Back to filter
Original filing (PDF)20250912151615NAL0000887187001
JEFF SCHMITT AUTO GROUP, INC.
Form 5500
FILING_RECEIVED
JEFF SCHMITT AUTO GROUP, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
308
Accounts w/ balance
151
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF SCHMITT AUTO GROUP, INC..
Plan sponsor
Name
JEFF SCHMITT AUTO GROUP, INC.
EIN
31-0515803
Address
PO BOX 152 · FAIRBORN, OH · 45324
Phone
(937) 878-3471
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
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BRADY WARE & SCHOENFELD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | 31-1585572 | KETTERING, OH | TPA | $13K | — |
Investments
25 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Target date fund # | — | — | — | $1.5M | 17.5% | |
| American Funds 2045 Target Date Retirement Fund Target date fund # | — | — | — | $1.3M | 15.6% | |
| American Funds 2035 Target Date Retirement Fund Target date fund # | — | — | — | $1.1M | 13.3% | |
| American Funds 2050 Target Date Retirement Fund Target date fund # | — | — | — | $1.0M | 11.8% | |
| American Funds 2040 Target Date Retirement Fund Target date fund # | — | — | — | $965K | 11.3% | |
| American Funds 2025 Target Date Retirement Fund Target date fund # | — | — | — | $737K | 8.7% | |
| American Funds 2055 Target Date Retirement Fund Target date fund # | — | — | — | $677K | 8.0% | |
| American Funds Growth Fund of America Fund Blended fund # | — | — | — | $188K | 2.2% | |
| American Funds 2065 Target Date Retirement Fund Target date fund # | — | — | — | $175K | 2.1% | |
| Investments in registered investment companies * American Funds 2010 Target Date Retirement Fund Target date fund # | — | — | — | $137K | 1.6% | |
| American Funds 2060 Target Date Retirement Fund Target date fund # | — | — | — | $112K | 1.3% | |
| Investments in registered investment companies - continued * American Funds New Economy Fund Growth fund # | — | — | — | $109K | 1.3% | |
| American Funds Washington Mutual Fund Blended fund # | — | — | — | $99K | 1.2% | |
| American Funds AMCAP Fund Growth fund # | — | — | — | $72K | 0.8% | |
| Money market fund * American Funds US Govt Money Market Fund Money market fund # | — | — | — | $53K | 0.6% | |
| American Funds American Balanced Fund Balanced fund # | — | — | — | $49K | 0.6% | |
| American Funds Investment Co. of America Fund Blended fund # | — | — | — | $36K | 0.4% | |
| American Funds Global Growth Port Fund Blended fund # | — | — | — | $30K | 0.4% | |
| American Funds Small-Cap World Fund Small-cap fund # | — | — | — | $27K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund Target date fund # | — | — | — | $25K | 0.3% | |
| American Funds American High-Income Tr Fund Bond fund # 7 * American Funds American Mutual Fund Large-cap fund # | — | — | — | $24K | 0.3% | |
| American Funds Fundamental Investment Fund Blended fund # | — | — | — | $21K | 0.3% | |
| American Funds Europacific Growth Fund Growth fund # | — | — | — | $10K | 0.1% | |
| American Funds New World Fund Blended fund # | — | — | — | $7K | <0.1% | |
| American Funds Income Fund of America Fund Blended fund # | — | — | — | $5K | <0.1% |