Holly Ventura signed Navigant Holdings, LLC DBA Navigant Motor Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navigant Holdings, LLC DBA Navigant Motor Group's EIN is 88-1688150.
Download the official 2024 Form 5500 (PDF) for Navigant Holdings, LLC DBA Navigant Motor Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navigant Holdings, LLC DBA Navigant Motor Group'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option, at contract value | Common Stocks | — | — | $353K | 16.3% | |
| Capital Research and Mgmt Co American Funds 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $233K | 10.7% | |
| BlackRock Advisors, LLC iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $226K | 10.4% | |
| Legg Mason Institutional Funds ClearBridge Large Cap Growth IS Fund | Other securities | — | — | $170K | 7.8% | |
| BlackRock Advisors, LLC iShares Russell Mid-Cap Index K Fund | Other securities | — | — | $104K | 4.8% | |
| BlackRock Advisors, LLC BlackRock Equity Dividend I Fund | Other securities | — | — | $88K | 4.1% | |
| BlackRock Advisors, LLC BlackRock High Yield Portfolio K Fund | Other securities | — | — | $83K | 3.8% | |
| BlackRock Advisors, LLC iShares US Aggregate Bond Index K Fund | Other securities | — | — | $83K | 3.8% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Mutual Funds | — | — | $76K | 3.5% | |
| American Century Inv. Mgmt. American Century Inflation Adjusted Bond R6 Fund | Other securities | — | — | $72K | 3.3% | |
| Metropolitan Management Metropolitan West Total Return Bond Plan Fund | Other securities | — | — | $72K | 3.3% | |
| Capital Research and Mgmt Co American Funds New World R6 Fund | Mutual Funds | — | — | $69K | 3.2% | |
| BlackRock Advisors, LLC iShares MSCI EAFE International Index K Fund | Other securities | — | — | $68K | 3.1% | |
| Oakmark Mutual Funds Oakmark International R6 Fund | Other securities | — | — | $67K | 3.1% | |
| Invesco Funds Group, Inc. Invesco EQV International Equity R6 Fund | Mutual Funds | — | — | $66K | 3.0% | |
| BlackRock Advisors, LLC iShares Russell 2000 Small-Cap Index K Fund | Common Collective Trusts | — | — | $63K | 2.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Mid-Cap Value Fund | Common Stocks | — | — | $55K | 2.5% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $49K | 2.2% | |
| Capital Research and Mgmt Co American Funds 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $44K | 2.0% | |
| BlackRock Advisors, LLC BlackRock Mid-Cap Growth Equity K Fund | Other securities | — | — | $42K | 1.9% | |
| Legg Mason Institutional Funds ClearBridge Small Cap Growth IS Fund | Other securities | — | — | $33K | 1.5% | |
| Capital Research and Mgmt Co American Funds 2060 Target Date Retirement R6 Fund 119 Capital Research and Mgmt Co American Funds 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $16K | 0.8% | |
| Capital Research and Mgmt Co American Funds 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $15K | 0.7% | |
| Capital Research and Mgmt Co American Funds 2020 Target Date Retirement R6 Fund | Mutual Funds | — | — | $11K | 0.5% | |
| Capital Research and Mgmt Co American Funds 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Capital Research and Mgmt Co American Funds 2050 Target Date Retirement R6 Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Cohen & Steers Capital Mgmt Cohen & Steers Real Estate Securities Institutional Fund | Other securities | — | — | $3K | 0.2% | |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RA/INTL LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AN/EMERGING MARKETS INDEX ACCT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CC/SMALL-MID CAP GROWTH ACCT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HC/INTERM TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AG/EQUITY GROW & INCOME ACCT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IC/2020 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ID/2025 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IE/2030 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IF/2035 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IG/2040 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IH/2045 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | — | — | $0 | <0.1% | |
| II/2050 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IJ/2055 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IK/2060 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IL/2065 TARGET RTRMT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NG/INTL LARGE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| OB/LARGE CAP BLEND ACCOUNT V SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| OC/EMERGING MARKETS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 127 | Pooled Separate Account | — | — | $0 | <0.1% | |
| P0/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
