Jason Davis signed Bill Jarrett Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bill Jarrett Ford, Inc.'s EIN is 59-1637589.
Download the official 2024 Form 5500 (PDF) for Bill Jarrett Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bill Jarrett Ford, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.7M | 9.8% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $1.6M | 9.1% | |
| Participant Loans | Participant loans | — | — | $1.6M | 8.9% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $1.2M | 6.7% | |
| Franklin Templeton | Mutual Funds | — | — | $964K | 5.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $702K | 4.0% | |
| JP Morgan | Other securities | — | — | $686K | 3.9% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $652K | 3.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $652K | 3.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $584K | 3.3% | |
| Fidelity | Mutual Funds | — | — | $559K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $559K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $537K | 3.0% | |
| MassMutual | Other securities | — | — | $520K | 3.0% | |
| MassMutual | Other securities | — | — | $470K | 2.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $440K | 2.5% | |
| Fidelity | Mutual Funds | — | — | $300K | 1.7% | |
| Allspring Global Investments Holdings, LL | Common Stocks | — | — | $258K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $225K | 1.3% | |
| MassMutual | Other securities | — | — | $218K | 1.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $198K | 1.1% | |
| MassMutual | Other securities | — | — | $182K | 1.0% | |
| MassMutual | Other securities | — | — | $132K | 0.8% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $128K | 0.7% | |
| MFS Investment Management | Mutual Funds | — | — | $120K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $109K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $98K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $84K | 0.5% | |
| Forfeiture/Unallocated account | Other securities | — | — | $83K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $19K | 0.1% | |
| American Century Investments | Other securities | — | — | $14K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $11K | <0.1% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $6K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $2K | <0.1% | |
| MassMutual | Other securities | — | — | $777 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $777 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AIMPOINT GROUP LLC | — | POMPANO BEACH, FL | TPA | $22K | — |
