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Original filing (PDF)20250926131633NAL0010898320001
DAN PERKINS SUBARU, INC.
Form 5500
FILING_RECEIVED
DAN PERKINS GROUP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
192
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JPMorgan Core Bond R6 Fund "" is 28% of plan.
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAN PERKINS SUBARU, INC..
Plan sponsor
Name
DAN PERKINS SUBARU, INC.
EIN
06-1082099
Address
143 BOSTON POST ROAD · MILFORD, CT · 06460
Phone
(203) 882-5686
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
2025-09-26
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GFS WEALTH MANAGEMENT ADVISORS, INC | 81-4074304 | — | NONE | $27K | — |
| STANCORP FINANCIAL | 93-1253576 | — | NONE | $23K | — |
| CARRON & BLETZER, PLLC | — | KINGSTON, NH | NONE | $12K | — |
Investments
16 direct securities· $8.1M(78% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Core Bond R6 Fund " | — | — | — | $2.3M | 21.8% | |
| American Funds American Balanced R6 Fund Mutual fund | — | — | — | $1.3M | 12.5% | |
| JPMorgan US Equity R6 Fund " | — | — | — | $1.2M | 12.0% | |
| DFA International Core Equity Portfolio Fund " | — | — | — | $1.1M | 10.8% | |
| American Century Ultra R6 Fund " | — | — | — | $659K | 6.4% | |
| JPMorgan US Value R6 Fund " | — | — | — | $652K | 6.3% | |
| Vanguard Small Cap Index Adm Fund " | — | — | — | $373K | 3.6% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $239K | 2.3% | |
| MFS Mid Cap Growth R5 Fund " | — | — | — | $209K | 2.0% | |
| Vanguard Information Technology Index Adm Fund " | — | — | — | $36K | 0.4% | |
| Vanguard Energy Index Adm Fund " | — | — | — | $16K | 0.2% | |
| T. Rowe Price Health Sciences Fund I Class " | — | — | — | $14K | 0.1% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $4K | <0.1% | |
| Hood River Small-Cap Growth Fund Retirement Shares " | — | — | — | $4K | <0.1% | |
| PGIM High Yield Fund- Class R6 " | — | — | — | $1K | <0.1% | |
| MFS International Growth R5 Fund " | — | — | — | $1K | <0.1% |
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