Jennifer Armstrong signed Wheels Financial Group, LLC DBA Loanmart's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wheels Financial Group, LLC DBA Loanmart's EIN is 95-4863389.
Download the official 2024 Form 5500 (PDF) for Wheels Financial Group, LLC DBA Loanmart from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheels Financial Group, LLC DBA Loanmart'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $888 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS 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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 098 | Common Collective Trust | — | — | $821K | 15.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $671K | 12.5% | |
| Empower Trust Company LLC Jpmorgan Large Cap Growth R6 | Common Stocks | — | — | $638K | 11.9% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $520K | 9.7% | |
| Empower Trust Company LLC Vanguard Federal Money Market Inv | Mutual Funds | — | — | $376K | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $342K | 6.4% | |
| Empower Trust Company LLC Cash Account Including Forfeitures 40 *(1) Empower Trust Company LLC Notes Receivable From Participants | Cash / Money Market | — | — | $277K | 5.1% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $264K | 4.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $262K | 4.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $195K | 3.6% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $168K | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $149K | 2.8% | |
| Empower Trust Company LLC Pgim Total Return Bond R6 | Common Stocks | — | — | $127K | 2.4% | |
| Empower Trust Company LLC Carillon Eagle Mid Cap Growth R6 | Common Stocks | — | — | $79K | 1.5% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $77K | 1.4% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $65K | 1.2% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $55K | 1.0% | |
| Empower Trust Company LLC Pimco Income Instl | Mutual Funds | — | — | $45K | 0.8% | |
| Empower Trust Company LLC American Funds New World R6 | Mutual Funds | — | — | $42K | 0.8% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $41K | 0.8% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $34K | 0.6% | |
| Empower Trust Company LLC American Funds Europacific Gr R6 | Mutual Funds | — | — | $31K | 0.6% | |
| Empower Trust Company LLC Blackrock Russell 2000 Growth Index R | Common Collective Trusts | — | — | $27K | 0.5% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $25K | 0.5% | |
| Empower Trust Company LLC Principal Real Estate Securities Fd R-6 | Common Stocks | — | — | $19K | 0.4% | |
| Empower Trust Company LLC Mfs Mid Cap Value R6 | Mutual Funds | — | — | $17K | 0.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $15K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $23K |
| — |
