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Original filing (PDF)20251015063846NAL0001943555001
G ROBERT BILGER INC
Form 5500
FILING_RECEIVED
MOYER AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
219
Accounts w/ balance
119
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G ROBERT BILGER INC.
Plan sponsor
Name
G ROBERT BILGER INC
EIN
23-2353630
Address
201 SOUTH CENTRE AVENUE · LEESPORT, PA · 19533
Phone
(610) 916-7000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYER & RITTER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | 47-1058535 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
28 direct securities · 1 pooled fund· $4.4M(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.
Registered Investment Companies
$4.1M
28 holdings
Common Collective Trust
$321K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $434K | 9.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $410K | 9.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $409K | 9.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $407K | 9.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $368K | 8.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $321K | 7.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $257K | 5.8% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $227K | 5.1% | |
| DFA COMMODITY STRAT PORT INST 807 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $217K | 4.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $169K | 3.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $151K | 3.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $142K | 3.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $142K | 3.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $109K | 2.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $90K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $83K | 1.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $71K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $57K | 1.3% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $56K | 1.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $50K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $50K | 1.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $46K | 1.0% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $44K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $34K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $24K | 0.5% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $23K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.4% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $5K | 0.1% |
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