How big is Depaula Chevrolet, Inc.'s plan?

Depaula Chevrolet, Inc.'s plan reported $7.3M in assets and 203 participants for 2024.

Original filing (PDF)20251014100902NAL0005408978001

Depaula Chevrolet, Inc.

Name: Depaula Chevrolet, Inc. — Depaula Auto Group 401(k), Form 5500 (2024)
Creator: Depaula Chevrolet, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Depaula Auto Group 401(k) Profit Sharing Plan

401(k) retirement plan · Depaula Chevrolet, Inc.'s Depaula Auto Group 401(k) Profit Sharing Plan held $7.3M in plan assets for 203 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

30% in single holding

Active participants

203

Accounts w/ balance

182

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

Depaula Chevrolet, Inc.'s EIN is 14-1616459.

EIN 14-1616459

Plan number 002

Plan year 2024

ACK ID 20251014100902NAL0005408978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Depaula Chevrolet, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Depaula Chevrolet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEPAULA CHEVROLET, INC..

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How this plan invests

This plan

45 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

DEPAULA CHEVROLET, INC.

EIN

all filings

Address

781 CENTRAL AVENUE · ALBANY, NY · 12206

Phone

(518) 489-5551

Industry

Retail Trade

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

BST & CO. CPAS, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK NEW YORK	13-3646501	—	RECORDKEEPER	$594	—

Investments

3 direct securities · 45 pooled funds· $7.1M(97% 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

$6.3M

44 holdings

Stable Value

$541K

1 holding

Bonds / Notes

$207K

1 holding

Common Collective Trust

$67K

1 holding

Pooled Separate Accounts

$4K

1 holding

					% of plan
JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.1M	28.5%
JH MANAGED VOLATILITY BAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$999K	13.7%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$782K	10.7%
John Hancock Stable Value Fund Pooled Separate Account	Stable Value	—	—	$541K	7.4%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$483K	6.6%
JH MANAGED VOLATILITY GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$286K	3.9%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$280K	3.8%
Participant notes receivable (2) 4.25%-9.50%	Bonds / Notes	—	—	$207K	2.8%
AMERICAN FUNDS 2035 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$173K	2.4%
AMERICAN FUNDS 2050 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$165K	2.3%
JPMORGAN LARGE CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$124K	1.7%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$122K	1.7%
JH MANAGED VOLATILITY MOD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$99K	1.4%
DFA U.S. SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$97K	1.3%
500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$71K	1.0%
AB INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Common Collective Trust	—	—	$67K	0.9%
AMERICAN FUNDS 2065 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$67K	0.9%
AMERICAN FUNDS 2060 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$62K	0.8%
JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$52K	0.7%
BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$42K	0.6%
AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$32K	0.4%
DFA INTERNATIONAL VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$32K	0.4%
AMERICAN FUNDS 2040 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$31K	0.4%
AMERICAN FUNDS 2055 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$23K	0.3%
AMERICAN FUNDS 2045 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$22K	0.3%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$22K	0.3%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$18K	0.2%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$16K	0.2%
VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$15K	0.2%
JH MANAGED VOLATILITY CON JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$14K	0.2%
AMERICAN FUNDS 2030 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$12K	0.2%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$10K	0.1%
TEMPLETON GLOBAL BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$9K	0.1%
FRANKLIN DYNATECH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
JPMORGAN CORE BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
REAL EST. SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
INVESCO GLOBAL FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
SMALLCAP World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
AMERICAN FUNDS SMALL CAP WORLD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3K	<0.1%
AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
STRATEGIC INCOME OPP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$964	<0.1%
OPPORTUNISTIC FIXED INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$781	<0.1%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$666	<0.1%