Nancy WEIS signed Autonation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Autonation, Inc.'s EIN is 73-1105145.
Download the official 2024 Form 5500 (PDF) for Autonation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Autonation, Inc.'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 |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | SERVICE PROVIDER | $1.1M | — |
| NEWPORT GROUP, INC. | 59-3099288 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SL SERIE STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $168.6M | 15.4% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $97.6M | 8.9% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $76.8M | 7.0% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO TRUST COMPANY · EIN 46-3793325 / PN 001 | Common Collective Trust | — | — | $66.2M | 6.1% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $61.4M | 5.6% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $58.5M | 5.4% | |
| STATE STREET GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $57.8M | 5.3% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $53.3M | 4.9% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $51.8M | 4.7% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $48.3M | 4.4% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $43.8M | 4.0% | |
| DFA US Targeted Value I Registered investment company | Mutual Funds | — | — | $40.1M | 3.7% | |
| Vanguard Equity Income Adm Registered investment company | Mutual Funds | — | — | $34.9M | 3.2% | |
| STATE STREET U.S. BOND INDEX SL CLA STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $33.2M | 3.0% | |
| Carillon Eagle Mid Cap Growth R6 Registered investment company | Common Stocks | — | — | $28.0M | 2.6% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $25.7M | 2.4% | |
| Baird Core Plus Bond Institutional Fund Registered investment company | Common Stocks | — | — | $25.3M | 2.3% | |
| Participant Loans Interest rates from 3.25% to — | Bonds / Notes | — | — | $22.2M | 2.0% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $21.9M | 2.0% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $20.9M | 1.9% | |
| Allspring Special Mid Cap Value R6 Registered investment company | Common Stocks | — | — | $12.3M | 1.1% | |
| STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $10.4M | 1.0% | |
| ClearBridge Small Cap Growth IS Registered investment company | Common Stocks | — | — | $10.1M | 0.9% | |
| American Funds EuroPacific Growth R6 Registered investment company | Mutual Funds | — | — | $8.4M | 0.8% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $7.6M | 0.7% | |
| Vanguard Inflation-Protected Securities Adm Registered investment company | Mutual Funds | — | — | $6.7M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| VOYA RETIREMENT ADVISORS |
| 22-1862786 |
| — |
| ADVISOR |
| $563K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRONICK KALADA BERDY & CO., P.C. | 23-2667890 | — | NONE | $32K | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $30K | — |
| GROOM | 52-1219029 | — | NONE | $6K | — |
