Cox Chevrolet Incorporated's EIN is 59-0862389.
Download the official 2024 Form 5500 (PDF) for Cox Chevrolet Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cox Chevrolet Incorporated'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $141 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.0M | 95.2% | |
| T. Rowe Price Retirement 2035 SA M 125,241 | Common Stocks | — | — | $1.4M | 18.4% | |
| MM S&P 500 Index R4 72,931 | Common Collective Trusts | — | — | $987K | 13.4% | |
| T. Rowe Price Retirement 2055 SA M 98,122 | Common Stocks | — | — | $924K | 12.6% | |
| T. Rowe Price Retirement 2020 SA M 71,294 | Common Stocks | — | — | $764K | 10.4% | |
| T. Rowe Price Retirement 2050 SA M 81,334 | Common Stocks | — | — | $665K | 9.0% | |
| T. Rowe Price Retirement 2030 SA M 38,432 | Common Stocks | — | — | $427K | 5.8% | |
| T. Rowe Price Retirement 2045 SA M 39,394 | Common Stocks | — | — | $417K | 5.7% | |
| T. Rowe Price Retirement 2040 SA M 22,852 | Common Stocks | — | — | $255K | 3.5% | |
| Guaranteed Portfolio Fund*** | Other securities | — | — | $247K | 3.4% | |
| Empower International Index Inv 11,840 | Other securities | — | — | $147K | 2.0% | |
| Virtus Ceredex Lg Cp Val EQ A 13,962 | Other securities | — | — | $135K | 1.8% | |
| T. Rowe Price Retirement 2025 SA M 12,628 | Common Stocks | — | — | $133K | 1.8% | |
| Victory Sycamore Est Value A 2,890 | Other securities | — | — | $133K | 1.8% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $106K | 1.4% | |
| Empower S&P Small Cap 600 Index Inv 7,319 | Other securities | — | — | $96K | 1.3% | |
| Invesco Global Opportunities A 1,707 | Mutual Funds | — | — | $80K | 1.1% | |
| Jpmorgan Mid Cap Growth A 1,939 | Other securities | — | — | $76K | 1.0% | |
| Lord Abbett Value Opp R4 3,817 | Mutual Funds | — | — | $72K | 1.0% | |
| Invesco International Diversified A 3,778 | Mutual Funds | — | — | $57K | 0.8% | |
| Franklin Growth A 365 | Mutual Funds | — | — | $49K | 0.7% | |
| BlackRock Total Return A 4,461 | Other securities | — | — | $43K | 0.6% | |
| Represents a fund managed by a party-in-interest. ** Costs have been omitted, as all investments are participant-directed. *** Includes $35,604 of non-participant directed, unallocated forfeitures for which historical cost approximates | Other securities | — | — | $36K | 0.5% | |
| Invesco Core Bond A 6,218 | Mutual Funds | — | — | $35K | 0.5% | |
| T. Rowe Price Retirement Balanced SA M 3,513 | Common Stocks | — | — | $35K | 0.5% | |
| Hartford Balance Income R4 32 ** 459 Franklin Core Plus Bond A 4,126 | Mutual Funds | — | — | $34K | 0.5% | |
| Brandywine Global Opps Bond A 4,069 | Other securities | — | — | $33K | 0.5% | |
| Invesco Real Estate A 1,956 | Mutual Funds | — | — | $33K | 0.4% | |
| MM Russell 2000 Small Cap Ind R4 1,117 | Common Collective Trusts | — | — | $19K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 65-0721164 |
| BRADENTON, FL |
| CONTRACT ADMIN |
| $6K |
| — |
