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Original filing (PDF)20251014122737NAL0001343859001
SHAKER AUTO GROUP INC.
Form 5500
FILING_RECEIVED
SHAKER AUTO GROUP INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
350
Accounts w/ balance
333
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAKER AUTO GROUP INC..
Plan sponsor
Name
SHAKER AUTO GROUP INC.
EIN
20-8277487
Address
1230 MAIN ST · WATERTOWN, CT · 06795
Phone
(860) 631-4203
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
2025-10-14
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI | 26-1407927 | FARMINGTON, CT | CONTRACT ADMIN | $14K | — |
Investments
27 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value * American Funds 2020 Target Date Fund R4 Mutual Fund | — | — | — | $1.9M | 22.9% | |
| American Funds 2035 Target Date Fund R4 Mutual Fund | — | — | — | $1.8M | 22.7% | |
| American Funds 2030 Target Date Fund R4 Mutual Fund | — | — | — | $794K | 9.8% | |
| American Funds 2025 Target Date Fund R4 Mutual Fund | — | — | — | $687K | 8.4% | |
| iShares S&P 500 Index Fund Mutual Fund | — | — | — | $397K | 4.9% | |
| American Funds 2040 Target Date Fund R4 Mutual Fund | — | — | — | $376K | 4.6% | |
| Calvert Small-Cap Fund Mutual Fund | — | — | — | $311K | 3.8% | |
| American Funds 2050 Target Date Fund R4 Mutual Fund | — | — | — | $294K | 3.6% | |
| American Funds 2060 Target Date Fund R4 Mutual Fund | — | — | — | $248K | 3.0% | |
| American Funds 2055 Target Date Fund R4 Mutual Fund | — | — | — | $172K | 2.1% | |
| American Funds 2045 Target Date Fund R4 Mutual Fund | — | — | — | $162K | 2.0% | |
| Janus Henderson Global Technology and Innovation Fund Mutual Fund | — | — | — | $138K | 1.7% | |
| American Funds 2070 Target Date Fund R4 Mutual Fund ** 414 * American Funds U.S. Government Class R4 Money Market Fund | — | — | — | $134K | 1.7% | |
| T Rowe Price Equity Income Adv Mutual Fund | — | — | — | $133K | 1.6% | |
| Fidelity Advisor Stock Selector Mid Cap Fund Mutual Fund | — | — | — | $105K | 1.3% | |
| ClearBridge Large Cap Growth Fund Mutual Fund | — | — | — | $97K | 1.2% | |
| American Funds Europacific Growth R4 Mutual Fund | — | — | — | $61K | 0.8% | |
| NYLI CBRE Real Estate A Mutual Fund | — | — | — | $58K | 0.7% | |
| MFS Utilities Fund R3 Mutual Fund | — | — | — | $56K | 0.7% | |
| Lord Abbett Bond Debenture Fund R4 Mutual Fund | — | — | — | $40K | 0.5% | |
| PIMCO Investment Grade Credit Bond Fund Mutual Fund | — | — | — | $37K | 0.5% | |
| American Funds 2065 Target Date Fund R4 Mutual Fund | — | — | — | $36K | 0.4% | |
| American Funds Capital World Growth and Income Fund R4 Mutual Fund | — | — | — | $31K | 0.4% | |
| Blackrock Emerging Markets Fund Mutual Fund | — | — | — | $20K | 0.3% | |
| iShares MSCI EAFE International Index A Mutual Fund | — | — | — | $13K | 0.2% | |
| Eaton Vance Short Duration Gov Inc A Mutual Fund | — | — | — | $12K | 0.1% | |
| Goldman Sachs Commodity Strategy Fund Mutual Fund | — | — | — | $9K | 0.1% |
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