JON H Smith signed Cavender Oldsmobile Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cavender Oldsmobile Co., Inc.'s EIN is 74-1619391.
Download the official 2024 Form 5500 (PDF) for Cavender Oldsmobile Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cavender Oldsmobile Co., 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $143K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FUNDS * Empower Investments - Series Class VI | Insurance Contracts | — | — | $3.5M | 11.9% | |
| The Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.7M | 9.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.1M | 7.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.0M | 6.8% | |
| Charles Schwab Trust Bank Schwab Institutional Large Cap Growth Trust Fund | Common Collective Trusts | — | — | $1.7M | 5.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.6M | 5.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.4M | 4.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| The Vanguard Group Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.3M | 4.6% | |
| Fidelity Services Company Fidelity Balanced Fund | Mutual Funds | — | — | $1.2M | 4.0% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.0M | 3.5% | |
| maturing through December 2029 - | Other securities | — | — | $887K | 3.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $766K | 2.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $752K | 2.6% | |
| The Vanguard Group Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $729K | 2.5% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $671K | 2.3% | |
| PIMCO Investment Management Company PIMCO Diversified Income Fund Institutional Class | Mutual Funds | — | — | $580K | 2.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $548K | 1.9% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $539K | 1.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $478K | 1.6% | |
| Fidelity Services Company FIDELITY MID CAP STOCK K6 | Mutual Funds | — | — | $444K | 1.5% | |
| MFS Investment Management MFS Research R6 | Mutual Funds | — | — | $356K | 1.2% | |
| Macquire SMALL CAP GROWTH R6 | Other securities | — | — | $291K | 1.0% | |
| Capital Group CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $233K | 0.8% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $233K | 0.8% | |
| MFS Investment Management MFS Mid Cap Growth R6 | Mutual Funds | — | — | $202K | 0.7% | |
| Cohen & Steers, Inc. Cohen & Steers Real Estate Securities Z | Common Stocks | — | — | $137K | 0.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $90K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $74K | 0.3% | |
| S Allspring Special MID Cap Value R6 | Mutual Funds | — | — | $68K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $60K | 0.2% | |
| AMCENTURY SMALL CAP VALUE (PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $19K | <0.1% | |
| BlackRock Investment Management Company Blackrock Advantage Small Cap Core K | Common Stocks | — | — | $17K | <0.1% | |
| BlackRock Investment Management Company Blackrock Health Sciences Opps Instl | Common Stocks | — | — | $3K | <0.1% |
