Other securities | — | — | $191K | 3.0% | |
| DFA Global Real Est Sec Pt Ins Mutual Funds | Mutual Funds | — | — | $139K | 2.2% | |
| Voya Index Solution 2050 P Z Mutual Funds | Other securities | — | — | $138K | 2.2% | |
| Vangrd Mid-Cap Vl Indx Fd Adm Mutual Funds | Other securities | — | — | $133K | 2.1% | |
| Voya Index Solution 2025 P Z Mutual Funds | Other securities | — | — | $133K | 2.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Mutual Funds | Other securities | — | — | $130K | 2.0% | |
| Vangrd Equity Income Fund Adm Mutual Funds | Other securities | — | — | $110K | 1.7% | |
| DFA Infl-Prot Sec Port Ins Mutual Funds | Mutual Funds | — | — | $98K | 1.5% | |
| Carillon Eagle Mid Cap Grw R6 Mutual Funds | Other securities | — | — | $87K | 1.4% | |
| Vangrd Explorer Fund Adm Mutual Funds | Other securities | — | — | $87K | 1.4% | |
| Voya Index Solution 2065 P Z Mutual Funds | Other securities | — | — | $80K | 1.3% | |
| Voya Index Solution 2030 P Z Mutual Funds | Other securities | — | — | $80K | 1.2% | |
| Voya GOV Money Market Mutual Funds | Cash / Money Market | — | — | $60K | 0.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $60K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $51K | 0.8% | |
| Maturing at Various Dates * Participant Loans Through November 2027 | Participant loans | — | — | $41K | 0.6% | |
| American Funds Bond Fd Am R6 Mutual Funds | Mutual Funds | — | — | $21K | 0.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $21K | 0.3% | |
| Vangrd Intl Grw Fd Adm Mutual Funds | Other securities | — | — | $20K | 0.3% | |
| DFA US Targeted VI Port Mutual Funds | Mutual Funds | — | — | $3K | <0.1% |
