Tom Vitale signed BBB Automotive, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBB Automotive, LLC's EIN is 85-2917092.
Download the official 2024 Form 5500 (PDF) for BBB Automotive, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBB Automotive, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY PLAN | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $175K | 12.5% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $172K | 12.2% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $144K | 10.3% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $135K | 9.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $119K | 8.5% | |
| Participant Loans Interest rates from $- | Participant loans | — | — | $55K | 3.9% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $54K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $53K | 3.8% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $52K | 3.7% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $51K | 3.6% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $50K | 3.5% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $45K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $42K | 3.0% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $37K | 2.6% | |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $33K | 2.4% | |
| Transamerica Stable Value Core Option Insurance Company | Stable Value | — | — | $33K | 2.4% | |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $32K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $30K | 2.1% | |
| HARTFORD TOTAL RETURN BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $22K | 1.6% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $21K | 1.5% | |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 032 | Pooled Separate Account | — | — | $16K | 1.1% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $13K | 0.9% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $9K | 0.6% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $9K | 0.6% | |
| VIRTUS NFJ MID-CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 095 | Pooled Separate Account | — | — | $5K | 0.4% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $404 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY PLAN |
| $353 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | FAIRFAX, VA | TPA | $16K | — |
