RON W Hagan signed Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet's EIN is 64-0388844.
Download the official 2024 Form 5500 (PDF) for Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet'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 | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROLAND CRISS FIDUCIARY S | 75-2866255 | — | CONTRACT ADMINISTRATOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.9M | 25.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.5M | 23.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 13.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $962K | 6.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $819K | 5.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $776K | 5.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $713K | 4.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $466K | 3.0% | |
| Prin Fixed Inc Guar Option * Principal Life Insurance Company 0 | Common Stocks | — | — | $330K | 2.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $280K | 1.8% | |
| Prin Lifetime HYB 2070 CIT Z Principal Global Investors Trust Co 0 323 Vanguard Balncd Index Admrl Fd Vanguard Group 0 | Common Collective Trusts | — | — | $221K | 1.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $211K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $191K | 1.2% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $172K | 1.1% | |
| Nuveen Large Cap GR Index R6 * TIAA Investments 0 | Mutual Funds | — | — | $113K | 0.7% | |
| JP Morgan US Res En Eq R6 FD * JP Morgan Funds 0 | Other securities | — | — | $107K | 0.7% | |
| Vanguard MidCp Grth Idx Adm Fd Vanguard Group 0 | Common Collective Trusts | — | — | $101K | 0.7% | |
| MFS Total Return Bond R6 Fund * MFS Investment Management 0 | Mutual Funds | — | — | $33K | 0.2% | |
| PRIN MIDCAP S&P 600 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $24K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $22K | 0.1% | |
| Vanguard Dev Mkts Index Adm Fund Vanguard Group 0 | Mutual Funds | — | — | $17K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $6K | <0.1% | |
| DFA US Targeted Value I Fd Dimensional Fund Advisors 0 | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JanusHenderson Triton N Janus International Holding, LLC 0 | Mutual Funds | — | — | $2K | <0.1% | |
| DFA US Large Cap Value I Fd Dimensional Fund Advisors 0 | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFE TIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $323 | <0.1% | |
| INTL I SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RETIREMENT STRATEGIES GROUP, LLC |
| 72-1450587 |
| — |
| CONTRACT ADMINISTRATOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX INSURANCE AGENCY LLC | 75-2787410 | — | OTHER SERVICES | $0 | — |
