ERIN Murphy signed Classic Chevrolet Buick GMC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Classic Chevrolet Buick GMC, Inc.'s EIN is 75-1159462.
Download the official 2024 Form 5500 (PDF) for Classic Chevrolet Buick GMC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Classic Chevrolet Buick GMC, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES LLC | 11-3738689 | — | ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Time Hybrid 2030 Fund Mutual fund | Other securities | — | — | $10.2M | 14.1% | |
| Principal Life Time Hybrid 2040 Fund Mutual fund | Other securities | — | — | $7.0M | 9.7% | |
| Principal Life Time Hybrid 2035 Fund Mutual fund | Other securities | — | — | $6.1M | 8.5% | |
| Principal Life Time Hybrid 2025 Fund Mutual fund | Other securities | — | — | $6.0M | 8.4% | |
| Principal Life Time Hybrid 2045 Fund Mutual fund | Other securities | — | — | $5.3M | 7.4% | |
| Principal Life Time Hybrid 2055 Fund Mutual fund | Other securities | — | — | $4.6M | 6.3% | |
| Fidelity Contrafund Mutual fund | Mutual Funds | — | — | $4.4M | 6.1% | |
| Principal Life Time Hybrid 2050 Fund Mutual fund | Other securities | — | — | $4.2M | 5.8% | |
| Fidelity Government Money Market Interest-bearing cash | Mutual Funds | — | — | $3.6M | 4.9% | |
| Principal Life Time Hybrid 2060 Fund Mutual fund | Other securities | — | — | $3.4M | 4.7% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $3.1M | 4.4% | |
| Self-directed brokerage Various | Self-Directed Brokerage | — | — | $3.1M | 4.3% | |
| Principal Life Time Hybrid 2020 Fund Mutual fund | Other securities | — | — | $1.9M | 2.7% | |
| Fidelity Intl Index Mutual fund | Mutual Funds | — | — | $1.1M | 1.5% | |
| Fidelity Extd Mkt Index Mutual fund | Mutual Funds | — | — | $1.0M | 1.4% | |
| Putnam Large Cap Value Fund Mutual fund | Mutual Funds | — | — | $832K | 1.2% | |
| Fidelity Intm TR BD Index Mutual fund | Mutual Funds | — | — | $763K | 1.1% | |
| Principal Life Time Hybrid Income Fund Mutual fund | Other securities | — | — | $761K | 1.1% | |
| Principal Life Time Hybrid 2015 Fund Mutual fund | Other securities | — | — | $715K | 1.0% | |
| Neuberger Berman Mid Cap Growth Trust Mutual fund | Other securities | — | — | $699K | 1.0% | |
| Allspring Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $553K | 0.8% | |
| Metropolitan West Total Return Bond Fund Mutual fund | Other securities | — | — | $484K | 0.7% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $468K | 0.7% | |
| Janus Henderson Triton Fund Mutual fund | Mutual Funds | — | — | $462K | 0.6% | |
| Fidelity Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $438K | 0.6% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Mutual fund | Other securities | — | — | $339K | 0.5% | |
| Fidelity International Capital Appreciation Mutual fund | Mutual Funds | — | — | $298K | 0.4% | |
| Fidelity Real Estate Index Mutual fund | Mutual Funds | — | — | $189K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WIMMER CON |
| 26-0637928 |
| — |
| INVESTMENT ADVISOR |
| $32K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILBERN RAY AND COMPANY | 75-1793612 | — | ACCOUNTANT/AUDITOR | $84K | — |
