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Original filing (PDF)20250624093353NAL0006681201001
BEST CHEVROLET, INC.
Form 5500
FILING_RECEIVED
BEST CHEVROLET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
172
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST CHEVROLET, INC..
Plan sponsor
Name
BEST CHEVROLET, INC.
EIN
04-2225062
Address
128 DERBY ST. · HINGHAM, MA · 02043
Phone
(781) 749-1950
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $871 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | SERVICE PROVIDER | $39K | — |
Investments
28 direct securities· $7.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $1.2M | 16.7% | |
| American Funds 2045 Target Date Retirement Fund Class R6 " | — | — | — | $825K | 11.1% | |
| T. Rowe Price Growth Stock Fund I Class " | — | — | — | $723K | 9.7% | |
| American Funds 2025 Target Date Retirement Fund Class R6 " | — | — | — | $674K | 9.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 " | — | — | — | $580K | 7.8% | |
| American Funds 2055 Target Date Retirement Fund Class R6 " | — | — | — | $448K | 6.0% | |
| American Funds Fundamental Investors Class R6 " | — | — | — | $419K | 5.6% | |
| American Funds 2035 Target Date Retirement Fund Class R6 " | — | — | — | $277K | 3.7% | |
| American Funds 2050 Target Date Retirement Fund Class R6 " | — | — | — | $269K | 3.6% | |
| Fidelity Balanced Fund " | — | — | — | $253K | 3.4% | |
| American Funds 2040 Target Date Retirement Fund Class R6 " | — | — | — | $225K | 3.0% | |
| American Funds 2060 Target Date Retirement Fund Class R6 " | — | — | — | $211K | 2.8% | |
| American Funds 2065 Target Date Retirement Fund Class R6 " | — | — | — | $166K | 2.2% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $164K | 2.2% | |
| Allspring Growth Fund - Class R6 " | — | — | — | $159K | 2.1% | |
| American Funds 2020 Target Date Retirement Fund Class R6 " | — | — | — | $145K | 2.0% | |
| Fidelity Small Cap Discovery Fund " | — | — | — | $125K | 1.7% | |
| Macquarie Value R6 " | — | — | — | $109K | 1.5% | |
| Fidelity Total Bond K6 Fund " | — | — | — | $85K | 1.1% | |
| JPMorgan Mid Cap Growth Fund Class R6 " | — | — | — | $64K | 0.9% | |
| American Funds Capital World Growth and Income Fund Class R6 " | — | — | — | $57K | 0.8% | |
| Fidelity Government Money Market Fund Class K6 Mutual fund | — | — | — | $41K | 0.5% | |
| Participant Loans 4.25% - 8.50% - | — | — | — | $35K | 0.5% | |
| John Hancock Income Fund Class R6 " ** 869 PIMCO Real Return Fund Institutional Class " ** 686 PIMCO Total Return Fund Institutional Class " | — | — | — | $28K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Class R6 " | — | — | — | $22K | 0.3% | |
| Fidelity Low-Priced Stock Fund " | — | — | — | $17K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Class R6 " | — | — | — | $11K | 0.1% | |
| JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund " | — | — | — | $7K | <0.1% |