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Original filing (PDF)20250926080559NAL0011560883001
OPENLANE, INC.
Form 5500
FILING_RECEIVED
OPENLANE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,049
Accounts w/ balance
4,559
Plan assets (EOY)
$314.7M
Net assets (EOY)
$314.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPENLANE, INC..
Plan sponsor
Name
OPENLANE, INC.
EIN
20-8744739
Address
11299 N ILLINOIS STREET · CARMEL, IN · 46032
Phone
(317) 815-1100
Industry
Wholesale 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
2025-09-26
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$115K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $143K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $84K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $28K | — |
Investments
33 direct securities · 1 pooled fund· $323.4M(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
$306.4M
32 holdings
Pooled Separate Account
$8.7M
1 holding
Mutual Funds
$8.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 172,133 shares | — | — | $172K | $35.1M | 11.2% | |
| Fidelity Contrafund K6 937,958 shares | — | — | $938K | $29.2M | 9.3% | |
| Fidelity Freedom 2040 Fund - Class K 2,507,142 shares | — | — | $2.5M | $29.0M | 9.2% | |
| Fidelity Freedom 2045 Fund - Class K 1,633,601 shares | — | — | $1.6M | $22.0M | 7.0% | |
| Fidelity Freedom 2035 Fund - Class K 1,212,645 shares | — | — | $1.2M | $19.0M | 6.0% | |
| Fidelity Freedom 2050 Fund - Class K 1,222,987 shares | — | — | $1.2M | $16.7M | 5.3% | |
| Fidelity Large Cap Growth Index Fund 409,414 shares | — | — | $409K | $16.0M | 5.1% | |
| Fidelity Freedom 2030 Fund - Class K 834,651 shares | — | — | $835K | $14.6M | 4.7% | |
| Fidelity Freedom 2055 Fund - Class K 829,813 shares | — | — | $830K | $13.1M | 4.2% | |
| JPMorgan Mid Cap Growth Fund Class R6 249,722 shares | — | — | $250K | $12.9M | 4.1% | |
| Fidelity Freedom 2025 Fund - Class K 716,163 shares | — | — | $716K | $9.7M | 3.1% | |
| JPMorgan Mid Cap Value Fund Class L 243,717 shares | — | — | $244K | $9.0M | 2.8% | |
| Fully Benefit-Responsive Investment Contract New York Life Anchor Account 3.65% | — | — | — | $8.7M | 2.8% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $8.7M | 2.8% | |
| Fidelity Total Market Index Fund 51,981 shares | — | — | $52K | $8.4M | 2.7% | |
| MFS International Diversification Fund Class R6 363,845 shares | Mutual Funds | — | $364K | $8.3M | 2.6% | |
| American Beacon Small Cap Value Fund R6 Class 99,420 shares | — | — | $99K | $7.3M | 2.3% | |
| Fidelity International Growth Fund 337,284 shares | — | — | $337K | $6.7M | 2.1% | |
| Fidelity Freedom 2020 Fund - Class K 426,566 shares | — | — | $427K | $6.1M | 1.9% | |
| Metropolitan West Total Return Bond Fund Class I 682,390 shares | — | — | $682K | $6.1M | 1.9% | |
| Fidelity U. S. Bond Index Fund 550,175 shares | — | — | $550K | $5.6M | 1.8% | |
| Fidelity Freedom 2060 Fund - Class K 314,492 shares | — | — | $314K | $4.6M | 1.4% | |
| Fidelity International Index Fund 95,674 shares | — | — | $96K | $4.5M | 1.4% | |
| Fidelity Extended Market Index Fund 45,044 shares | — | — | $45K | $4.1M | 1.3% | |
| Vanguard Balanced Index Fund Admiral Shares 83,290 shares | — | — | $83K | $4.0M | 1.3% | |
| JPMorgan Equity Income Fund Class R5 138,615 shares | — | — | $139K | $3.3M | 1.1% | |
| Maturing thru January 2034 | — | — | — | $3.0M | 0.9% | |
| Fidelity Small Cap Index Fund 64,789 shares | — | — | $65K | $1.8M | 0.6% | |
| American Century Small Cap Value Fund R6 139,988 shares | — | — | $140K | $1.5M | 0.5% | |
| Fidelity Freedom Income Fund - Class K 130,714 shares | — | — | $131K | $1.4M | 0.4% | |
| PIMCO Real Return Fund Institutional Class 132,763 shares | — | — | $133K | $1.3M | 0.4% | |
| Fidelity Freedom 2065 Fund - Class K 50,514 shares | — | — | $51K | $668K | 0.2% | |
| Fidelity Freedom 2015 Fund - Class K 56,639 shares | — | — | $57K | $646K | 0.2% | |
| Fidelity Freedom 2010 Fund - Class K 24,214 shares | — | — | $24K | $337K | 0.1% |