Joe Boyer signed Williamson Cadillac Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williamson Cadillac Company's EIN is 59-1195335.
Download the official 2024 Form 5500 (PDF) for Williamson Cadillac Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williamson Cadillac Company'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WELLS FARGO ADVISORS, LLC | 34-1542819 | — | INVESTMENT ADVISOR | $20K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAMSON CADILLAC COMPANY | — | MIAMI, FL | OTHER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Investment Trusts Great Gray Trust Company RetirePilot Moderate Retirement Fund R1 | Common Collective Trusts | — | — | $6.8M | 29.9% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $6.8M | 29.9% | |
| * Principal Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $4.3M | 18.8% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $3.7M | 16.5% | |
| BlackRock S&P 500 Index Fund | Mutual Funds | — | — | $1.8M | 8.1% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $1.7M | 7.4% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $534K | 2.4% | |
| Great Gray Trust Company RetirePilot Conservative Retirement Fund R1 | Common Stocks | — | — | $506K | 2.2% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $506K | 2.2% | |
| Participant Loans 5.25% to 10.50% - | Bonds / Notes | — | — | $361K | 1.6% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $186K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $152K | 0.7% | |
| Capital Research Conservative Growth and Income Portfolio | Other securities | — | — | $139K | 0.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $119K | 0.5% | |
| Dimensional Fund Advisors DFA US Small Cap Value Portfolio | Mutual Funds | — | — | $113K | 0.5% | |
| BlackRock MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $95K | 0.4% | |
| PGIM High Yield Fund | Other securities | — | — | $56K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund/United | Common Collective Trusts | — | — | $45K | 0.2% | |
| States ** Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $42K | 0.2% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| Vanguard Windsor Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $31K | 0.1% | |
| Capital Research American Balanced Fund | Other securities | — | — | $31K | 0.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $25K | 0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Great Gray Trust Company RetirePilot Aggressive Retirement Fund R1 | Common Stocks | — | — | $9K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
