Original filing (PDF)20251013132751NAL0001328113001

PERUZZI BUICK GMC, INC.

Name: PERUZZI BUICK GMC, INC. — PERUZZI AUTOMOTIVE GROUP SAVINGS PLAN, Form 5500 (2024)
Creator: PERUZZI BUICK GMC, INC.

Form 5500

FILING_RECEIVED

PERUZZI AUTOMOTIVE GROUP SAVINGS PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

184

Accounts w/ balance

184

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Vendor stack

100

Participation health

100

Knocking points off

Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
68 bps in Schedule C fees — 133% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERUZZI BUICK GMC, INC..

Plan sponsor

Name

PERUZZI BUICK GMC, INC.

EIN

23-2284744

Address

165 LINCOLN HIGHWAY · FAIRLESS HILLS, PA · 19030

Phone

(215) 943-6200

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

2025-10-13

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

VOYNOW BAYARD WHYTE & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGACY ADVISORS LLC	06-1659806	—	ADVISOR	$31K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYNOW BAYARD WHYTE & CO LLP	02-2074976	—	ACCOUNTANT/AUDITOR	$21K	—

Investments

1 direct security · 1 pooled fund· $160K(1% 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

$80K

1 holding

Common Collective Trust

$80K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND CORE	—	—	—	$80K	0.6%
	GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$80K	0.6%