Kelly Bachtell signed Hennessy Cadillac, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hennessy Cadillac, Inc.'s EIN is 58-0942545.
Download the official 2024 Form 5500 (PDF) for Hennessy Cadillac, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hennessy Cadillac, Inc.'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 | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX 98,392 # | Common Collective Trusts | — | — | $20.1M | 28.1% | |
| AB LARGE CAP GROWTH Z 104,132 # | Other securities | — | — | $11.4M | 15.9% | |
| EI FIXED ACCOUNT SERIES CLASS II # | Other securities | — | — | $6.9M | 9.7% | |
| LONGLEAF PARTNERS FUND 234,663 # | Other securities | — | — | $5.7M | 8.0% | |
| T ROWE PRICE RETIREMENT 2040 TR-C 138,760 # | Mutual Funds | — | — | $5.0M | 7.0% | |
| VANGUARD SMALL CAP INDEX FUND ADMIRAL 29,849 # | Common Collective Trusts | — | — | $3.4M | 4.8% | |
| T ROWE PRICE RETIREMENT 2030 TR-C 94,692 # | Mutual Funds | — | — | $3.0M | 4.2% | |
| T ROWE PRICE RETIREMENT 2050 TR-C 69,501 # | Mutual Funds | — | — | $2.6M | 3.7% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 74,238 # | Mutual Funds | — | — | $2.4M | 3.3% | |
| J P MORGAN CORE BOND R6 195,482 # | Other securities | — | — | $2.0M | 2.8% | |
| VANGUARD MID CAP INDEX ADM 5,392 # | Mutual Funds | — | — | $1.8M | 2.5% | |
| FIDELITY US BOND INDEX 146,681 # | Mutual Funds | — | — | $1.5M | 2.1% | |
| DODGE & COX STOCK FUND - I 5,343 # | Mutual Funds | — | — | $1.4M | 1.9% | |
| MFS RESEARCH INTERNATIONAL R6 49,648 # | Mutual Funds | — | — | $1.1M | 1.5% | |
| T ROWE PRICE RETIREMENT 2045 TR-C 17,873 # | Mutual Funds | — | — | $669K | 0.9% | |
| T ROWE PRICE RETIREMENT 2015 TR-C 25,065 # | Mutual Funds | — | — | $612K | 0.9% | |
| T ROWE PRICE RETIREMENT 2060 TR-C 24,690 # | Mutual Funds | — | — | $596K | 0.8% | |
| T ROWE PRICE RETIREMENT 2020 TR-C 15,416 # | Mutual Funds | — | — | $410K | 0.6% | |
| T ROWE PRICE RETIREMENT 2025 TR-C 9,576 # | Mutual Funds | — | — | $278K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TR-C 10,819 # | Mutual Funds | — | — | $163K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TR-C 7,265 # | Other securities | — | — | $163K | 0.2% | |
| T ROWE PRICE RETIREMENT 2055 TR-C 3,511 # | Mutual Funds | — | — | $132K | 0.2% | |
| T ROWE PRICE RETIREMENT 2035 TR-C 3,318 # | Mutual Funds | — | — | $113K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $28K |
| — |
