Shelly Burnett signed Gettel Automotive, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gettel Automotive, Inc.'s EIN is 65-0224226.
Download the official 2024 Form 5500 (PDF) for Gettel Automotive, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gettel Automotive, 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 | $169K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
| GLOBAL RETIREMENT PARTNERS LLC |
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 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $5.3M | 12.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.0M | 9.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.9M | 9.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $3.1M | 7.4% | |
| T. Rowe Price Funds Appreciation Fund | Other securities | — | — | $2.6M | 6.2% | |
| Vanguard Group Growth Index Aim Fund | Mutual Funds | — | — | $2.3M | 5.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.2M | 5.3% | |
| JP Morgan Funds Large-Cap Growth Fund | Other securities | — | — | $2.2M | 5.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.1M | 5.0% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.9M | 4.5% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.9M | 4.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 4.1% | |
| maturing through May 2052 | Other securities | — | — | $1.4M | 3.4% | |
| JP Morgan Funds JP Morgan Mid Cap Growth | Other securities | — | — | $1.3M | 3.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $1.3M | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $906K | 2.1% | |
| Principal Life Insurance Company Lifetime Strategic Income | Common Stocks | — | — | $525K | 1.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $525K | 1.2% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $522K | 1.2% | |
| MFS Investment Management MFS Intl Diversification | Mutual Funds | — | — | $293K | 0.7% | |
| American Funds 1-DS New Perspective | Mutual Funds | — | — | $231K | 0.5% | |
| Vanguard Group Equity Aim Fund | Mutual Funds | — | — | $224K | 0.5% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index | Common Stocks | — | — | $153K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $153K | 0.4% | |
| Principal Life Insurance Company Principal Income Fund | Common Stocks | — | — | $132K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $132K | 0.3% | |
| Principal Life Insurance Company Small-Cap Growth Fund | Common Stocks | — | — | $127K | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $127K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 0.3% | |
| American Funds PDS Europacific Growth | Mutual Funds | — | — | $100K | 0.2% | |
| Vanguard Group Developed Markets Index Admiral | Mutual Funds | — | — | $91K | 0.2% | |
| Principal Life Insurance Company Lifetime 2070 | Common Stocks | — | — | $75K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $75K | 0.2% | |
| Principal Life Insurance Company Mid-Cap Value I | Common Stocks | — | — | $63K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $63K | 0.2% | |
| (E) | Other securities | — | $26K | $44K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $44K | 0.1% | |
| Vanguard Group Total Bond Market Index Admiral | Mutual Funds | — | — | $28K | <0.1% | |
| (E) | Other securities | — | — | $28K | <0.1% | |
| Franklin Mutual Advisers Small-Cap Value Fund | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
