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Original filing (PDF)20250825144822NAL0015548114001
ALLEN IMPORTS, LTD., INC.
Form 5500
FILING_RECEIVED
LANCASTER TOYOTA, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
200
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
82
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M (extraction pending)]" is 36% of plan.
- 43 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 ALLEN IMPORTS, LTD., INC..
Plan sponsor
Name
ALLEN IMPORTS, LTD., INC.
EIN
23-1912496
Address
5270 MANHEIM PIKE · EAST PETERSBURG, PA · 17520
Phone
(717) 569-7371
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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT ADVISORS, INC. | 81-3026593 | — | OTHER SERVICES | $150 | — |
Investments
14 direct securities · 11 pooled funds· $5.4M(29% 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.
Pooled Separate Account
$3.7M
10 holdings
Uncategorized
$1.0M
14 holdings
Common Collective Trust
$610K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 8.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $610K | 3.3% | |
| PRINCIPAL DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $503K | 2.7% | |
| PRINCIPAL REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $458K | 2.5% | |
| [DFE: PRINCIPAL SMALLCAP SEPARATE ACCOUNT (extraction pending)] | — | — | — | $337K | 1.8% | |
| PRINCIPAL SMALL CAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $337K | 1.8% | |
| PRINCIPAL SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $224K | 1.2% | |
| PRINCIPAL MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $172K | 0.9% | |
| PRINCIPAL MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $167K | 0.9% | |
| PRINCIPAL CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $164K | 0.9% | |
| MORLEY INCOME FUND III | — | — | — | $164K | 0.9% | |
| MORLEY INCOME FUND I | — | — | — | $95K | 0.5% | |
| [DFE: PRINCIPAL GOVERNMENT & HQ BND SEPARATE ACCOUNT (extraction pending)] | — | — | — | $92K | 0.5% | |
| PRINCIPAL GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $92K | 0.5% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $85K | 0.5% | |
| MORLEY INCOME FUND IV | — | — | — | $54K | 0.3% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $51K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $46K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $44K | 0.2% | |
| PRINCIPAL SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $37K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $22K | 0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $21K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $18K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $11K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |