Andrew Nguyen signed Casa Nissan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casa Nissan, Inc.'s EIN is 74-2325378.
Download the official 2024 Form 5500 (PDF) for Casa Nissan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casa Nissan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401K ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VRIAC VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $17.3M | 91.4% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE RETIREMENT | Other securities | — | — | $4.2M | 22.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2035 | Other securities | — | — | $3.2M | 16.9% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2045 | Other securities | — | — | $2.8M | 14.6% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2055 | Other securities | — | — | $1.8M | 9.6% | |
| VOYA FINANCIAL VOYA FIXED ACCOUNT | Other securities | — | — | $1.0M | 5.4% | |
| AMERICAN FUNDS AMERICAN BALANCE R6 | Mutual Funds | — | — | $767K | 4.1% | |
| PARTICIPANT LOANS 5.25 % - 10.25% | Bonds / Notes | — | — | $599K | 3.2% | |
| VOYA FINANCIAL MYCOMPASS INDEX CONSERVATIVE | Other securities | — | — | $494K | 2.6% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2065 | Other securities | — | — | $368K | 1.9% | |
| MFS INTERNATIONAL GROWTH FUND | Mutual Funds | — | — | $364K | 1.9% | |
| VANGUARD GROUP INC GROWTH INDEX FUND-ADMIRAL SHARES | Common Collective Trusts | — | — | $355K | 1.9% | |
| VANGUARD GROUP INC SMALL-CAP GROWTH INDEX FUND | Common Collective Trusts | — | — | $303K | 1.6% | |
| VANGUARD GROUP INC MID-CAP VALUE INDEX FUND | Common Collective Trusts | — | — | $261K | 1.4% | |
| VANGUARD GROUP INC VALUE INDEX FUND-ADMIRAL SHARES | Common Collective Trusts | — | — | $258K | 1.4% | |
| VOYA FINANCIAL CORE BOND FUND | Other securities | — | — | $257K | 1.4% | |
| VOYA FINANCIAL LARGE CAP VALUE FUND | Other securities | — | — | $250K | 1.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX CONSERVATIVE 2035 | Other securities | — | — | $250K | 1.3% | |
| VOYA FINANCIAL INTERNATIONAL STOCK FUND | Other securities | — | — | $198K | 1.0% | |
| BLACKROCK ADVISORS LLC MID-CAP GROWTH EQUITY PORTFOLIO | Other securities | — | — | $195K | 1.0% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2055 | Other securities | — | — | $187K | 1.0% | |
| VOYA FINANCIAL LARGE CAP GROWTH FUND | Other securities | — | — | $187K | 1.0% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2045 | Other securities | — | — | $138K | 0.7% | |
| VOYA FINANCIAL GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | — | $79K | 0.4% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2045 | Other securities | — | — | $76K | 0.4% | |
| AMERICAN FUNDS NEW WORLD FUND | Mutual Funds | — | — | $64K | 0.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2035 | Other securities | — | — | $56K | 0.3% | |
| VANGUARD GROUP INC SMALL-CAP VALUE INDEX FUND-ADMIRAL | Common Collective Trusts | — | — | $50K | 0.3% | |
| COHEN & STEERS CAPITAL REAL ESTATE SECURITIES FUND | Other securities | — | — | $46K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BOND FUND | Mutual Funds | — | — | $42K | 0.2% | |
| VANGUARD GROUP INC TOTAL INTERNATIONAL BOND INDEX | Mutual Funds | — | — | $28K | 0.1% | |
| LORD ABBETT & CO LLC HIGH YIELD FUND | Mutual Funds | — | — | $16K | <0.1% | |
| DFA COMMODITY STRATEGY PORTFOLIO | Mutual Funds | — | — | $10K | <0.1% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2025 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | SERVICE PROVIDER | $0 | — |
