Tim Eldridge signed Courtesy Chevrolet's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Courtesy Chevrolet's EIN is 86-0123463.
Download the official 2024 Form 5500 (PDF) for Courtesy Chevrolet from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Courtesy Chevrolet'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS CORP | 41-1416330 | — | INVESTMENT ADVISOR | $47K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $19.5M | 99.4% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 10.9% | |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.0% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.3% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $878K | 4.5% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $845K | 4.3% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $836K | 4.3% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $791K | 4.0% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $763K | 3.9% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $245K | 1.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $244K | 1.2% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $165K | 0.8% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $158K | 0.8% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PLAN DESIGN, LLC | 20-3970947 | — | THIRD PARTY ADMINISTRATOR | $65K | — |
