David Evans signed Boardwalk Auto Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boardwalk Auto Center, Inc.'s EIN is 94-2638147.
Download the official 2024 Form 5500 (PDF) for Boardwalk Auto Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boardwalk Auto Center, Inc.'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 | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $811 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
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 Mutual fund | Common Collective Trusts | — | — | $2.9M | 32.9% | |
| EI Fixed Account - Series Class I Investment contract | Other securities | — | — | $1.8M | 20.5% | |
| Putnam Large Cap Growth Y Mutual fund | Mutual Funds | — | — | $1.7M | 18.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $725K | 8.2% | |
| American Funds New Perspective R6 Mutual fund | Mutual Funds | — | — | $433K | 4.9% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $235K | 2.6% | |
| American Century Global Real Estate R6 Mutual fund | Other securities | — | — | $231K | 2.6% | |
| Pgim High-Yield R6 Mutual fund | Other securities | — | — | $154K | 1.7% | |
| Participant loans 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $124K | 1.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $111K | 1.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $107K | 1.2% | |
| American Funds Bond Fund Of Amer R6 Mutual fund | Mutual Funds | — | — | $79K | 0.9% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $76K | 0.9% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $69K | 0.8% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $60K | 0.7% | |
| T.Rowe Price Overseas Stock I Mutual fund | Other securities | — | — | $23K | 0.3% | |
| Fidelity Us Bond Index Mutual fund | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $15K | 0.2% | |
| Janus Henderson Mid Cap Value N Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2K | <0.1% | |
| Alger Small Cap Focus Y Mutual fund | Other securities | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
| — |
| NEWYORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
| MORGAN STANLEY INSURANCE SERVICES | — | NEWYORK, NY | BROKER/ADVISER | $0 | — |
