Original filing (PDF)20250815154640NAL0013008704001

PRESTON CHEVROLET-CARDILLAC INC.

Name: PRESTON CHEVROLET-CARDILLAC INC. — PRESTON CHEVROLET-CADILLAC INC. 401(K) PLAN, Form 5500 (2024)
Creator: PRESTON CHEVROLET-CARDILLAC INC.

Form 5500

FILING_RECEIVED

PRESTON CHEVROLET-CADILLAC INC. 401(K) PLAN

401(k) retirement plan

Active participants

172

Accounts w/ balance

227

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESTON CHEVROLET-CARDILLAC INC..

Plan sponsor

Name

PRESTON CHEVROLET-CARDILLAC INC.

EIN

34-1715009

Address

13600 WEST CENTER STREET · BURTON, OH · 44021

Phone

(440) 834-9700

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

2025-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$28K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICE	81-3968784	—	NONE	$33K	—

Investments

43 direct securities · 1 pooled fund· $14.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$13.1M

42 holdings

Common Collective Trust

$1.0M

1 holding

Participant loans

$345K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$2.4M	16.2%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$2.0M	13.8%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$1.2M	8.4%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$1.0M	7.1%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$1.0M	7.0%
MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125	Common Collective Trust	—	—	$1.0M	6.9%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$745K	5.1%
Vanguard Total Stock Market Index Adm Vanguard 0	Other securities	—	—	$517K	3.6%
Vanguard LifeStrategy Growth Inv Vanguard 0	Other securities	—	—	$378K	2.6%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$346K	2.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$345K	2.4%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$341K	2.4%
Vanguard Developed Mkts Index Adm Vanguard 0	Other securities	—	—	$312K	2.2%
ClearBridge Large Cap Growth IS Legg Mason 0	Other securities	—	—	$289K	2.0%
Vanguard LifeStrategy Income Inv Vanguard 0	Other securities	—	—	$256K	1.8%
Vanguard LifeStrategy Moderate Gr Inv Vanguard 0	Other securities	—	—	$216K	1.5%
MassMutual Mid Cap Growth I MassMutual 0	Other securities	—	—	$194K	1.3%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$188K	1.3%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$160K	1.1%
Goldman Sachs Sm Cap Gr Insights R6 Goldman Sachs 0	Other securities	—	—	$154K	1.1%
Goldman Sachs Intl Sm Cap Insights R6 Goldman Sachs 0	Other securities	—	—	$145K	1.0%
Invesco Oppy Intl Growth R6 Invesco 0	Other securities	—	—	$128K	0.9%
Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0	Other securities	—	—	$125K	0.9%
American Beacon Small Cap Value R5 American Beacon 0	Other securities	—	—	$117K	0.8%
Nuveen Small Cap Blend Index R6 Nuveen 0	Other securities	—	—	$112K	0.8%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$111K	0.8%
TCW MetWest Total Return Bond Plan TCW MetWest 0	Other securities	—	—	$92K	0.6%
Eaton Vance Floating-Rate Advantage I Eaton Vance 0	Other securities	—	—	$91K	0.6%
Vanguard Interm-Term Bond Index Inv Vanguard 0	Other securities	—	—	$80K	0.6%
Lord Abbett High Yield R6 Lord Abbett 0	Other securities	—	—	$76K	0.5%
Vanguard LifeStrategy Consv Growth Inv Vanguard 0	Other securities	—	—	$54K	0.4%
AB Bond Inflation Strategy Adv Alliance Bernstein 0	Other securities	—	—	$52K	0.4%
PIMCO Income Instl PIMCO 0	Other securities	—	—	$50K	0.3%
DFA Global Real Estate Securities DFA 0	Other securities	—	—	$46K	0.3%
American Beacon Man Large Cap Value R5 American Beacon 0	Other securities	—	—	$38K	0.3%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$26K	0.2%
BNY Mellon Natural Resources I BNY Mellon 0	Other securities	—	—	$26K	0.2%
Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$15K	0.1%
Pear Tree Polaris Foreign Val Instl Pear Tree 0	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$10K	<0.1%
American Century Utilities Inv American Century 0	Other securities	—	—	$6K	<0.1%
T. Rowe Price Global Multi-Sect I T. Rowe Price 0	Other securities	—	—	$5K	<0.1%
Nuveen Global Infrastructure R6 Nuveen 0	Other securities	—	—	$4K	<0.1%
Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$4K	<0.1%