Original filing (PDF)20250926162243NAL0014043042001

WEGMANN AUTOMOTIVE USA INC.

Name: WEGMANN AUTOMOTIVE USA INC. — WEGMANN AUTOMOTIVE USA INC. RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: WEGMANN AUTOMOTIVE USA INC.

Form 5500

FILING_RECEIVED

WEGMANN AUTOMOTIVE USA INC. RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Active participants

261

Accounts w/ balance

302

Plan assets (EOY)

$30.0M

Net assets (EOY)

$30.0M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEGMANN AUTOMOTIVE USA INC..

Plan sponsor

Name

WEGMANN AUTOMOTIVE USA INC.

EIN

32-0143950

Address

1715 JOE B JACKSON PARKWAY · MURFREESBORO, TN · 37127

Phone

(615) 893-0643

Industry

Manufacturingsee 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

2025-09-26

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$12K	—

Investments

32 direct securities· $30.0M(100% of reported assets)

Other securities

$27.5M

30 holdings

Cash / Money Market

$2.4M

1 holding

Mutual Funds

$92K

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund K	Other securities	—	—	$6.5M	21.8%
Fidelity Investments Fidelity Freedom 2030 Fund K	Other securities	—	—	$3.0M	10.0%
Vanguard Federal Money Market Investor	Cash / Money Market	—	—	$2.4M	8.0%
Fidelity Investments Fidelity Blue Chip Growth Fund K	Other securities	—	—	$2.4M	7.9%
Touchstone Large Cap Focused Fund	Other securities	—	—	$1.9M	6.4%
Fidelity Investments Fidelity Freedom 2045 Fund K	Other securities	—	—	$1.9M	6.2%
Fidelity Investments Fidelity Freedom 2040 Fund K	Other securities	—	—	$1.5M	5.0%
Fidelity Investments Fidelity Freedom 2035 Fund K	Other securities	—	—	$1.3M	4.3%
Janus Enterprise Janus Henderson Enterprise T Fund	Other securities	—	—	$1.2M	4.1%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$1.1M	3.5%
Fidelity Investments Fidelity Freedom 2050 Fund K	Other securities	—	—	$936K	3.1%
Fidelity Investments Fidelity Balanced Fund K	Other securities	—	—	$750K	2.5%
Fidelity Investments Fidelity Freedom 2055 Fund K	Other securities	—	—	$735K	2.4%
through November 2029; secured by participant account balance -0-	Other securities	—	—	$727K	2.4%
Fidelity Investments Fidelity Select Technology	Other securities	—	—	$682K	2.3%
Fidelity Investments Fidelity Overseas Fund K	Other securities	—	—	$532K	1.8%
Fidelity Investments Fidelity Total Bond Fund	Other securities	—	—	$504K	1.7%
Fidelity Investments Fidelity Freedom 2025 Fund K	Other securities	—	—	$439K	1.5%
Fidelity Investments Fidelity Freedom 2060 Fund K	Other securities	—	—	$349K	1.2%
Fidelity Investments Fidelity Freedom 2065 Fund K	Other securities	—	—	$232K	0.8%
Fidelity Investments Fidelity Government Income Fund	Other securities	—	—	$193K	0.6%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$184K	0.6%
Vertus Ceredex Mid-Cap Value Equity Fund	Other securities	—	—	$183K	0.6%
American Beacon ABF Large Cap Val PA	Mutual Funds	—	—	$92K	0.3%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$75K	0.3%
Fidelity Investments Fidelity International Index Fund	Other securities	—	—	$68K	0.2%
Fidelity Investments Fidelity Freedom 2020 Fund K	Other securities	—	—	$58K	0.2%
Fidelity Investments Fidelity U.S. Bond Index	Other securities	—	—	$58K	0.2%
Fidelity Investments Fidelity Freedom Income Fund K	Other securities	—	—	$40K	0.1%
Fidelity Investments Fidelity Freedom 2070 Fund K	Other securities	—	—	$4K	<0.1%
Fidelity Investments Fidelity Corporate Bond Fund	Other securities	—	—	$3K	<0.1%
Fidelity Investments Fidelity Freedom 2010 Fund K	Other securities	—	—	$1K	<0.1%