TARA Evans signed Brown Automotive Group, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown Automotive Group, LP's EIN is 75-1176457.
Download the official 2024 Form 5500 (PDF) for Brown Automotive Group, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown Automotive Group, LP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $1.2M | 16.1% | |
| SCHWAB INTERNATIONAL INDEX | Registered Investment Companies | — | — | $789K | 10.3% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $780K | 10.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $767K | 10.1% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $586K | 7.7% | |
| INVESCO GOVT MONEY MARKET Y | Registered Investment Companies | — | — | $580K | 7.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $577K | 7.6% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $361K | 4.7% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $355K | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $243K | 3.2% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $195K | 2.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $160K | 2.1% | |
| GOLDMAN SMALL CAP VALUE INSTL | Registered Investment Companies | — | — | $127K | 1.7% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $106K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $88K | 1.1% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $66K | 0.9% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $63K | 0.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $47K | 0.6% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $34K | 0.4% | |
| BAIRD SHORT TERM BOND INST | Registered Investment Companies | — | — | $28K | 0.4% | |
| TRP US TREAS INTERM IDX I | Registered Investment Companies | — | — | $27K | 0.3% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $26K | 0.3% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $22K | 0.3% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $21K | 0.3% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $10K | 0.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
