Original filing (PDF)20250929140316NAL0017983746001

JEFF WYLER AUTOMOTIVE FAMILY, INC.

Name: JEFF WYLER AUTOMOTIVE FAMILY, INC. — JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: JEFF WYLER AUTOMOTIVE FAMILY, INC.

Form 5500

FILING_RECEIVED

JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

1,506

Accounts w/ balance

1,627

Plan assets (EOY)

$60.9M

Net assets (EOY)

$60.9M

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF WYLER AUTOMOTIVE FAMILY, INC..

Plan sponsor

Name

JEFF WYLER AUTOMOTIVE FAMILY, INC.

EIN

31-0842514

Address

401 MILFORD PARKWAY, SUITE A · MILFORD, OH · 45150

Phone

(513) 752-7450

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$69K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL, LLC	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$65K	—

Investments

25 direct securities· $60.7M(100% of reported assets)

Other securities

$56.2M

23 holdings

Cash / Money Market

$2.5M

1 holding

Common Stock

$2.0M

1 holding

					% of plan
American Funds 2045 Target Date Fund Mutual Fund	Other securities	—	—	$5.8M	9.5%
American Funds 2050 Target Date Fund Mutual Fund	Other securities	—	—	$5.4M	8.9%
T. Rowe Price Blue Chip Growth Adv Mutual Fund	Other securities	—	—	$5.4M	8.8%
American Funds American Balanced Mutual Fund	Other securities	—	—	$5.3M	8.8%
American Funds 2055 Target Date Fund Mutual Fund	Other securities	—	—	$4.3M	7.1%
American Funds 2040 Target Date Fund Mutual Fund	Other securities	—	—	$3.4M	5.6%
American Funds 2030 Target Date Fund Mutual Fund	Other securities	—	—	$3.0M	5.0%
T. Rowe Price U.S Equity Research Adv Mutual Fund	Other securities	—	—	$2.8M	4.6%
Hartford Dividend & Growth Mutual Fund	Other securities	—	—	$2.7M	4.4%
American Funds US Government Money Market Mutual Fund	Cash / Money Market	—	—	$2.5M	4.1%
Federated Hermes Kaufmann Small Cap FD A Mutual Fund	Other securities	—	—	$2.4M	4.0%
American Funds 2035 Target Date Fund Mutual Fund	Other securities	—	—	$2.4M	3.9%
American Funds 2025 Target Date Fund Mutual Fund	Other securities	—	—	$2.2M	3.6%
American Funds 2060 Target Date Fund Mutual Fund	Other securities	—	—	$2.2M	3.6%
Victory Sycamore Small Co. Opp. A Mutual Fund	Common Stock	—	—	$2.0M	3.3%
Notes receivable from participants Interest rates ranging from $-	Other securities	—	—	$1.9M	3.1%
American Funds Europacific GR Mutual Fund	Other securities	—	—	$1.8M	3.0%
Eaton Vance Atlanta Capital Smid-Cap A Mutual Fund	Other securities	—	—	$1.6M	2.7%
American Funds Bond Fund of America Mutual Fund	Other securities	—	—	$1.1M	1.8%
American Funds 2065 Target Date Fund Mutual Fund	Other securities	—	—	$948K	1.6%
American Funds New World Fund Mutual Fund	Other securities	—	—	$548K	0.9%
American Funds US Government SEC Mutual Fund	Other securities	—	—	$340K	0.6%
American Funds 2020 Target Date Fund Mutual Fund	Other securities	—	—	$277K	0.5%
American Funds 2010 Target Date Fund Mutual Fund	Other securities	—	—	$204K	0.3%
American Funds 2015 Target Date Fund Mutual Fund	Other securities	—	—	$146K	0.2%