Brian Gentile signed Cargroup Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cargroup Holdings, LLC's EIN is 80-0659216.
Download the official 2024 Form 5500 (PDF) for Cargroup Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cargroup Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Sm Cp Gr Idx -Admiral Mutual Fund | Common Collective Trusts | — | — | $1.5M | 17.0% | |
| Amerfunds 2050 Targ Dateret R6 Mutual Fund | Other securities | — | — | $1.1M | 11.9% | |
| Amerfunds 2045 Targ Dateret R6 Mutual Fund | Other securities | — | — | $777K | 8.8% | |
| Fid 500 Ind Mutual Fund | Mutual Funds | — | — | $637K | 7.2% | |
| Amerfunds 2060 Targ Dateret R6 Mutual Fund | Other securities | — | — | $536K | 6.0% | |
| Amerfunds 2035 Targ Dateret R6 Mutual Fund | Other securities | — | — | $498K | 5.6% | |
| Amerfunds 2040 Targ Dateret R6 Mutual Fund | Other securities | — | — | $480K | 5.4% | |
| Amerfunds 2030 Targ Dateret R6 Mutual Fund | Other securities | — | — | $403K | 4.6% | |
| Vang Equity Inc Adm Mutual Fund | Common Stocks | — | — | $374K | 4.2% | |
| American Funds 2055 Target R6 Mutual Fund | Mutual Funds | — | — | $333K | 3.8% | |
| Amf Growth Fund Of America R6 Mutual Fund | Other securities | — | — | $290K | 3.3% | |
| Notes receivable from participants Bearing interest at 4.50%-10.50% - | Bonds / Notes | — | — | $271K | 3.1% | |
| Vanguard Mid Cap Index - Adm Mutual Fund | Mutual Funds | — | — | $257K | 2.9% | |
| Amerfunds 2025 Targ Dateret R6 Mutual Fund | Other securities | — | — | $235K | 2.7% | |
| Vanguard Wellington Admin Mutual Fund | Mutual Funds | — | — | $156K | 1.8% | |
| Amerfunds 2020 Targ Dateret R6 Mutual Fund | Other securities | — | — | $153K | 1.7% | |
| Vanguard Sm Cap Val Index Adm Mutual Fund | Mutual Funds | — | — | $140K | 1.6% | |
| Vanguard Midcap Growth Idx Adm Mutual Fund | Common Collective Trusts | — | — | $122K | 1.4% | |
| T Rowe Price Sc Stk I Mutual Fund | Mutual Funds | — | — | $102K | 1.1% | |
| Vanguard Tot Intl Stk Ind Adm Mutual Fund | Mutual Funds | — | — | $95K | 1.1% | |
| Cohen & Steers Inst Realty Mutual Fund | Other securities | — | — | $86K | 1.0% | |
| American Fnds Fundament Inv R6 Mutual Fund | Other securities | — | — | $85K | 1.0% | |
| Vanguard Small Cap Index Admrl Mutual Fund | Mutual Funds | — | — | $46K | 0.5% | |
| Vanguard Federal MM Inv Mutual Fund | Mutual Funds | — | — | $46K | 0.5% | |
| Van Interm Term Treasury - Inv Mutual Fund | Other securities | — | — | $36K | 0.4% | |
| Fidelity Advisor Strat Inc Z Mutual Fund | Mutual Funds | — | — | $32K | 0.4% | |
| Amc Glob Gold Inv Mutual Fund | Other securities | — | — | $26K | 0.3% | |
| Amerfunds Amer Balanced - R6 Mutual Fund | Other securities | — | — | $25K | 0.3% | |
| Western Asset Core Plus Bd Is Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Pimco High Yield Instl Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Macquarie Syst Emmkts Eq R6 Mutual Fund | Other securities | — | — | $14K | 0.2% | |
| Amf American High Income - R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Dfa Inflation Prot Sec Inst Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
