Erika Puhalski signed Scott-McRae Automotive Group, LLLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scott-McRae Automotive Group, LLLP's EIN is 59-1992210.
Download the official 2024 Form 5500 (PDF) for Scott-McRae Automotive Group, LLLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scott-McRae Automotive Group, LLLP'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Empower Annuity Insurance Company EI Fixed Account - Series Class V of America | Guaranteed Income / GIC | — | — | $4.4M | 10.7% | |
| Goldman Sachs Large Cap Growth Insights Fund | Other securities | — | — | $4.0M | 9.7% | |
| American Funds Investment Company of America Fund | Mutual Funds | — | — | $3.8M | 9.3% | |
| Massachusetts Financial Services Lifetime 2030 Fund | Other securities | — | — | $3.7M | 9.0% | |
| Massachusetts Financial Services Lifetime 2045 Fund | Other securities | — | — | $2.8M | 6.8% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $2.7M | 6.4% | |
| Massachusetts Financial Services Lifetime 2040 Fund | Other securities | — | — | $2.6M | 6.4% | |
| Massachusetts Financial Services Lifetime 2050 Fund | Other securities | — | — | $2.3M | 5.5% | |
| Massachusetts Financial Services Lifetime 2035 Fund | Other securities | — | — | $2.2M | 5.4% | |
| S&P 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 5.0% | |
| Eaton Vance Atlanta Capital SMID-Cap R | Other securities | — | — | $1.9M | 4.7% | |
| Dodge & Cox Stock -I | Mutual Funds | — | — | $1.9M | 4.6% | |
| Massachusetts Financial Services Lifetime 2055 Fund | Other securities | — | — | $1.5M | 3.7% | |
| Massachusetts Financial Services Lifetime 2060 Fund | Other securities | — | — | $1.3M | 3.1% | |
| Massachusetts Financial Services Lifetime 2025 Fund | Other securities | — | — | $1.0M | 2.5% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $747K | 1.8% | |
| maturing through March 2038 | Other securities | — | — | $702K | 1.7% | |
| PIMCO Income Installment | Mutual Funds | — | — | $521K | 1.3% | |
| Massachusetts Financial Services Lifetime Income Fund | Other securities | — | — | $510K | 1.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $305K | 0.7% | |
| Janus Henderson Developed World Bond I | Mutual Funds | — | — | $187K | 0.5% | |
| Fidelity Advisor Stock Selectior SM CP I | Mutual Funds | — | — | $3K | <0.1% | |
| Massachusetts Financial Services Lifetime 2065 Fund | Other securities | — | — | $3K | <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 |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $14K | — |
