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Original filing (PDF)20251017082907NAL0003665875001
GOAUTO MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
GOAUTO MANAGEMENT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
368
Accounts w/ balance
223
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
37 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
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOAUTO MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
GOAUTO MANAGEMENT SERVICES, LLC
EIN
26-4663325
Address
533 HIGHLANDIA DRIVE · SUITE A · BATON ROUGE, LA · 70810
Phone
(225) 926-7000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-17
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $10K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISORY | $0 | — |
| NFP INSURANCE SERVICES INC | — | AUSTIN, TX | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1396122 | KENNER, LA | TPA | $5K | — |
Investments
37 direct securities· $3.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Company AmFds 2035 TrgtDtRtrmt R6 | — | — | — | $400K | 11.0% | |
| Nationwide Life Insurance Company AmFds 2045 TrgtDtRtrmt R6 | — | — | — | $347K | 9.6% | |
| Nationwide Life Insurance Company AB LgCap Gr I | — | — | — | $331K | 9.1% | |
| Nationwide Life Insurance Company AmFds 2025 TrgtDtRtrmt R6 | — | — | — | $328K | 9.0% | |
| Nationwide Life Insurance Company AmFds 2040 TrgtDtRtrmt R6 | — | — | — | $264K | 7.3% | |
| Nationwide Life Insurance Company Vngrd Eq Inc Adml | — | — | — | $230K | 6.3% | |
| Nationwide Life Insurance Company AmFds Rtrmt Inc Enhcd R6 | — | — | — | $153K | 4.2% | |
| Nationwide Life Insurance Company Participant Loans | — | — | — | $143K | 3.9% | |
| Nationwide Life Insurance Company AmFds 2030 TrgtDtRtrmt R6 | — | — | — | $126K | 3.5% | |
| Nationwide Life Insurance Company Vngrd Gr Indx Adml | — | — | — | $120K | 3.3% | |
| Nationwide Life Insurance Company AmFds 2050 TrgtDtRtrmt R6 | — | — | — | $119K | 3.3% | |
| Nationwide Life Insurance Company AmFds 2055 TrgtDtRtrmt R6 | — | — | — | $117K | 3.2% | |
| Nationwide Life Insurance Company Vngrd Mid-Cap Idx Fd AS | — | — | — | $115K | 3.2% | |
| Nationwide Life Insurance Company DE Ivy SmCap Gr R6 | — | — | — | $99K | 2.7% | |
| Nationwide Life Insurance Company Vngrd Ttl StMkt Indx Fd AS | — | — | — | $77K | 2.1% | |
| Nationwide Life Insurance Company NW FXD SEL OPTN | — | — | — | $75K | 2.1% | |
| Nationwide Life Insurance Company Vngrd 500 Index Fd AS | — | — | — | $72K | 2.0% | |
| Nationwide Life Insurance Company AmFds Fdmntl Inv R6 | — | — | — | $66K | 1.8% | |
| Nationwide Life Insurance Company PGIM Ttl Rtn Bd R6 | — | — | — | $65K | 1.8% | |
| Nationwide Life Insurance Company AmFds Cap Wld Gr Inc R6 | — | — | — | $61K | 1.7% | |
| Nationwide Life Insurance Company Fed Hrms Gov Oblgtns Prmr | — | — | — | $50K | 1.4% | |
| Nationwide Life Insurance Company AmFds EuroPacfc Gr R6 | — | — | — | $49K | 1.4% | |
| Nationwide Life Insurance Company AmFds Am Bal R6 | — | — | — | $43K | 1.2% | |
| Nationwide Life Insurance Company AmFds 2065 TrgtDtRtrmt R6 | — | — | — | $25K | 0.7% | |
| Nationwide Life Insurance Company JPM Intl Val R5 | — | — | — | $23K | 0.6% | |
| Nationwide Life Insurance Company PGIM Hi Yld Z | — | — | — | $18K | 0.5% | |
| Nationwide Life Insurance Company Vngrd Sm Cap Inc Fd AS | — | — | — | $16K | 0.4% | |
| Nationwide Life Insurance Company MFS MdCap Gr R6 | — | — | — | $14K | 0.4% | |
| Nationwide Life Insurance Company Virtus NFJ MdCapVal Inst | — | — | — | $13K | 0.4% | |
| Nationwide Life Insurance Company Invsco RealEst Y | — | — | — | $11K | 0.3% | |
| Nationwide Life Insurance Company Virtus NFJ SmCap Val Inst | — | — | — | $10K | 0.3% | |
| Nationwide Life Insurance Company AmFds 2060 TrgtDtRtrmt R6 | — | — | — | $10K | 0.3% | |
| Nationwide Life Insurance Company AmCent Emrg Mkt R6 | — | — | — | $9K | 0.2% | |
| Nationwide Life Insurance Company PIMCO Real Rtn Inst | — | — | — | $4K | 0.1% | |
| Nationwide Life Insurance Company AmFds 2020 TrgtDtRtrmt R6 | — | — | — | $2K | <0.1% | |
| Nationwide Life Insurance Company Vngrd Ttl IntlStkIndx Adml | — | — | — | $1K | <0.1% | |
| Nationwide Life Insurance Company PGIM Hi Yld R6 | — | — | — | $1K | <0.1% |
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