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Original filing (PDF)20251015083253NAL0002109619001
NELSON AUTOMOTIVE, INC.
Form 5500
FILING_RECEIVED
NELSON AUTO GROUP 401(K)PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
290
Accounts w/ balance
226
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON AUTOMOTIVE, INC..
Plan sponsor
Name
NELSON AUTOMOTIVE, INC.
EIN
20-1166802
Address
10010 S.MEMORIAL DRIVE · TULSA, OK · 74133
Phone
(615) 731-5000
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
2025-10-15
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
Audit & trust (Schedule H)
Auditor
BROWN, CHISM & THOMPSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | 36-3258176 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN , CHISM | 81-4498561 | — | ACCOUNTANT/AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | — | OTHER SERVICES | $9K | — |
Investments
32 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Money Market Fund | — | — | — | $2.0M | 14.7% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $1.2M | 9.1% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $1.2M | 8.6% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $1.1M | 8.2% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $1.1M | 7.8% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $1.0M | 7.4% | |
| Fidelity Stock Select Small Cap Mutual Fund | — | — | — | $691K | 5.1% | |
| Fidelity Dividend Growth Mutual Fund | — | — | — | $591K | 4.4% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $512K | 3.8% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $505K | 3.7% | |
| Fund JPM Large Cap Growth R6 Mutual Fund | — | — | — | $493K | 3.6% | |
| American Century Mid-Cap Value Inv Mutual Fund | — | — | — | $481K | 3.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $425K | 3.1% | |
| Fidelity Value Mutual Fund | — | — | — | $319K | 2.4% | |
| Baron Small Cap Mutual Fund | — | — | — | $268K | 2.0% | |
| Fidelity International Discovery Mutual Fund | — | — | — | $256K | 1.9% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $234K | 1.7% | |
| Fidelity Freedom 2030 K Mutual Fund | — | — | — | $229K | 1.7% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $223K | 1.6% | |
| Fidelity Balanced Mutual Fund | — | — | — | $215K | 1.6% | |
| Fidelity Stock Select Mid Cap Mutual Fund | — | — | — | $120K | 0.9% | |
| Principal Small Cap S&P 600 R5 Mutual Fund | — | — | — | $109K | 0.8% | |
| Fidelity Capital & Income Mutual Fund | — | — | — | $93K | 0.7% | |
| Fidelity Freedom Income K Mutual Fund | — | — | — | $69K | 0.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $56K | 0.4% | |
| JPM Core Bond Plus Mutual Fund | — | — | — | $41K | 0.3% | |
| Fidelity US BD Index Mutual Fund | — | — | — | $20K | 0.1% | |
| Fidelity Short Term Bond Mutual Fund | — | — | — | $19K | 0.1% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $11K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund | — | — | — | $3K | <0.1% | |
| Franklin Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| interest Similar party par or maturity value * Fidelity Freedom 2015 K Mutual Fund | — | — | — | $2K | <0.1% |
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