David Wotman signed Parts Authority LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parts Authority LLC's EIN is 81-2962479.
Download the official 2024 Form 5500 (PDF) for Parts Authority LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parts Authority 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 | $330K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $7.4M | 9.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $5.8M | 7.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $5.7M | 7.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $5.3M | 6.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.3M | 6.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $4.5M | 5.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4.2M | 5.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 3.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.7M | 3.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $2.7M | 3.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2.7M | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 3.4% | |
| BARON DURABLE ADVANTAGE R6 | Registered Investment Companies | — | — | $2.6M | 3.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.0M | 2.6% | |
| BARON FOCUSED GROWTH FUND - R6 | Registered Investment Companies | — | — | $2.0M | 2.6% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $2.0M | 2.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 2.4% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $1.6M | 2.1% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $1.3M | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $1.0M | 1.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $756K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $724K | 0.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $693K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $502K | 0.6% | |
| M&N HIGH YLD BOND I | Registered Investment Companies | — | — | $467K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $429K | 0.6% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $428K | 0.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $392K | 0.5% | |
| ALS REAL RETURN R6 | Registered Investment Companies | — | — | $362K | 0.5% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $342K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $331K | 0.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $300K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $45K |
| — |
