Freddie Jacobs Jr. signed Haselwood Courter Enterprises DBA Honda Auto Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haselwood Courter Enterprises DBA Honda Auto Center's EIN is 91-1088631.
Download the official 2024 Form 5500 (PDF) for Haselwood Courter Enterprises DBA Honda Auto Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haselwood Courter Enterprises DBA Honda 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWEENEY CONRAD P S | — | BELLEVUE, WA | AUDITOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BAL FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $8.7M | 68.7% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $582K | 4.6% | |
| T Rowe Price Retirement Blend 2030 Fund Mutual fund | Mutual Funds | — | — | $471K | 3.7% | |
| T Rowe Price Retirement Blend 2040 Fund Mutual fund | Mutual Funds | — | — | $336K | 2.7% | |
| Northern Trust Collective S&P 400 Index Fund Mutual fund | Common Collective Trusts | — | — | $224K | 1.8% | |
| T Rowe Price Retirement Blend 2055 Fund Mutual fund | Mutual Funds | — | — | $205K | 1.6% | |
| T Rowe Price Retirement Blend 2035 Fund Mutual fund | Mutual Funds | — | — | $201K | 1.6% | |
| MassMutual Select Mid Cap Growth Equality II Fund Mutual fund | Other securities | — | — | $184K | 1.5% | |
| Northern Trust Collective Russell 2000 Index Fund Mutual fund | Common Collective Trusts | — | — | $156K | 1.2% | |
| Principal Small Cap Growth Fund Mutual fund | Other securities | — | — | $133K | 1.1% | |
| Notes receivable from participants Mature through 2029, with interest at 4.25% - 9.5% | Bonds / Notes | — | — | $95K | 0.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $96K | $95K | 0.8% | |
| T Rowe Price Retirement Blend 2025 Fund Mutual fund | Mutual Funds | — | — | $60K | 0.5% | |
| T Rowe Price Retirement Blend 2060 Fund Mutual fund | Mutual Funds | — | — | $36K | 0.3% | |
| T Rowe Price Retirement Blend 2065 Fund Mutual fund | Mutual Funds | — | — | $18K | 0.1% | |
| Northern Trust Collective All Country World Index Fund Mutual fund | Common Collective Trusts | — | — | $18K | 0.1% | |
| MFS Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $14K | 0.1% | |
| T Rowe Price Retirement Blend 2050 Fund Mutual fund | Mutual Funds | — | — | $12K | <0.1% | |
| T Rowe Price Retirement Blend 2020 Fund Mutual fund | Mutual Funds | — | — | $12K | <0.1% | |
| T Rowe Price Retirement Blend 2045 Fund Mutual fund | Mutual Funds | — | — | $9K | <0.1% | |
| Allspring Special Small Cap Value Fund Mutual fund | Other securities | — | — | $7K | <0.1% | |
| State Street Real Asset Fund Mutual fund | Other securities | — | — | $6K | <0.1% | |
| American Funds Euro Pacific Fund Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Total Bond Fund Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| North Trust Collective Aggregate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| T Rowe Price Retirement Blend 2015 Fund Mutual fund | 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.
