Rusty Steele signed Farmer Automotive Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farmer Automotive Group's EIN is 59-3349739.
Download the official 2024 Form 5500 (PDF) for Farmer Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farmer Automotive Group'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $81K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS | 81-3433658 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 14.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 14.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.0M | 12.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $936K | 11.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $671K | 8.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $586K | 7.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $351K | 4.5% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $271K | 3.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $227K | 2.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $219K | 2.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $198K | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $133K | 1.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $132K | 1.7% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $127K | 1.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $121K | 1.5% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $116K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $99K | 1.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $68K | 0.9% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $38K | 0.5% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $38K | 0.5% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $32K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $19K | 0.2% | |
| WESTERN ASSET CORE PLUS BOND I | Registered Investment Companies | — | — | $18K | 0.2% | |
| JPMORGAN CORPORATE BOND R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $1K | <0.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $30K |
| — |
