Robert Christensen signed Anthony Wade, Inc. DBA Stephen Wade Auto Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anthony Wade, Inc. DBA Stephen Wade Auto Center's EIN is 87-0393205.
Download the official 2024 Form 5500 (PDF) for Anthony Wade, Inc. DBA Stephen Wade Auto Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anthony Wade, Inc. DBA Stephen Wade Auto Center'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | ADVISOR | $86K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA TD 2035 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $3.3M | 15.4% | |
| SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $3.2M | 14.8% | |
| SIA TD 2045 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $2.8M | 13.3% | |
| SIA TD 2030 2 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.7% | |
| SIA TD 2050 2 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $2.0M | 9.4% | |
| SIA TD 2020 2 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.3% | |
| SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.9% | |
| SIA TD 2055 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.8% | |
| SIA TD 2025 2 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $586K | 2.7% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $492K | 2.3% | |
| through October 2029. -0- | Other securities | — | — | $416K | 1.9% | |
| Fidelity Management Trust Co. Fidelity 500 Index Fund | Common Collective Trusts | — | — | $182K | 0.8% | |
| Fidelity Management Trust Co. Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $78K | 0.4% | |
| Janus International Holding, LLC Fidelity Diversified International | Mutual Funds | — | — | $61K | 0.3% | |
| Dimensional Fund Advisors Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $59K | 0.3% | |
| Fidelity Management Trust Co. Artisan Mid Cap Fund Investor Class | Mutual Funds | — | — | $32K | 0.1% | |
| Artisan Funds, Inc. DFA Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $11K | <0.1% | |
| Oakmark Metropolitan West Total Return Bond Fund Class M | Other securities | — | — | $10K | <0.1% | |
| Oakmark Wasatch Small Cap Value Fund Institutional Class | Other securities | — | — | $6K | <0.1% | |
| MetWestFunds Oakmark Fund Investor Class | Other securities | — | — | $5K | <0.1% | |
| Wasatch Global Investors Oakmark International Fund Investor Class | Other securities | — | — | $2K | <0.1% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R4 | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $27K | — |
