Daniel Thompson signed Sutherlin Automotive Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutherlin Automotive Group, LLC's EIN is 88-2751945.
Download the official 2024 Form 5500 (PDF) for Sutherlin Automotive Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sutherlin Automotive Group, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $14K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $873K | 23.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $620K | 16.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $524K | 13.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $445K | 11.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $413K | 10.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $265K | 7.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $175K | 4.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $172K | 4.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $89K | 2.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $49K | 1.3% | |
| Vanguard Money Market | Mutual Funds | — | — | $47K | 1.2% | |
| Vanguard Target Retirement 2070 175 Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $20K | 0.5% | |
| Dimensional Fund Advisors DFA Short-term Extended Quality I 188 Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $19K | 0.5% | |
| Vanguard Growth Index - Admiral | Mutual Funds | — | — | $18K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $17K | 0.4% | |
| Dimensional Fund Advisors DFA International Small Cap Value I | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $9K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity 2 I | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Intrm Term Treas Index Adm Shrs 312 Vanguard Short-term Inflation-Protected Sec Idx Adm 125 Vanguard Small Cap Index Adm | Common Collective Trusts | — | — | $4K | 0.1% | |
| EMPOWER TRUST DRIVE BAL FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BUCKINGHAMRETIREMENT SOLUTIONS |
| — |
| ST. LOUIS, MO |
| ADVISOR |
| $11K |
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | AUDITOR | $30K | — |
