Shirley Horner signed Continental Volkswagon LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Continental Volkswagon LLC's EIN is 85-0136821.
Download the official 2024 Form 5500 (PDF) for Continental Volkswagon LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Continental Volkswagon LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $179K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAKEFIELD ASSET MANAGEMENT LLLP | 20-8251802 | — | INVESTMENT/FINANCIAL ADVI | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $5.8M | 21.8% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $5.0M | 18.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $3.5M | 13.3% | |
| COL LARGE CAP ENHANCED CORE I3 | Registered Investment Companies | — | — | $2.0M | 7.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 5.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $630K | 2.4% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $596K | 2.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $583K | 2.2% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $557K | 2.1% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $356K | 1.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $328K | 1.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $324K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $323K | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $307K | 1.2% | |
| T ROWE PRICE SC STK I | Registered Investment Companies | — | — | $292K | 1.1% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $272K | 1.0% | |
| DWS ENHANCED COMMODITY ST | Registered Investment Companies | — | — | $260K | 1.0% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $227K | 0.9% | |
| TRP NEW HORIZONS - I | Registered Investment Companies | — | — | $223K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $214K | 0.8% | |
| PUTNAM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $200K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $190K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $172K | 0.6% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $163K | 0.6% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $154K | 0.6% | |
| VIC PIO SELECT MC GROWTH R6 | Registered Investment Companies | — | — | $138K | 0.5% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $110K | 0.4% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $60K | 0.2% | |
| T ROWE PRICE SHORT TERM BOND I | Registered Investment Companies | — | — | $57K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $130 | — |
