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Original filing (PDF)20251014153313NAL0004396816001

SCHEPEL BUICK GMC, INC.

Form 5500
FILING_RECEIVED
SCHEPEL BUICK GMC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
158
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 46 bps in Schedule C fees — 59% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHEPEL BUICK GMC, INC..
Plan sponsor
Name
SCHEPEL BUICK GMC, INC.
EIN
35-1173513
Address
3209 WEST LINCOLN HIGHWAY · MERRILLVILLE, IN · 46410
Phone
(219) 769-6381
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576—NONE$45K—
FIRST FINANCIAL BANK31-0308605—NONE$44K—
CHARLES SCHWAB TRUST COMPANY42-1558009—NONE$7K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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