Original filing (PDF)20251015061259NAL0005490800001

VALLEY FORD TRUCK, INC.

Name: VALLEY FORD TRUCK, INC. — VALLEY TRUCK CENTERS 401(K) PLAN, Form 5500 (2024)
Creator: VALLEY FORD TRUCK, INC.

Form 5500

FILING_RECEIVED

VALLEY TRUCK CENTERS 401(K) PLAN

401(k) retirement plan

Active participants

490

Accounts w/ balance

417

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY FORD TRUCK, INC..

Plan sponsor

Name

VALLEY FORD TRUCK, INC.

EIN

20-5428132

Address

5715 CANAL ROAD · VALLEY VIEW, OH · 44125

Phone

(216) 524-2400

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

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

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$533	—

Investments

2 pooled funds· $917K(6% 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.

Investment	Type	Current value	% of plan
GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111	Common Collective Trust	$704K	4.6%
GREAT-WEST TRUST DRIVE BALANCED FUN GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110	Common Collective Trust	$214K	1.4%

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