Stacy Higgins signed Advanced Vehicle Assemblies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Vehicle Assemblies LLC's EIN is 86-2730587.
Download the official 2024 Form 5500 (PDF) for Advanced Vehicle Assemblies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Vehicle Assemblies LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & CO INC | 38-2117812 | — | ADVISOR | $32K | — |
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.
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 |
|---|---|---|---|---|---|
| YEO & YEO PC | 38-2706146 | — | ACCOUNTANT/AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price TRP Retirement 2030 | Other securities | — | — | $3.1M | 17.5% | |
| Fidelity FID Contrafund K6 | Mutual Funds | — | — | $2.1M | 11.9% | |
| T. Rowe Price TRP Retirement 2040 | Other securities | — | — | $1.0M | 5.9% | |
| T. Rowe Price TRP Retirement 2035 | Other securities | — | — | $1.0M | 5.7% | |
| T. Rowe Price TRP Retirement 2045 | Other securities | — | — | $875K | 4.9% | |
| T. Rowe Price TRP Retirement 2055 | Other securities | — | — | $865K | 4.8% | |
| T. Rowe Price TRP Retirement 2050 | Other securities | — | — | $833K | 4.7% | |
| T. Rowe Price TRP Retirement 2025 | Other securities | — | — | $718K | 4.0% | |
| Eagle Asset Management Crln E Mid Cap Gr R6 | Other securities | — | — | $708K | 4.0% | |
| T. Rowe Price TRP Mid Cap Value | Other securities | — | — | $624K | 3.5% | |
| Victory Capital Victory S Sm Co Op I | Common Stocks | — | — | $611K | 3.4% | |
| American Funds AF Europac Growth R5 | Mutual Funds | — | — | $611K | 3.4% | |
| American Funds AF Wash Mutual R5 | Mutual Funds | — | — | $611K | 3.4% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $542K | 3.0% | |
| T. Rowe Price TRP Retirement 2020 | Other securities | — | — | $508K | 2.8% | |
| New York Life Insurance Company NYL Anchor Account | Pooled Separate Accounts | — | — | $499K | 2.8% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $499K | 2.8% | |
| T. Rowe Price TRP Intl Discovery | Other securities | — | — | $334K | 1.9% | |
| American Funds AF Balanced R5 | Mutual Funds | — | — | $333K | 1.9% | |
| Fidelity FID Mid Cap Idx | Common Collective Trusts | — | — | $291K | 1.6% | |
| Franklin Templeton Investments Putnam Sm Cap Gr R6 | Mutual Funds | — | — | $269K | 1.5% | |
| T. Rowe Price TRP Retirement 2060 | Other securities | — | — | $226K | 1.3% | |
| PIMCO Income Inst | Mutual Funds | — | — | $224K | 1.3% | |
| PIMCO PIM Total Rt Inst | Mutual Funds | — | — | $173K | 1.0% | |
| Participant loans Interest rates range from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $163K | 0.9% | |
| Columbia Threadneedle Investments Col Overseas Val I3 | Other securities | — | — | $95K | 0.5% | |
| Lord Abbett & Co. Ld Abt Sh Drtn Inc I | Mutual Funds | — | — | $87K | 0.5% | |
| American Funds AF New Perspect R5 | Mutual Funds | — | — | $85K | 0.5% | |
| Vanguard Vang Gnma Adm | Agency / Mortgage-Backed | — | — | $72K | 0.4% | |
| Dodge & Cox Dodge & Cox Glb Bd I | Mutual Funds | — | — | $62K | 0.3% | |
| T. Rowe Price TRP Retirement 2010 | Other securities | — | — | $31K | 0.2% | |
| T. Rowe Price TRP Retirement 2005 | Other securities | — | — | $16K | <0.1% | |
| Fidelity Money market | Mutual Funds | — | — | $12K | <0.1% | |
| T. Rowe Price TRP Retire Bal | Other securities | — | — | $11K | <0.1% | |
| T. Rowe Price TRP Retirement 2015 | Other securities | — | — | $11K | <0.1% | |
| Fidelity FID Sm Cap Idx | Common Collective Trusts | — | — | $3K | <0.1% |
