JOY Killingsworth signed Bob Moore Auto Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Moore Auto Group, LLC's EIN is 73-1596059.
Download the official 2024 Form 5500 (PDF) for Bob Moore Auto Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bob Moore Auto Group, LLC'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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | OVERLAND PARK, KS | INVESTMENT MANAGER | $28K | — |
| PLEXUS FINANCIAL SERVICES, LLC | 27-1746834 | DEER PARK, IL | INVESTMENT MANAGER | $10K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price L/C Growth (L) N/A | Mutual Funds | — | — | $5.9M | 12.8% | |
| Vanguard Target Rtmnt 2040-Inv N/A | Mutual Funds | — | — | $4.9M | 10.6% | |
| Vanguard Target Rtmnt 2030-Inv N/A | Mutual Funds | — | — | $4.8M | 10.4% | |
| Vanguard 500 Index-Adm N/A | Common Collective Trusts | — | — | $4.1M | 8.8% | |
| Vanguard Target Rtmnt 2050-Inv N/A | Mutual Funds | — | — | $4.0M | 8.8% | |
| Vanguard Target Rtmnt 2060-Inv N/A | Mutual Funds | — | — | $3.0M | 6.6% | |
| Putnam L/C Value Trust-IA N/A | Mutual Funds | — | — | $2.0M | 4.4% | |
| DFA Large Cap Intl Portf N/A | Mutual Funds | — | — | $1.9M | 4.0% | |
| Vanguard Target Rtmnt 2055-Inv N/A | Mutual Funds | — | — | $1.6M | 3.4% | |
| Vanguard Target Rtmnt 2025-Inv N/A | Mutual Funds | — | — | $1.6M | 3.4% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.4% | |
| Vanguard Small-Cap Index Adm N/A | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Target Rtmnt 2045-Inv N/A | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Target Rtmnt 2020-Inv N/A | Mutual Funds | — | — | $1.4M | 3.1% | |
| Vanguard Target Rtmnt 2035-Inv N/A | Mutual Funds | — | — | $1.2M | 2.7% | |
| Notes Receivable from Participants Maturing 2025-2029 at - | Other securities | — | — | $1.0M | 2.2% | |
| Vanguard Mid Cap Index Adm N/A | Mutual Funds | — | — | $839K | 1.8% | |
| Dodge & Cox Income-I N/A | Mutual Funds | — | — | $539K | 1.2% | |
| MFS Mid Cap Growth-R6 N/A | Mutual Funds | — | — | $486K | 1.1% | |
| Principal M/C Value I-R6 N/A | Other securities | — | — | $462K | 1.0% | |
| Vanguard Target Rtmnt Inc-Inv N/A | Mutual Funds | — | — | $364K | 0.8% | |
| Vanguard Total Bond Mkt - Adm N/A | Mutual Funds | — | — | $303K | 0.7% | |
| American EuroPacific Growth R6 N/A | Other securities | — | — | $230K | 0.5% | |
| Vanguard Real Estate Index Adm N/A | Mutual Funds | — | — | $219K | 0.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $202K | 0.4% | |
| PIMCO Income Inst N/A | Mutual Funds | — | — | $193K | 0.4% | |
| Money Market Deposit Account * Cavanal Hill Money Market N/A | Cash / Money Market | — | — | $59K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BOKF, NA |
| — |
| TULSA, OK |
| TRUSTEE |
| $127K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE, LLP | 35-0921680 | SOUTH BEND, IN | AUDITOR | $20K | — |
| EIDE BAILLY LLP | 45-0250958 | OKC, OK | AUDITOR | $7K | — |
