Rebecca Lombardo signed Don Sanderson Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Don Sanderson Ford, Inc.'s EIN is 86-0123699.
Download the official 2024 Form 5500 (PDF) for Don Sanderson Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Don Sanderson Ford, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $36K | — |
| ALERA INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2.7M | 13.1% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2.0M | 9.8% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.6M | 7.6% | |
| FID GOVT MMKT K6 Money Market N/A | Mutual Funds | — | — | $1.4M | 6.9% | |
| FID FDM IDX 2030 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 6.2% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 6.1% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 5.8% | |
| FID FDM IDX 2055 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 5.7% | |
| FID US BOND IDX Mutual Fund N/A 14 * FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $833K | 4.0% | |
| FID FDM IDX 2020 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $829K | 4.0% | |
| FID CONTRAFUND K6 Mutual Fund N/A | Mutual Funds | — | — | $770K | 3.7% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $637K | 3.1% | |
| MFS MID CAP VALUE R6 Mutual Fund N/A | Mutual Funds | — | — | $503K | 2.4% | |
| Maturing 2025-2030 at interest * Notes Receivable from Participants rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $481K | 2.3% | |
| BAIRD CORE PLUS INV Mutual Fund N/A | Other securities | — | — | $455K | 2.2% | |
| JPM LG CAP GROWTH R6 Mutual Fund N/A | Other securities | — | — | $433K | 2.1% | |
| FID TOTAL BOND K6 Mutual Fund N/A | Mutual Funds | — | — | $382K | 1.8% | |
| FID FDM IDX 2065 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $347K | 1.7% | |
| FID GLB EX US IDX Mutual Fund N/A | Common Collective Trusts | — | — | $313K | 1.5% | |
| FID FDM IDX 2010 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $282K | 1.4% | |
| MFS MID CAP GRTH R6 Mutual Fund N/A | Mutual Funds | — | — | $238K | 1.1% | |
| MIP CLASS 1 Common Collective Fund N/A | Common Collective Trusts | — | — | $211K | 1.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $198K | 1.0% | |
| LOOMIS SM CP GRTH R Mutual Fund N/A | Other securities | — | — | $195K | 0.9% | |
| COLUMBIA DIV INC A Mutual Fund N/A | Common Stocks | — | — | $168K | 0.8% | |
| FID PURITAN K6 Mutual Fund N/A | Mutual Funds | — | — | $165K | 0.8% | |
| AS EMRG MKTS EQ ADM Mutual Fund N/A | Other securities | — | — | $164K | 0.8% | |
| DFA REAL EST SEC I Mutual Fund N/A | Mutual Funds | — | — | $137K | 0.7% | |
| FID SMALL CAP VALUE Mutual Fund N/A | Mutual Funds | — | — | $128K | 0.6% | |
| FID EXTD MKT IDX Mutual Fund N/A | Common Collective Trusts | — | — | $96K | 0.5% | |
| FID BALANCED K6 Mutual Fund N/A | Mutual Funds | — | — | $93K | 0.4% | |
| FID INTL CAP APPR K6 Mutual Fund N/A | Mutual Funds | — | — | $85K | 0.4% | |
| FID LOW PRICED ST K6 Mutual Fund N/A | Mutual Funds | — | — | $75K | 0.4% | |
| FID FDM IDX 2015 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $57K | 0.3% | |
| FID FDM IDX INC IPR Mutual Fund N/A 248 * FID FDM IDX 2070 IRP Mutual Fund N/A | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1301701 |
| — |
| ADVISOR |
| $13K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
