Auto, LLLP DBA Autoinc's EIN is 75-1628221.
Download the official 2024 Form 5500 (PDF) for Auto, LLLP DBA Autoinc from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auto, LLLP DBA Autoinc'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 | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock 60/40 Target Allocation K | Other securities | — | — | $4.7M | 19.8% | |
| Blackrock 80/20 Target Allocation K | Other securities | — | — | $4.3M | 18.3% | |
| Federated Hermes Total Return Bond R6 15 Fidelity 500 Index | Common Collective Trusts | — | — | $3.3M | 14.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 6.9% | |
| Invesco Premier US Government Money Inst | Mutual Funds | — | — | $1.1M | 4.8% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $1.0M | 4.4% | |
| Notes Receivable from Participants 4.25% - 9.50% | Bonds / Notes | — | — | $821K | 3.5% | |
| Nuveen Large Cap Value Index R6 | Mutual Funds | — | — | $779K | 3.3% | |
| Goldman Sachs Sm Cap Val Insights Instl | Other securities | — | — | $748K | 3.2% | |
| Schwab International Index | Mutual Funds | — | — | $680K | 2.9% | |
| OR SIMILAR PARTY MATURITY VALUE Mutual Funds Blackrock 20/80 Target Allocation K | Other securities | — | — | $588K | 2.5% | |
| Blackrock 40/60 Target Allocation K | Other securities | — | — | $490K | 2.1% | |
| JPMorgan Growth Advantage R6 | Other securities | — | — | $488K | 2.1% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $484K | 2.1% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $281K | 1.2% | |
| Blackrock Core Bond K | Other securities | — | — | $280K | 1.2% | |
| T. Rowe Price U.S. Treasury Interm Index | Other securities | — | — | $236K | 1.0% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $234K | 1.0% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $231K | 1.0% | |
| Nuveen Small Cap Blend Index R6 | Mutual Funds | — | — | $211K | 0.9% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $172K | 0.7% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $152K | 0.6% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $91K | 0.4% | |
| Federated Hermes International Leader R6 | Other securities | — | — | $79K | 0.3% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $69K | 0.3% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $63K | 0.3% | |
| MFS Global Opportunistic Bond R6 | Mutual Funds | — | — | $49K | 0.2% | |
| Columbia Short Term Bond Inst | Other securities | — | — | $30K | 0.1% | |
| JPMorgan U.S. Value R6 | Other securities | — | — | $28K | 0.1% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $20K | <0.1% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AMARILLO NATIONAL BANK | — | AMARILLO, TX | INVESTMENT ADVISOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMIN | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY,LLC | — | MEDINA, OH | INVESTMENT MGMT | $400 | — |
