Leticia Owens signed IDEA Auto Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IDEA Auto Group, LLC's EIN is 92-1263510.
Download the official 2024 Form 5500 (PDF) for IDEA Auto Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IDEA Auto Group, LLC'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $697 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $579K | 8.8% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $538K | 8.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $515K | 7.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $483K | 7.4% | |
| SCHWAB INSTL LRG CAP GROWTH TR FD INSTL Collective Trust | Common Collective Trusts | — | — | $416K | 6.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $404K | 6.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $386K | 5.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $379K | 5.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $326K | 5.0% | |
| MFS MID CAP GROWTH R6 Registered Investment Company | Mutual Funds | — | — | $246K | 3.8% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $222K | 3.4% | |
| maturing through December 2029 0 | Other securities | — | — | $221K | 3.4% | |
| FIDELITY BALANCED FUND Registered Investment Company | Mutual Funds | — | — | $220K | 3.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered Investment Company | Mutual Funds | — | — | $209K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $203K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | Mutual Funds | — | — | $175K | 2.7% | |
| PIMCO DIVERSIFIED INC INSTL Registered Investment Company | Mutual Funds | — | — | $168K | 2.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $168K | 2.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $94K | 1.4% | |
| SCHWAB INSTL CORE PLUS FI TR FD III Collective Trust | Common Collective Trusts | — | — | $86K | 1.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $80K | 1.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $74K | 1.1% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE K Registered Investment Company | Common Stocks | — | — | $72K | 1.1% | |
| MFS RESEARCH R6 Registered Investment Company | Mutual Funds | — | — | $69K | 1.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2015 1 Collective Trust ** 69 * EI FIXED ACCOUNT - SERIES CLASS VI Guaranteed Investment Contract | Stable Value | — | — | $54K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | Mutual Funds | — | — | $49K | 0.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Registered Investment Company | Common Stocks | — | — | $46K | 0.7% | |
| FRANKLIN SMALL CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $31K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $15K | 0.2% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| MACQUARIE SMALL CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| FIDELITY MID CAP STOCK K6 Registered Investment Company | Mutual Funds | — | — | $8K | 0.1% | |
| BLACKROCK HEALTH SCIENCES OPPS INSTL Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $69 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
