Sarah McClelland signed US Motor Works, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Motor Works, LLC's EIN is 95-4538566.
Download the official 2024 Form 5500 (PDF) for US Motor Works, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Motor Works, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK SECURITIES INC. | 31-1509466 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.2M | 15.9% | |
| ALLSPRING DISC US CORE ADM | Registered Investment Companies | — | — | $1.4M | 10.6% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $1.1M | 8.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $956K | 7.0% | |
| ISHARES RUSSELL 1000 LRG CAP I | Registered Investment Companies | — | — | $751K | 5.5% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $684K | 5.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $636K | 4.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $633K | 4.6% | |
| METLIFE REL ST VAL 25053 - 35 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $632K | 4.6% | |
| PRI REAL EST SEC R5 | Registered Investment Companies | — | — | $611K | 4.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $570K | 4.2% | |
| PGIM EMG MKTS DBT HD CCY R6 | Registered Investment Companies | — | — | $469K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $401K | 2.9% | |
| GDS INTL EQUITY ESG R6 | Registered Investment Companies | — | — | $370K | 2.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $309K | 2.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $276K | 2.0% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $167K | 1.2% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $146K | 1.1% | |
| EATON VANCE GLBL MACRABS RTN I | Registered Investment Companies | — | — | $139K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $118K | 0.9% | |
| VAN MORTG BK SEC IDX ADM | Registered Investment Companies | — | — | $90K | 0.7% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $89K | 0.7% | |
| AMF MOD GI PORT R6 | Registered Investment Companies | — | — | $89K | 0.7% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $80K | 0.6% | |
| AMF CONS GRTH INC PORT R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $24K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $12K | <0.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | 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.
| $56K |
| — |
