Kaitlyn Cunningham signed Moore Automotive, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore Automotive, Inc.'s EIN is 61-0339010.
Download the official 2024 Form 5500 (PDF) for Moore Automotive, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moore Automotive, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EBELHAR WHITEHEAD CPA'S | 61-2616366 | — | ACCOUNTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $3.3M | 18.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.6M | 14.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 12.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 11.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.1M | 6.0% | |
| Self-directed Brokerage Fund | Self-Directed Brokerage | — | — | $985K | 5.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $669K | 3.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $529K | 2.9% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $484K | 2.7% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $476K | 2.7% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $447K | 2.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $406K | 2.3% | |
| Participant Loans | Participant loans | — | — | $295K | 1.6% | |
| American US Gov Sec Fund | Other securities | — | — | $251K | 1.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $242K | 1.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $230K | 1.3% | |
| Invesco Global Strategic Income Fund | Mutual Funds | — | — | $222K | 1.2% | |
| Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $218K | 1.2% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $188K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $161K | 0.9% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $115K | 0.6% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $83K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $65K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $55K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $52K | 0.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $42K | 0.2% | |
| T. Rowe Price Retirement Bal Fund | Other securities | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $7K | <0.1% |
