Freddie Jacobs Jr. signed Russell & Smith Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Russell & Smith Ford, Inc.'s EIN is 74-0481955.
Download the official 2024 Form 5500 (PDF) for Russell & Smith Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Russell & Smith Ford, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $3.3M | 32.7% | |
| Northern Trust S&P 500 Collective Trust Fund | Common Collective Trusts | — | — | $1.9M | 19.0% | |
| T Rowe Price Retirement Blend 2040 Collective Trust Fund | Common Collective Trusts | — | — | $1.1M | 10.8% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $703K | 7.0% | |
| MassMutual Select Mid Cap Growth Mutual Fund | Other securities | — | — | $607K | 6.0% | |
| Great-West Trust Company, LLC Allspring Special Small Cap Value Mutual Fund | Common Stocks | — | — | $424K | 4.2% | |
| T Rowe Price Retirement Blend 2045 Collective Trust Fund | Common Collective Trusts | — | — | $400K | 4.0% | |
| T Rowe Price Retirement Blend 2035 Collective Trust Fund | Common Collective Trusts | — | — | $288K | 2.8% | |
| Participant loans 4.25% to 9.50% -0- | Bonds / Notes | — | — | $256K | 2.5% | |
| T Rowe Price Retirement Blend 2030 Collective Trust Fund | Common Collective Trusts | — | — | $217K | 2.1% | |
| Northern Trust S&P MidCap 400 Collective Trust Fund | Common Collective Trusts | — | — | $138K | 1.4% | |
| T Rowe Price Retirement Blend 2065 Collective Trust Fund | Common Collective Trusts | — | — | $137K | 1.4% | |
| T Rowe Price Retirement Blend 2015 Collective Trust Fund 989 T Rowe Price Retirement Blend 2020 Collective Trust Fund | Common Collective Trusts | — | — | $124K | 1.2% | |
| Northern Trust Russell 2000 Collective Trust Fund | Common Collective Trusts | — | — | $114K | 1.1% | |
| T Rowe Price Retirement Blend 2060 Collective Trust Fund | Common Collective Trusts | — | — | $88K | 0.9% | |
| MFS Mid Cap Value Collective Trust Fund | Common Collective Trusts | — | — | $66K | 0.7% | |
| Northern Trust All Country World ex-US Collective Trust Fund | Common Collective Trusts | — | — | $53K | 0.5% | |
| T Rowe Price Retirement Blend 2055 Collective Trust Fund | Common Collective Trusts | — | — | $50K | 0.5% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $46K | 0.5% | |
| Northern Trust Russell 1000 Growth Collective Trust Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| American Funds Europacific Growth Mutual Fund | Mutual Funds | — | — | $23K | 0.2% | |
| T Rowe Price Retirement Blend 2050 Collective Trust Fund | Common Collective Trusts | — | — | $19K | 0.2% | |
| SSGA Real Asset Collective Trust Fund | Common Collective Trusts | — | — | $14K | 0.1% | |
| Northern Trust Aggregate Bond Collective Trust Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| Principal Small Cap Growth Mutual Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
