Original filing (PDF)20251031082205NAL0004834416001

SYRACUSE AUTOMOBILE DEALERS ASSOCIATION

Name: SYRACUSE AUTOMOBILE DEALERS ASSOCIATION — SYRACUSE AUTOMOBILE DEALERS ASSOCIATION, INC. INSURANCE TRUST, Form 5500 (2024)
Creator: SYRACUSE AUTOMOBILE DEALERS ASSOCIATION

Form 5500

FILING_RECEIVED

SYRACUSE AUTOMOBILE DEALERS ASSOCIATION, INC. INSURANCE TRUST

Health & welfare plan

Signals · 3

71% in single holding~7679 bps in Sched C feesNo recordkeeper disclosed

Active participants

129

Accounts w/ balance

—

Plan assets (EOY)

$75K

Net assets (EOY)

$70K

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYRACUSE AUTOMOBILE DEALERS ASSOCIATION.

Plan sponsor

Name

SYRACUSE AUTOMOBILE DEALERS ASSOCIATION

EIN

15-0464235

Address

770 JAMES STREET · SYRACUSE, NY · 13203

Phone

(315) 474-1041

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-31

Welfare benefit codes

4B · Life Insurance

4D · Dental

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

DANNIBLE & MCKEE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
DANNIBLE & MCKEE, LLP	33-0996661	SYRACUSE, NY	ACCOUNTING	$8K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SYRACUSE SADA SERVICES CORP.	16-1548260	SYRACUSE, NY	SUBSIDIARY PLAN SPONSOR	$50K	—

Investments

3 direct securities· $69K(92% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Registered Investment Companies American Funds American Funds American Balanced Fund Class A	—	—	$32K	$49K	65.3%
Money Market Funds Fidelity Government Money Market Fund	—	—	$15K	$15K	20.0%
JP Morgan JP Morgan ETF Trust Hedged Equity Fund	—	—	$5K	$5K	6.4%