Veronica Bunning signed Circle Automotive Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circle Automotive Group, Inc.'s EIN is 95-4716497.
Download the official 2024 Form 5500 (PDF) for Circle Automotive Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circle Automotive Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JASON A PRATTES FINANCIAL INC. | 45-2991720 | — |
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 RETIREMENT 2025-R | Registered Investment Companies | — | — | $1.3M | 24.1% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $864K | 16.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $791K | 14.9% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $501K | 9.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $406K | 7.6% | |
| COL SELIGMAN TECH AND INFO R | Registered Investment Companies | — | — | $147K | 2.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $109K | 2.1% | |
| BLACKROCK EQUITY DIVIDEND - R | Registered Investment Companies | — | — | $102K | 1.9% | |
| FRANKLIN GROWTH ALLOCATION R | Registered Investment Companies | — | — | $91K | 1.7% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $90K | 1.7% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $86K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $85K | 1.6% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $74K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $72K | 1.4% | |
| INVESCO GOLD SP MIN R | Registered Investment Companies | — | — | $70K | 1.3% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $56K | 1.1% | |
| VICTORY SMALL CO OPPORTUNITY R | Registered Investment Companies | — | — | $51K | 0.9% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $47K | 0.9% | |
| PIMCO REAL RETURN - CLASS R | Registered Investment Companies | — | — | $44K | 0.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $43K | 0.8% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $43K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $43K | 0.8% | |
| JANUS HENDERSON BALANCED - R | Registered Investment Companies | — | — | $28K | 0.5% | |
| NEUBERGER BERMAN REAL EST R3 | Registered Investment Companies | — | — | $28K | 0.5% | |
| AMCENT FOC GLOB GRTH - R | Registered Investment Companies | — | — | $20K | 0.4% | |
| INVESCO DEVELOP MARKETS R | Registered Investment Companies | — | — | $16K | 0.3% | |
| PGIM JENN NATURAL RESOURCES R | Registered Investment Companies | — | — | $8K | 0.1% | |
| PGIM JENNISON MID-CAP GROWTH R | Registered Investment Companies | — | — | $5K | 0.1% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $3K | <0.1% | |
| FRANKLIN INCOME FUND - R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| PUTNAM SMALL CAP GROWTH - R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $26K |
| — |
