Original filing (PDF)20250807083714NAL0004016512001

AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC.

Name: AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC. — AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND HEALTH AND WELFARE BENEFIT PLAN, Form 5500 (2024)
Creator: AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC.

Form 5500

FILING_RECEIVED

AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND HEALTH AND WELFARE BENEFIT PLAN

Health & welfare plan

Signals · 4

12% employer stock~3657 bps in Sched C feesNo recordkeeper disclosed19 service providers

Active participants

1,198

Accounts w/ balance

—

Plan assets (EOY)

$13.7M

Net assets (EOY)

$11.3M

How this plan invests

This plan

134 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 AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC..

Plan sponsor

Name

AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC.

DBA

NATIONAL AUTOMOTIVE ROADS & FUEL ASSOCIATION

EIN

04-2279821

Address

4 MAIN STREET, P.O. BOX 838 · PETERBOROUGH, NH · 034580838

Phone

(603) 924-9449

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

506

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4H · Long-Term Disability

4B · Life Insurance

4L · Death Benefits (other than life insurance)

4E · Vision

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Service providers (Schedule C)

19 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PITNEY BOWES BANK	84-1386389	—	CUSTODIAN	$28K	—

Advisor / Consultant

Investments

134 direct securities· $10.8M(79% of reported assets)

U.S. Treasuries

$3.4M

15 holdings

Other securities

$2.3M

13 holdings

Cash / Money Market

$2.0M

2 holdings

Bonds / Notes

$1.6M

27 holdings

Common Stock

$1.3M

69 holdings

Agency / Mortgage-Backed

$315K

8 holdings

					% of plan
Bar Harbor Bank & Trust Cash	Cash / Money Market	—	$2.0M	$2.0M	14.4%
Merrill Lynch ML BANK DEPOSIT PROGRAM	Other securities	—	$740K	$740K	5.4%
Unites States Treasury U.S TREASURY NOTE 1.875% Jul 31 2026	U.S. Treasuries	—	$683K	$659K	4.8%
Unites States Treasury U.S TREASURY NOTE 4.000% Jan 15 2027	U.S. Treasuries	—	$589K	$596K	4.3%
Unites States Treasury U.S TREASURY NOTE 4.375% Aug 15 2026	U.S. Treasuries	—	$485K	$488K	3.5%
SPDR Gold Shares ETF Exchange Traded Fund	Other securities	—	$253K	$371K	2.7%
Unites States Treasury U.S TREASURY NOTE 4.500% May 15 2027	U.S. Treasuries	—	$314K	$317K	2.3%
Unites States Treasury U.S TREASURY NOTE 3.875% Oct 15 2027	U.S. Treasuries	—	$248K	$248K	1.8%
Unites States Treasury U.S TREASURY NOTE 0.500% Mar 31 2025	U.S. Treasuries	—	$185K	$188K	1.4%
Unites States Treasury U.S TREASURY NOTE 1.875% Feb 15 2032	U.S. Treasuries	—	$182K	$183K	1.3%
Unites States Treasury U.S TREASURY NOTE 3.250% Jun 30 2027	U.S. Treasuries	—	$164K	$163K	1.2%
Fannie Mae FNMA PMA5164 5.000% 2053	Agency / Mortgage-Backed	—	$155K	$150K	1.1%
Unites States Treasury U.S TREASURY NOTE 0.625% May 15 2030	U.S. Treasuries	—	$152K	$148K	1.1%
Unites States Treasury U.S TREASURY BILL ZERO % 10/2/2025	Other securities	—	$120K	$121K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 8/7/2025	Other securities	—	$119K	$121K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 6/12/2025	Other securities	—	$117K	$121K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 9/4/2025	Other securities	—	$119K	$121K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 7/10/2025	Other securities	—	$117K	$120K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 1/23/2025	Other securities	—	$115K	$120K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 12/26/2025	Other securities	—	$118K	$118K	0.9%
Unites States Treasury U.S TREASURY BILL ZERO % 10/30/2025	Other securities	—	$117K	$118K	0.9%
Unites States Treasury U.S TREASURY NOTE 4.625% Nov 15 2026	U.S. Treasuries	—	$113K	$113K	0.8%
Citizens Bank Wealth Management Certificate of Deposit 0.03% Due 10/17/2025	Bonds / Notes	—	$100K	$100K	0.7%
iShares TR CORE MSCI EAFE ETF Exchange Traded Fund	Other securities	—	$70K	$92K	0.7%
Vanguard FTSE All World ETF Exchange Traded Fund	Other securities	—	$71K	$92K	0.7%
JPMorgan Chase & Co. GLB VAR% Feb 04 2027	Common Stock	—	$80K	$83K	0.6%
Well Fargo & Co. GLB VAR% Apr 30 2026	Common Stock	—	$77K	$80K	0.6%
John Deere Capital Corp SER MTN 5.150% Sep 08 2026	Bonds / Notes	—	$79K	$80K	0.6%
American Express Co GLB 4.900% Feb 13 2026	Bonds / Notes	—	$77K	$78K	0.6%
Fannie Mae FHLMC SD 8136 5.500% 2053	Agency / Mortgage-Backed	—	$78K	$77K	0.6%
Unites States Treasury U.S TREASURY NOTE 3.375% May 15 2033	U.S. Treasuries	—	$74K	$73K	0.5%
Oracle Corp GLB 1.650% Mar 25 2026	Bonds / Notes	—	$63K	$67K	0.5%
Unites States Treasury U.S TREASURY NOTE 4.375% Jul 15 2027	U.S. Treasuries	—	$67K	$66K	0.5%
AT&T Inc GLB 1.700% Mar 25 2026	Bonds / Notes	—	$62K	$66K	0.5%
Cadence Design Sys Inc GLB 4.200% Sep 10 2027	Bonds / Notes	—	$66K	$65K	0.5%
Toronto-Dominion Bank SER MTN 0.750% Sep 11 2025	Bonds / Notes	—	$65K	$65K	0.5%
Bristol-Myers Squibb Co GLB 4.900% Feb 22 2027	Bonds / Notes	—	$64K	$65K	0.5%
Home Deport Inc GLB 4.950% Sep 30 2026	Bonds / Notes	—	$64K	$65K	0.5%
Oracle Corp GLB 3.250% Nov 15 2027	Bonds / Notes	—	$63K	$64K	0.5%
Comcast Corp Company Guarnt GLB 3.550% May 01 2028	Bonds / Notes	—	$67K	$64K	0.5%
Verizon Communications Inc. GLB 3.150% Mar 22 2030	Bonds / Notes	—	$72K	$64K	0.5%
JPMorgan Chase & Co. GLB VAR% Oct 15 2030	Common Stock	—	$70K	$64K	0.5%
CVS Health Corp GLB 4.300% Mar 25 2028	Bonds / Notes	—	$68K	$64K	0.5%
Uber Technologies Inc GLB 4.300% Jan 15 2030	Bonds / Notes	—	$66K	$64K	0.5%
Nextera Energy Capital Company Guarnt GLB 4.900% Mar 15 2029	Bonds / Notes	—	$64K	$64K	0.5%
United Technologies Corp GLB 3.950% Aug 16 2025	Bonds / Notes	—	$62K	$64K	0.5%
Citigroup Inc GLB VAR% Apr 08 2026	Common Stock	—	$61K	$64K	0.5%
Caterpillar Finl Service GLB 4.850% Feb 27 2029	Bonds / Notes	—	$63K	$63K	0.5%
Pfizer Investment Enter Company Guarnt GLB 4.650% May 19 2030	Bonds / Notes	—	$64K	$63K	0.5%
Wells Fargo & Co GLB VAR% Jan 23 2030	Common Stock	—	$63K	$63K	0.5%

