How big is Lockhart Automotive Group, Inc.'s plan?

Lockhart Automotive Group, Inc.'s plan reported $6.7M in assets and 177 participants for 2024.

Original filing (PDF)20251013130026NAL0001275617001

Lockhart Automotive Group, Inc.

Name: Lockhart Automotive Group, Inc. — Lockhart Automotiv, Form 5500 (2024)
Creator: Lockhart Automotive Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lockhart Automotive Group 401(k) Profit Sharing Plan

401(k) retirement plan · Lockhart Automotive Group, Inc.'s Lockhart Automotive Group 401(k) Profit Sharing Plan held $6.7M in plan assets for 177 participants in 2024.

Signals · 3

Corrective distributions issuedHigh average account balanceNo recordkeeper disclosed

Active participants

177

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.6M

Plan identifiers

Lockhart Automotive Group, Inc.'s EIN is 35-1284797.

EIN 35-1284797

Plan number 001

Plan year 2024

ACK ID 20251013130026NAL0001275617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lockhart Automotive Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lockhart Automotive Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

High average account balance (93rd percentile).

Plan sponsor

Name

LOCKHART AUTOMOTIVE GROUP, INC.

EIN

all filings

Address

9265 E. 126TH STREET · FISHERS, IN · 46038

Phone

(317) 577-1551

Industry

Retail Trade

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

2025-10-13

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

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LJI WEALTH MANAGEMENT, LLC	26-0237809	INDIANAPOLIS, IN	ADVISOR	$19K	—

Investments

34 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$3.2M

21 holdings

Common Collective Trusts

$2.6M

5 holdings

Other securities

$879K

7 holdings

Common Stocks

$27K

1 holding

					% of plan
Vanguard Short-Term Bond Index Fund Adm	Common Collective Trusts	—	—	$1.2M	17.3%
Fidelity 500 Index	Common Collective Trusts	—	—	$1.1M	16.3%
Vanguard Val Indx Adml	Mutual Funds	—	—	$708K	10.6%
Vanguard Growth Index Adm	Mutual Funds	—	—	$697K	10.5%
USAA Nasdaq 100 Index	Other securities	—	—	$681K	10.2%
Fidelity Smcap Indx	Mutual Funds	—	—	$593K	8.9%
Vanguard Midcap Value Index Adm	Mutual Funds	—	—	$333K	5.0%
Vanguard Small Cap Value Index Fund Adm	Common Collective Trusts	—	—	$276K	4.1%
Vanguard Target Retirement 2035 Fund Inv	Mutual Funds	—	—	$238K	3.6%
Vanguard Total Bond Market Ldx Adm	Mutual Funds	—	—	$171K	2.6%
Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$93K	1.4%
Vanguard Target Retirement Income Fund Inv	Mutual Funds	—	—	$73K	1.1%
Vanguard Target Retirement 2025 Fund Inv	Mutual Funds	—	—	$71K	1.1%
Hartford Growth Opportunity R6	Other securities	—	—	$56K	0.8%
T. Rowe Price Capital Appreciation Fund	Other securities	—	—	$45K	0.7%
ClearBridge Large Cap Value Fund	Other securities	—	—	$44K	0.7%
Vanguard Target Retirement 2060 Fund Inv	Mutual Funds	—	—	$44K	0.7%
Vanguard Wellington Fund Inv	Mutual Funds	—	—	$43K	0.6%
Baron Small Cap	Other securities	—	—	$42K	0.6%
Vanguard Target Retirement 2045 Fund Inv	Mutual Funds	—	—	$37K	0.6%
Principal MidCap S&P 400 Index Fund Instl	Common Collective Trusts	—	—	$34K	0.5%
Vanguard Small-Cap Growth Index Fund Adm	Common Collective Trusts	—	—	$28K	0.4%
DFA International Core Equity Portfolio Instl	Mutual Funds	—	—	$27K	0.4%
Nationwide Life Insurance Company	Common Stocks	—	—	$27K	0.4%
Vanguard Target Retirement 2040 Fund Inv	Mutual Funds	—	—	$20K	0.3%
DFA Emerging Markets Core Equity Portfolio Instl	Mutual Funds	—	—	$11K	0.2%
Federated Hermes Government Obligations	Other securities	—	—	$10K	0.1%
Vanguard Target Retirement 2030 Fund Inv	Mutual Funds	—	—	$7K	0.1%
DFA Real Estate Securities Portfolio Instl	Mutual Funds	—	—	$6K	<0.1%
Vanguard Target Retirement 2065 Fund Inv	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement 2050 Fund Inv	Mutual Funds	—	—	$2K	<0.1%
Lazard Intl Strat Eq Inst	Other securities	—	—	$2K	<0.1%
Vanguard Target Retirement 2055 Fund Inv	Mutual Funds	—	—	$2K	<0.1%
Fidelity Emrg Mkt Indx	Mutual Funds	—	—	$1K	<0.1%