BUD Clary Chevrolet, Inc.'s EIN is 91-0699054.
Download the official 2024 Form 5500 (PDF) for BUD Clary Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BUD Clary Chevrolet, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERSON & ANDERSON ADVISORY LLC | 20-2047444 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.5M | 15.9% | |
| T ROWE RET BLEND SLCT TR 2040 CL 5 T ROWE PRICE · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.9M | 11.7% | |
| T ROWE RET BLEND SLCT TR 2035 CL 5 T ROWE PRICE · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.4M | 8.6% | |
| T ROWE RET BLEND SLCT TR 2050 CL 5 T ROWE PRICE · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.3M | 8.4% | |
| T ROWE RET BLEND SLCT TR 2045 CL 5 T ROWE PRICE · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.3M | 8.2% | |
| T ROWE RET BLEND SLCT TR 2025 CL 5 T ROWE PRICE · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| T ROWE RET BLEND SLCT TR 2030 CL 5 T ROWE PRICE · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER · EIN 84-1455663 / PN 111 | Common Collective Trust | — | — | $988K | 6.2% | |
| T ROWE RET BLEND SLCT TR 2060 CL 5 T ROWE PRICE · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $977K | 6.1% | |
| T ROWE RET BLEND SLCT TR 2055 CL 5 T ROWE PRICE · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $730K | 4.6% | |
| NT COL R1000 GRO IDX FD DC NL 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 109 | Common Collective Trust | — | — | $522K | 3.3% | |
| NT COL R1000 VAL IDX FD DC NL 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 108 | Common Collective Trust | — | — | $466K | 2.9% | |
| NT COL SANDP 400 IDX FD DC NL 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $415K | 2.6% | |
| T ROWE RET BLEND SLCT TR 2065 CL 5 T ROWE PRICE · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $222K | 1.4% | |
| T ROWE RET BLEND SLCT TR 2020 CL 5 T ROWE PRICE · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $188K | 1.2% | |
| T ROWE RET BLEND SLCT TR 2015 CL 5 T ROWE PRICE · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $116K | 0.7% | |
| PRINCIPAL SMALLCAP GROWTH I R6 Mutual Fund | Other securities | — | — | $112K | 0.7% | |
| FIDELITY TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $84K | 0.5% | |
| MASSMUTUAL MID CAP GROWTH I Mutual Fund | Other securities | — | — | $67K | 0.4% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $67K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | Mutual Funds | — | — | $52K | 0.3% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $29K | 0.2% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER · EIN 84-1455663 / PN 110 | Common Collective Trust | — | — | $26K | 0.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| VICTORY TRIVALENT INTERNATIONAL SM-CP I Mutual Fund | Other securities | — | — | $24K | 0.1% | |
| WILMINGTON TRUST CIT MFS MID CAP VF WILMINGTON TRUST NA · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $18K | 0.1% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST COLLECTIVE · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $18K | 0.1% | |
| STATE ST REAL ASSET NONLENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NVESTMENT ADVISOR |
| $37K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | 91-1072394 | — | TPA | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEFFEN MESHER | 93-1042710 | — | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOC | — | MCLEAN, VA | OTHER | $6K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | OTHER | $3K | — |
| NORTHEAST RETIREMENT SERVICES | — | WOBURN, MA | OTHER | $2K | — |