1–50 of 134

1 / 3

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.

State Street / SPDR$371K JPMorgan$162K Goldman Sachs$146K BlackRock / iShares$114K Morgan Stanley$96K Vanguard$92K Wells Fargo / Allspring$63K Schwab$15K Fidelity$15K

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APWU - HEALTH PLAN

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT CONSULTING	03-0611707	PETERBOROUGH, NH	CONSULTING	$2.6M	—
HEALTH ANALYTIC PARTNERS	—	STUART, FL	NONE	$750K	—
EXPRESS SCRIPTS	—	CHICAGO, IL	CLAIMS PROCESSING	$601K	—
ANTHEM BLUE CROSS BLUE SHIELD	02-0510530	—	CLAIMS PROCESSING	$403K	—
ERISA ADVISORY GROUP	14-6680608	—	FIDUCIARY	$110K	—
MAINI PARTNERS LLC	46-4356033	—	NONE	$77K	—
MODERN ASSISTANCE PROGRAM	04-3014253	—	NONE	$49K	—
VIMLY BENEFIT SOLUTIONS, INC	—	MUKILTEO, WA	NONE	$33K	—
SEQUOYA TECHNOLOGIES GROUP, LLC	27-0021269	—	NONE	$27K	—
LORE, INC	—	KITTERY, ME	NONE	$20K	—
ALEGEUS TECHNOLOGIES	38-3261866	—	NONE	$17K	—
MULTIPROCESS COMPUTER CORP.	02-0435291	—	NONE	$7K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOLIFIELD JANICH, PPLC	84-4425474	—	LEGAL	$113K	—
STALL LEGAL, LLC	84-5150054	—	LEGAL	$43K	—
GROOM LAW GROUP, CHARTERED	52-1219029	—	LEGAL	$25K	—