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Original filing (PDF)20251014050111NAL0003166352001
MITCHELL AUTO GROUP, INC.
Form 5500
FILING_RECEIVED
MITCHELL AUTO GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
218
Accounts w/ balance
328
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL AUTO GROUP, INC..
Plan sponsor
Name
MITCHELL AUTO GROUP, INC.
EIN
06-0582770
Address
384 HOPMEADOW STREET · SIMSBURY, CT · 06070
Phone
(860) 490-6226
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | INVESTMENT ADVISOR | $7K | — |
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $4K | — |
Investments
17 direct securities · 13 pooled funds· $15.3M(100% 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.
Uncategorized
$10.9M
17 holdings
Common Collective Trust
$4.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $2.1M | 13.8% | |
| American Century Ultra R6 Mutual Fund | — | — | — | $1.5M | 10.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.5M | 9.9% | |
| MFS Value R6 Mutual Fund | — | — | — | $1.0M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $920K | 6.0% | |
| Empower International Value Instl Mutual Fund | — | — | — | $773K | 5.1% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $629K | 4.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $610K | 4.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $557K | 3.7% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $552K | 3.6% | |
| Putnam Income R6 Mutual Fund | — | — | — | $509K | 3.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $474K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $447K | 2.9% | |
| Fidelity International Index Mutual Fund | — | — | — | $424K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $389K | 2.6% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $350K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $291K | 1.9% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $279K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $259K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $228K | 1.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $189K | 1.2% | |
| DFA Inflation Protected Securities I Mutual Fund | — | — | — | $181K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $176K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $166K | 1.1% | |
| Participants Interest rates from 4.25 to 9.50% | — | — | — | $137K | 0.9% | |
| PIMCO Int Bond (USD-Hedged) Inst Mutual Fund | — | — | — | $124K | 0.8% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $123K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $116K | 0.8% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $101K | 0.7% | |
| PGIM Jennison Small Company R6 Mutual Fund | — | — | — | $63K | 0.4% |
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