Robyn Jordan signed Drivetime Automotive Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Drivetime Automotive Group Inc.'s EIN is 86-0721358.
Download the official 2024 Form 5500 (PDF) for Drivetime Automotive Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Drivetime Automotive Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE VIEW ADVISORY GROUP LLC | 33-0818667 | — | CONSULTANT | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund | Common Collective Trusts | — | — | $25.4M | 15.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $24.1M | 14.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $18.8M | 11.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $16.3M | 10.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $13.4M | 8.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $9.5M | 5.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8.8M | 5.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $7.3M | 4.5% | |
| Fidelity® Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $7.1M | 4.4% | |
| Fidelity® Extended Market Index Fund | Common Collective Trusts | — | — | $5.2M | 3.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.4M | 2.7% | |
| Participants Participant Loans | Participant loans | — | — | $3.9M | 2.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $3.8M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.5M | 1.5% | |
| Vanguard Cash Reserves Federal Money Market Admiral | Mutual Funds | — | — | $2.1M | 1.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.0M | 1.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.6M | 1.0% | |
| Fidelity® International Index Fund | Common Collective Trusts | — | — | $1.3M | 0.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.0M | 0.6% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $728K | 0.5% | |
| Fidelity® Managed Income Portfolio Class II | Mutual Funds | — | — | $590K | 0.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $590K | 0.4% | |
| Fidelity® U.S. Bond Index Fund | Common Collective Trusts | — | — | $501K | 0.3% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $466K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $416K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Inst. | Mutual Funds | — | — | $371K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
