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Original filing (PDF)20250825100409NAL0003859059001
BOB JOHNSON CHEVROLET
Form 5500
FILING_RECEIVED
BOB JOHNSON GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,211
Accounts w/ balance
987
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 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
- 35 bps in Schedule C fees — 118% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB JOHNSON CHEVROLET.
Plan sponsor
Name
BOB JOHNSON CHEVROLET
EIN
16-1170100
Address
1271 RIDGE ROAD WEST · ROCHESTER, NY · 14615
Phone
(585) 663-4040
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
2025-08-25
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
EFPR GROUP, CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISORY | $24K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS LLC | — | LENEXA, KS | CONTRACT ADMIN | $62K | — |
| BIA CONSULTING, LLC | — | ROCHESTER, NY | CONTRACT ADMIN | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFPR GROUP LLP | — | ROCHESTER, NY | AUDITOR | $8K | — |
Investments
32 direct securities · 3 pooled funds· $50.7M(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
$50.7M
32 holdings
Pooled Separate Account
$18K
2 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target DTE RTM 2030 R6 FD Mutual Funds | — | — | — | $8.3M | 16.3% | |
| American Funds Target DTE RTM 2035 R6 FD Mutual Funds | — | — | — | $7.7M | 15.1% | |
| American Funds Target DTE RTM 2050 R6 FD Mutual Funds | — | — | — | $4.3M | 8.4% | |
| American Funds Target DTE RTM 2040 R6 FD Mutual Funds | — | — | — | $4.3M | 8.4% | |
| American Funds Target DTE RTM 2045 R6 FD Mutual Funds | — | — | — | $4.3M | 8.4% | |
| American Funds Target DTE RTM 2055 R6 FD Mutual Funds | — | — | — | $4.2M | 8.2% | |
| American Funds Target DTE RTM 2025 R6 FD Mutual Funds | — | — | — | $4.0M | 7.8% | |
| American Funds Target DTE RTM 2020 R6 FD Mutual Funds | — | — | — | $2.8M | 5.5% | |
| American Funds Target DTE RTM 2060 R6 FD Mutual Funds | — | — | — | $1.8M | 3.5% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.7M | 3.3% | |
| Fidelity Government MMMK K6 Mutual Funds | — | — | — | $1.5M | 2.9% | |
| American Funds Target DTE RTM 2065 R6 FD Mutual Funds | — | — | — | $1.3M | 2.6% | |
| Notes receivable from participants by participants' accounts | — | — | — | $1.1M | 2.2% | |
| American Funds Target DTE RTM 2015 R6 FD Mutual Funds | — | — | — | $759K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $493K | 1.0% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $436K | 0.9% | |
| Franklin Small Cap Growth R6 Fund Mutual Funds | — | — | — | $369K | 0.7% | |
| Blackrock 40/60 Target Allo K Fund Mutual Funds | — | — | — | $310K | 0.6% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $292K | 0.6% | |
| American Funds New Perspective R6 Fund Mutual Funds | — | — | — | $245K | 0.5% | |
| American Funds Target DTE RTM 2010 R6 FD Mutual Funds | — | — | — | $95K | 0.2% | |
| American Funds New World R6 Mutual Funds | — | — | — | $95K | 0.2% | |
| Empower S&P Small Cap 600 Index Inst Mutual Funds | — | — | — | $92K | 0.2% | |
| Fidelity Mid Cap Growth Index Mutual Funds | — | — | — | $71K | 0.1% | |
| Fidelity US Bond Index Fund Mutual Funds | — | — | — | $61K | 0.1% | |
| Royce Small-Cap Opportunity Instl Mutual Funds | — | — | — | $52K | 0.1% | |
| PGIM High Yield R6 Fund Mutual Funds | — | — | — | $45K | <0.1% | |
| MFS Research International R6 Fund Mutual Funds | — | — | — | $37K | <0.1% | |
| PIMCO Real Return Instl Fund Mutual Funds | — | — | — | $36K | <0.1% | |
| COLUMBIA DIVIDEND VALUE(IS PLATFOR) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $18K | <0.1% | |
| Putnam Income R6 Fund Mutual Funds | — | — | — | $16K | <0.1% | |
| DFA Real Estate Securities I Mutual Funds | — | — | — | $12K | <0.1% | |
| Columbia Select Mid Cap Value Instl 3 Mutual Funds | — | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% |
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