Sandy Garcia signed Keller Motors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keller Motors' EIN is 94-2901951.
Download the official 2024 Form 5500 (PDF) for Keller Motors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Motors' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | — | FRESNO, CA |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.1M | 24.4% | |
| BLACKROCK GLOBAL ALLOCATION R | Registered Investment Companies | — | — | $910K | 20.5% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $603K | 13.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $501K | 11.3% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $210K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $169K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $150K | 3.4% | |
| PGIM JENNISON MID-CAP GROWTH R | Registered Investment Companies | — | — | $110K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $110K | 2.5% | |
| PUTNAM SMALL CAP GROWTH - R | Registered Investment Companies | — | — | $94K | 2.1% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $94K | 2.1% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $94K | 2.1% | |
| INVESCO DEVELOP MARKETS R | Registered Investment Companies | — | — | $84K | 1.9% | |
| FRANKLIN RISING DIVIDENDS - R | Registered Investment Companies | — | — | $83K | 1.9% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $74K | 1.7% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $35K | 0.8% | |
| HARTFORD INTL OPP R3 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
