Shannon Cloney signed Lithia Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lithia Motors, Inc.'s EIN is 93-0572810.
Download the official 2024 Form 5500 (PDF) for Lithia Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lithia Motors, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESCHUTES INVESTMENT CONSULTING, LL | 27-3525757 | — | CONSULTANT | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $112.2M | $109.3M | 10.7% | |
| JPMCB SMART RETIREMENT PASV 2050 A JP MORGAN CHASE BANK N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | $76.3M | $75.0M | 7.3% | |
| JPMCB SMART RETIREMENT PASV 2045 A JP MORGAN CHASE BANK N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | $75.0M | $73.8M | 7.2% | |
| JPMCB SMART RETIREMENT PASV 2060 A JP MORGAN CHASE BANK N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | $74.7M | $73.4M | 7.2% | |
| JPMCB SMART RETIREMENT PASV 2055 A JP MORGAN CHASE BANK N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | $71.0M | $69.8M | 6.8% | |
| JPMCB SMART RETIREMENT PASV 2030 A JP MORGAN CHASE BANK N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | $68.4M | $67.7M | 6.6% | |
| JPMCB SMART RETIREMENT PASV 2040 A JP MORGAN CHASE BANK N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | $68.4M | $67.4M | 6.6% | |
| JPMCB SMART RETIREMENT PASV 2035 A JP MORGAN CHASE BANK N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | $66.6M | $65.8M | 6.4% | |
| FIDELITY LARGE CAP GRTH INDX MUTUAL FUNDS | Mutual Funds | — | $37.6M | $59.3M | 5.8% | |
| JPMCB SMART RETIREMENT PASV 2025 A JP MORGAN CHASE BANK N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | $43.5M | $43.2M | 4.2% | |
| AMERICAN BALANCED FUND CL R6 MUTUAL FUNDS | Other securities | — | $39.0M | $41.2M | 4.0% | |
| LOAN FUND LOANS | Other securities | — | $38.0M | $38.0M | 3.7% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | Mutual Funds | — | $37.5M | $37.3M | 3.6% | |
| LITHIA MOTORS INC CL A COMMON STOCK | Common Stocks | — | $15.6M | $37.0M | 3.6% | |
| STABLE VALUE FUND CL R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $25.7M | $27.3M | 2.7% | |
| STATE STREET RUSSELL SMALL/MID CAP STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | $13.8M | $20.2M | 2.0% | |
| JOHN HANCOCK DISCIPLINED R6 MUTUAL FUNDS | Other securities | — | $15.5M | $16.2M | 1.6% | |
| JPMCB SMART RETIREMENT PASV 2020 A JP MORGAN CHASE BANK N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | $16.1M | $15.9M | 1.6% | |
| DFA US VECTOR EQTY PRTL INSTL MUTUAL FUNDS | Mutual Funds | — | $13.3M | $15.4M | 1.5% | |
| JPMCB SMART RETIREMENT PASV CF A JP MORGAN CHASE BANK N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | $15.3M | $15.2M | 1.5% | |
| FIDELITY MID CP GROWTH INDX FD MUTUAL FUNDS | Mutual Funds | — | $11.1M | $13.5M | 1.3% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $9.7M | $9.7M | 0.9% | |
| FIDELITY SMALL CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $9.3M | $9.1M | 0.9% | |
| PIMCO INCOME FUND INSTL CL MUTUAL FUNDS | Mutual Funds | — | $7.8M | $7.8M | 0.8% | |
| VANGUARD EMERGING MKTS INSTL MUTUAL FUNDS | Mutual Funds | — | $5.7M | $6.2M | 0.6% | |
| COLUMBIA SMALL CP VL FD INSTL3 MUTUAL FUNDS | Other securities | — | $5.2M | $4.5M | 0.4% | |
| JPMCB SMART RETIREMENT PASV 2065 A JP MORGAN CHASE BANK N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | $3.3M | $3.3M | 0.3% | |
| JANUS HENDERSON FLEXIBLE BD N MUTUAL FUNDS | Mutual Funds | — | $2.6M | $2.3M | 0.2% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $257K | $257K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $94K | $94K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $35K | $35K | <0.1% | |
| BLACKROCK MSCI ACWI EX US INDEX NON BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET US BOND INDEX NL SERIE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS LLP | 82-1030164 | — | ACCOUNTANT | $25K | — |
