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Original filing (PDF)20251015091056NAL0008785394001
DAVE WHITE CHEVROLET, INC.
Form 5500
FILING_RECEIVED
DAVE WHITE CHEVROLET SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
115
Accounts w/ balance
140
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund" is 35% of plan.
- 62 bps in Schedule C fees — 113% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVE WHITE CHEVROLET, INC..
Plan sponsor
Name
DAVE WHITE CHEVROLET, INC.
EIN
34-0869041
Address
5880 MONROE STREET · SYLVANIA, OH · 43560
Phone
(419) 885-4444
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TOLEDO | 34-1661757 | — | NONE | $76K | — |
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | NONE | $17K | — |
Investments
22 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $5.2M | 34.9% | |
| Fidelity Contrafund | — | — | — | $2.0M | 13.5% | |
| Vanguard Dividend Growth Investor Fund | — | — | — | $1.3M | 8.6% | |
| Vanguard Equity Income Fund | — | — | — | $1.1M | 7.4% | |
| Vanguard Total Bond Market Index Institutional Fund | — | — | — | $946K | 6.3% | |
| Alger Capital Appreciation Institutional Fund | — | — | — | $674K | 4.5% | |
| Vanguard Developed Markets Index Fund | — | — | — | $551K | 3.7% | |
| Northern Ins Treasury Portfolio | — | — | — | $492K | 3.3% | |
| Fidelity Institutional Small Cap | — | — | — | $293K | 2.0% | |
| Northern Trust Ultra-Short-Term Fixed Income Fund | — | — | — | $251K | 1.7% | |
| Cohen & Steers Institutional Realty Shares Fund | — | — | — | $247K | 1.6% | |
| Northern Trust Short Bond Fund | — | — | — | $229K | 1.5% | |
| Vanguard Price Emerging Market Stock | — | — | — | $223K | 1.5% | |
| T Rowe Price QM Small Cap Growth Fund | — | — | — | $208K | 1.4% | |
| Vanguard Short-Term Federal Admiral Fund | — | — | — | $190K | 1.3% | |
| Northern Trust Core Bond Fund | — | — | — | $188K | 1.3% | |
| Invesco International Growth Fund | — | — | — | $176K | 1.2% | |
| Principal Mid Cap Value Fund | — | — | — | $169K | 1.1% | |
| T Rowe Price Mid Cap Growth Fund | — | — | — | $145K | 1.0% | |
| T Rowe Price International New Asia Fund | — | — | — | $145K | 1.0% | |
| Neuberger Berman Real Estate-I | — | — | — | $118K | 0.8% | |
| Loomis Sayles Strategic Income Class Fund | — | — | — | $76K | 0.5% |