How big is Nelson Automotive, Inc.'s plan?

Nelson Automotive, Inc.'s plan reported $13.6M in assets and 290 participants for 2024.

Original filing (PDF)20251015083253NAL0002109619001

Nelson Automotive, Inc.

Name: Nelson Automotive, Inc. — Nelson Auto Group, Form 5500 (2024)
Creator: Nelson Automotive, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nelson Auto Group 401(k)Plan

401(k) retirement plan · Nelson Automotive, Inc.'s Nelson Auto Group 401(k)Plan held $13.6M in plan assets for 290 participants in 2024.

Active participants

290

Accounts w/ balance

226

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Craig Grotts signed Nelson Automotive, Inc.'s 2024 Form 5500 as plan administrator.

Craig Grotts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nelson Automotive, Inc.'s EIN is 20-1166802.

EIN 20-1166802

Plan number 001

Plan year 2024

ACK ID 20251015083253NAL0002109619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Automotive, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

NELSON AUTOMOTIVE, INC.

EIN

all filings

Address

10010 S.MEMORIAL DRIVE · TULSA, OK · 74133

Phone

(615) 731-5000

Industry

Retail Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS, LLC	36-3258176	—	ADVISOR	$31K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BROWN , CHISM	81-4498561	—	ACCOUNTANT/AUDITOR	$13K	—

Other service providers

Investments

31 direct securities· $13.6M(100% of reported assets)

Mutual Funds

$11.8M

24 holdings

Other securities

$1.4M

6 holdings

Common Collective Trusts

$425K

1 holding

					% of plan
Fidelity Government Money Market Money Market Fund	Mutual Funds	—	—	$2.0M	14.7%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$1.2M	9.1%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$1.2M	8.6%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$1.1M	8.2%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$1.1M	7.8%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.0M	7.4%
Fidelity Stock Select Small Cap Mutual Fund	Mutual Funds	—	—	$691K	5.1%
Fidelity Dividend Growth Mutual Fund	Mutual Funds	—	—	$591K	4.4%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$512K	3.8%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$505K	3.7%
Fund JPM Large Cap Growth R6 Mutual Fund	Other securities	—	—	$493K	3.6%
American Century Mid-Cap Value Inv Mutual Fund	Other securities	—	—	$481K	3.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$425K	3.1%
Fidelity Value Mutual Fund	Mutual Funds	—	—	$319K	2.4%
Baron Small Cap Mutual Fund	Other securities	—	—	$268K	2.0%
Fidelity International Discovery Mutual Fund	Mutual Funds	—	—	$256K	1.9%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$234K	1.7%
Fidelity Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$229K	1.7%
Fidelity Freedom 2065 Mutual Fund	Mutual Funds	—	—	$223K	1.6%
Fidelity Balanced Mutual Fund	Mutual Funds	—	—	$215K	1.6%
Fidelity Stock Select Mid Cap Mutual Fund	Mutual Funds	—	—	$120K	0.9%
Principal Small Cap S&P 600 R5 Mutual Fund	Other securities	—	—	$109K	0.8%
Fidelity Capital & Income Mutual Fund	Mutual Funds	—	—	$93K	0.7%
Fidelity Freedom Income K Mutual Fund	Mutual Funds	—	—	$69K	0.5%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$56K	0.4%
JPM Core Bond Plus Mutual Fund	Other securities	—	—	$41K	0.3%
Fidelity US BD Index Mutual Fund	Mutual Funds	—	—	$20K	0.1%
Fidelity Short Term Bond Mutual Fund	Mutual Funds	—	—	$19K	0.1%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund	Other securities	—	—	$3K	<0.1%
Franklin Small Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%