Original filing (PDF)20251002143402NAL0000368915003

GOODWIN'S CHEVROLET COMPANY

Name: GOODWIN'S CHEVROLET COMPANY — GOODWIN'S CHEVROLET COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GOODWIN'S CHEVROLET COMPANY

Form 5500

FILING_RECEIVED

GOODWIN'S CHEVROLET COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

168

Accounts w/ balance

214

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

49 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODWIN'S CHEVROLET COMPANY.

Plan sponsor

Name

GOODWIN'S CHEVROLET COMPANY

EIN

01-0270455

Address

195 PLEASANT STREET · PO BOX 160 · BRUNSWICK, ME · 04011

Phone

(207) 729-1611

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.	13-2638166	—	RIA	$32K	—

Investments

2 direct securities · 49 pooled funds· $13.0M(99% of reported assets)

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.

Pooled Separate Account

$12.8M

49 holdings

Cash / Money Market

$140K

1 holding

Other securities

$2K

1 holding

					% of plan
JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$2.9M	22.5%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$2.9M	21.8%
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$1.4M	10.7%
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$989K	7.6%
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$550K	4.2%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$467K	3.6%
JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$452K	3.5%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$451K	3.4%
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$386K	3.0%
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$266K	2.0%
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$248K	1.9%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$234K	1.8%
VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$233K	1.8%
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$209K	1.6%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$200K	1.5%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$142K	1.1%
w (b) identity of issue including interest rate value Other Investments Non-Interest Bearing Cash 614 * Participant Loans Interest at 4.25% to 9.5%	Cash / Money Market	—	—	$140K	1.1%
DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$110K	0.8%
VANGUARD ST INVESTMENT-GRADE JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$92K	0.7%
JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$86K	0.7%
VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$83K	0.6%
JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$81K	0.6%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$79K	0.6%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$75K	0.6%
AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$68K	0.5%
VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$27K	0.2%
BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$24K	0.2%
JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$21K	0.2%
JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$6K	<0.1%
BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$6K	<0.1%
VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$4K	<0.1%
VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$3K	<0.1%
INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$3K	<0.1%
Vanguard Total Intl Stock ldx Pooled Separate Account 596 Euro Pacific Growth Pooled Separate Account	Other securities	—	—	$2K	<0.1%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$2K	<0.1%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$2K	<0.1%
REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$1K	<0.1%
BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$1K	<0.1%
MID VALUE FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$946	<0.1%
BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$943	<0.1%
BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$939	<0.1%
BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$935	<0.1%
STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$926	<0.1%
AMERICAN FUNDS BOND FUND OF AM JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$916	<0.1%
AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$915	<0.1%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$694	<0.1%
DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$636	<0.1%
VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$619	<0.1%
ALLSPRING GOVERNMENT SECURITIE JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$610	<0.1%
PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0270455 / PN 001	Pooled Separate Account	—	—	$609	<0.1%