Brian Caffrey signed Walnut Creek Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walnut Creek Ford, Inc.'s EIN is 68-0193997.
Download the official 2024 Form 5500 (PDF) for Walnut Creek Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walnut Creek Ford, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $35K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $3.8M | 15.9% | |
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $2.8M | 11.8% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $2.5M | 10.7% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $2.2M | 9.1% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| CALLAN GLIDEPATH 2015 MO GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $1.0M | 4.3% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $935K | 3.9% | |
| Harbor Capital Appreciation Ret Harbor 0 | Other securities | — | — | $797K | 3.4% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $733K | 3.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $618K | 2.6% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $533K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $504K | 2.1% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $481K | 2.0% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $478K | 2.0% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $475K | 2.0% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $459K | 1.9% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $445K | 1.9% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $441K | 1.9% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $439K | 1.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $332K | 1.4% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $327K | 1.4% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $326K | 1.4% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $306K | 1.3% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $201K | 0.8% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $189K | 0.8% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $140K | 0.6% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $133K | 0.6% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $123K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | Other securities | — | — | $90K | 0.4% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $76K | 0.3% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | Other securities | — | — | $60K | 0.3% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $50K | 0.2% | |
| Mutual of Omaha Insurance United Of Omaha 0 | Other securities | — | — | $45K | 0.2% | |
| CALLAN GLIDEPATH RET INC MO GREAT GRAY TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $39K | 0.2% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $37K | 0.2% | |
| Vanguard Global Equity Inv Vanguard 0 | Mutual Funds | — | — | $19K | <0.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $16K | <0.1% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $16K | <0.1% | |
| Contribution Account MG Trust Company 0 | Common Stocks | — | — | $10K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | 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.
| $5K |
| — |
