Original filing (PDF)20251014134944NAL0004142448001

PARAGON MOTORS OF WOODSIDE, INC. D/B/A PARAGON HONDA

Name: PARAGON MOTORS OF WOODSIDE, INC. D/B/A PARAGON HONDA — AUTO TRUST 401(K) PLAN, Form 5500 (2024)
Creator: PARAGON MOTORS OF WOODSIDE, INC. D/B/A PARAGON HONDA

Form 5500

FILING_RECEIVED

AUTO TRUST 401(K) PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

404

Accounts w/ balance

206

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.6M

How this plan invests

This plan

38 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAGON MOTORS OF WOODSIDE, INC. D/B/A PARAGON HONDA.

Plan sponsor

Name

PARAGON MOTORS OF WOODSIDE, INC. D/B/A PARAGON HONDA

EIN

11-2588745

Address

57-02 NORTHERN BLVD. · WOODSIDE, NY · 11377

Phone

(718) 507-5000

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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security · 38 pooled funds· $11.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$11.4M

38 holdings

Other securities

$366K

1 holding

					% of plan
500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.5M	21.5%
BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.2M	9.9%
MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$968K	8.2%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$870K	7.4%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$747K	6.4%
JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$728K	6.2%
JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$605K	5.2%
JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$449K	3.8%
Participants through August 2053 -	Other securities	—	—	$366K	3.1%
JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$354K	3.0%
JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$334K	2.8%
JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$272K	2.3%
JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$261K	2.2%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$260K	2.2%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$253K	2.2%
JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$206K	1.8%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$186K	1.6%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$147K	1.3%
JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$114K	1.0%
FIDELITY ADV NEW INSIGHTS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$112K	1.0%
JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$110K	0.9%
INVESCO OPP INTL GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$106K	0.9%
INVESTMENT COMPANY OF AMERICA JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$98K	0.8%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$96K	0.8%
REAL EST. SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$81K	0.7%
JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$81K	0.7%
ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$63K	0.5%
AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$45K	0.4%
INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$36K	0.3%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$29K	0.2%
VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$25K	0.2%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$23K	0.2%
HIGH YIELD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$14K	0.1%
PGIM JENNISON MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$8K	<0.1%
T ROWE PRICE SPECTRUM INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$8K	<0.1%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
PIMCO COMMODITY REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$296	<0.1%
PIMCO ALL ASSET JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$151	<0.1%
PIMCO REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$82	<0.1%