Andrew Norton signed Bachman Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bachman Auto Group, Inc.'s EIN is 61-1083122.
Download the official 2024 Form 5500 (PDF) for Bachman Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bachman Auto Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $111K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $3.1M | 10.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.1M | 10.6% | |
| The Principal Life Insurance Co. Midcap SA | Common Stocks | — | — | $3.0M | 10.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $3.0M | 10.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.8M | 9.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.7M | 9.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.9M | 6.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.8M | 6.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.6M | 5.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 5.0% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| The Principal Life Insurance Co. Smallcap Growth I SA | Common Stocks | — | — | $985K | 3.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $985K | 3.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $929K | 3.2% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $767K | 2.6% | |
| The Principal Life Insurance Co. Diversified International SA | Common Stocks | — | — | $632K | 2.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $632K | 2.2% | |
| The Principal Life Insurance Co. Deposits in guaranteed interest accounts | Common Stocks | — | — | $609K | 2.1% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 5.25% to 10.50% | Bonds / Notes | — | — | $581K | 2.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $447K | 1.5% | |
| The Principal Life Insurance Co. Capital Appreciation SA | Common Stocks | — | — | $398K | 1.4% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $398K | 1.4% | |
| The Principal Life Insurance Co. Global Emerging Markets SA | Common Stocks | — | — | $342K | 1.2% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $342K | 1.2% | |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $185K | 0.6% | |
| The Principal Life Insurance Co. Spectrum Preferred Capital and Securities Income SA | Common Stocks | — | — | $185K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $161K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $137K | 0.5% | |
| The Principal Life Insurance Co. Lifetime 2070 SA | Common Stocks | — | — | $127K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $127K | 0.4% | |
| The Principal Life Insurance Co. Lifetime Strategic Income SA | Common Stocks | — | — | $93K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $93K | 0.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $90K | 0.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $80K | 0.3% | |
| The Principal Life Insurance Co. Smallcap Value II SA | Common Stocks | — | — | $63K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $63K | 0.2% | |
| (E) | Other securities | — | — | $63K | 0.2% | |
| The Principal Life Insurance Co. Financial Group, Inc. Stock SA | Common Stocks | — | — | $15K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $15K | <0.1% |
