Mountain State Auto Auction in's EIN is 62-1380854.
Download the official 2024 Form 5500 (PDF) for Mountain State Auto Auction in from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain State Auto Auction in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Global Allocation Fund ........................... | Other securities | — | — | $1.7M | 13.8% | |
| American Funds 2030 Target Date Fund 2030 ................. | Mutual Funds | — | — | $1.3M | 10.8% | |
| Invesco Equally - Weighted S&P 500 Fund .......... | Common Collective Trusts | — | — | $1.1M | 8.8% | |
| American Funds Growth Fund of America ........................ | Mutual Funds | — | — | $1.0M | 8.4% | |
| American Funds 2045 Target Date Fund 2045 ................. | Mutual Funds | — | — | $996K | 8.0% | |
| American Funds 2050 Target Date Fund 2050 ................. | Mutual Funds | — | — | $747K | 6.0% | |
| American Funds 2060 Target Date Fund 2060 ................. | Mutual Funds | — | — | $745K | 6.0% | |
| American Funds 2025 Target Date Fund 2025 ................. | Mutual Funds | — | — | $638K | 5.1% | |
| Eaton Vance Atlanta Capital SMID – Cap Fund ........... | Other securities | — | — | $612K | 4.9% | |
| American Funds 2040 Target Date Fund 2040 ................. | Mutual Funds | — | — | $607K | 4.9% | |
| Federated Hermes International Leaders Fund .................... | Other securities | — | — | $585K | 4.7% | |
| American Funds 2035 Target Date Fund 2035 ................. | Mutual Funds | — | — | $578K | 4.7% | |
| American Funds 2055 Target Date Fund 2055 ................. | Mutual Funds | — | — | $440K | 3.5% | |
| Annuities American Funds New World Fund .................................... | Mutual Funds | — | — | $370K | 3.0% | |
| BlackRock Total Return Fund ................................. | Other securities | — | — | $250K | 2.0% | |
| PIMCO Income Fund ......................................... | Mutual Funds | — | — | $216K | 1.7% | |
| Money market funds .............................. | Cash / Money Market | — | — | $142K | 1.1% | |
| American Funds 2020 Target Date Fund 2020 ................. | Mutual Funds | — | — | $140K | 1.1% | |
| MFS Value Fund ............................................ | Mutual Funds | — | — | $93K | 0.7% | |
| Transamerica Small/Mid Cap Value Fund .................... | Other securities | — | — | $31K | 0.2% | |
| American Funds 2015 Target Date Fund 2020 ................. | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds 2010 Target Date Fund .......................... | Mutual Funds | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
