Original filing (PDF)20251014085236NAL0002351377001

VILLAGE SUBARU

Name: VILLAGE SUBARU — VILLAGE SUBARU 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VILLAGE SUBARU

Form 5500

FILING_RECEIVED

VILLAGE SUBARU 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

6 service providers

Active participants

337

Accounts w/ balance

392

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VILLAGE SUBARU.

Plan sponsor

Name

VILLAGE SUBARU

EIN

01-0322459

Address

P.O. BOX 1386 · BANGOR, ME · 044021386

Phone

(207) 942-7364

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

2025-10-14

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	—	CHARLOTTE, NC

Investments

26 direct securities· $28.7M(98% of reported assets)

Other securities

$27.7M

24 holdings

Bonds / Notes

$632K

1 holding

Common Stock

$369K

1 holding

					% of plan
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$5.2M	17.6%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$4.8M	16.6%
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$4.1M	14.1%
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$3.8M	13.0%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$2.4M	8.2%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$2.0M	6.9%
Guaranteed Interest Fund Fixed Annuities	Other securities	—	—	$1.3M	4.3%
American Funds 2020 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.1M	3.7%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$665K	2.3%
Participant Loans Interest between 4.25% and 9.50%	Bonds / Notes	—	—	$632K	2.2%
American Funds 2060 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$582K	2.0%
Vanguard 500 Index Admiral Mutual Fund	Other securities	—	—	$489K	1.7%
Metropolitan Life Insurance Co Insurance Contracts	Common Stock	—	—	$369K	1.3%
American Funds Growth Fund of Amer R6 Mutual Fund	Other securities	—	—	$315K	1.1%
Fidelity Advisor Total Bond Z Mutual Fund	Other securities	—	—	$243K	0.8%
Vanguard Developed Markets Index Admiral Mutual Fund	Other securities	—	—	$162K	0.6%
American Funds 2065 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$99K	0.3%
DWS Reef Real Estate Securities R6 Mutual Fund	Other securities	—	—	$72K	0.2%
Vanguard Small Cap Index ADM Mutual Fund	Other securities	—	—	$70K	0.2%
Vanguard Mid-Cap Val Index Admiral Mutual Fund	Other securities	—	—	$68K	0.2%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$65K	0.2%
@l (b) Identity of issue including interest rate value American Funds 2015 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$49K	0.2%
American Funds Washington Mutual Fund R6 Mutual Fund	Other securities	—	—	$40K	0.1%
American Funds New World R6 Mutual Fund	Other securities	—	—	$30K	0.1%
American Funds Capital Wrld G/1 R6 Mutual Fund	Other securities	—	—	$24K	<0.1%
American Funds Income Fund of America R6 Mutual Fund	Other securities	—	—	$9K	<0.1%

1–26 of 26

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$25.2M Vanguard$789K MetLife$369K Fidelity$243K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
DOWNEAST PENSION SERVICES, INC.	01-0472857	NEW GLOUCESTER, ME	CONTRACT ADMINISTRATOR	$13K	—
NBT BANK NA DBA TPA EXPERTS	—	NEW GLOUCESTER, ME	CONTRACT ADMIN	$10K	—