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Original filing (PDF)20251010113841NAL0013006656001
DELANEY CHEVROLET, INC.
Form 5500
FILING_RECEIVED
DELANEY AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
282
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELANEY CHEVROLET, INC..
Plan sponsor
Name
DELANEY CHEVROLET, INC.
EIN
25-1216891
Address
626 WATER ST · INDIANA, PA · 157011811
Phone
(724) 349-3000
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH LEWIS CHESS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $6K | — |
| PARTNERS | 62-1627736 | — | ADVISOR | $5K | — |
Investments
36 direct securities· $14.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom 2035 | — | — | — | $3.1M | 22.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 | — | — | — | $2.2M | 15.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 | — | — | — | $1.4M | 10.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 | — | — | — | $1.2M | 8.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 | — | — | — | $872K | 6.2% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $760K | 5.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 | — | — | — | $570K | 4.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 | — | — | — | $541K | 3.8% | |
| Fidelity Management Trust Company Fidelity Blue Chip Growth Fund | — | — | — | $495K | 3.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 | — | — | — | $411K | 2.9% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | — | — | — | $278K | 2.0% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | — | — | — | $269K | 1.9% | |
| Participant Loans | — | — | — | $264K | 1.9% | |
| Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund | — | — | — | $257K | 1.8% | |
| Fidelity Management Trust Company Columbia Dividend Income Fund | — | — | — | $238K | 1.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 | — | — | — | $230K | 1.6% | |
| Fidelity Management Trust Company Fidelity International Capital Appreciation | — | — | — | $129K | 0.9% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | — | — | — | $121K | 0.9% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | — | — | — | $112K | 0.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 | — | — | — | $108K | 0.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2010 | — | — | — | $101K | 0.7% | |
| Fidelity Management Trust Company VS Emerging Markets | — | — | — | $68K | 0.5% | |
| Fidelity Management Trust Company Fidelity Government Money Market | — | — | — | $59K | 0.4% | |
| Fidelity Management Trust Company MFS Massachusetts Investors Trust Class | — | — | — | $51K | 0.4% | |
| Fidelity Management Trust Company Allspring Special Mid Cap Value Fund | — | — | — | $46K | 0.3% | |
| Fidelity Management Trust Company MFS Mid Cap Growth | — | — | — | $37K | 0.3% | |
| Fidelity Management Trust Company Allspring Special Small Cap Value Fund | — | — | — | $24K | 0.2% | |
| Fidelity Management Trust Company Goldman Sachs Inflation Protected | — | — | — | $23K | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom | — | — | — | $21K | 0.2% | |
| Fidelity Management Trust Company Janus Henderson Triton Fund | — | — | — | $19K | 0.1% | |
| Fidelity Management Trust Company Principle SmallCap Growth Fund I Class R-6 | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Cohen & Steers Institutional Realty Shares | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company BlackRock 80/20 Target Allocation Fund | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company BlackRock 40/60 Target Allocation Fund | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2070 | — | — | — | $1K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 | — | — | — | $540 | <0.1% |
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