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Original filing (PDF)20251014130901NAL0005982210001
CAPITOL CITY FORD INC.
Form 5500
FILING_RECEIVED
BOB THOMAS DEALERSHIPS 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
265
Accounts w/ balance
193
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITOL CITY FORD INC..
Plan sponsor
Name
CAPITOL CITY FORD INC.
EIN
35-1606784
Address
8623 E WASHINGTON ST · INDIANAPOLIS, IN · 46219
Phone
(317) 472-3803
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKEART LLP | 56-0574444 | INDIANAPOLIS, IN | NONE | $11K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | NONE | $3K | — |
Investments
41 direct securities · 1 pooled fund· $32.0M(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.
Uncategorized
$16.7M
41 holdings
Pooled Separate Account
$15.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $15.3M | 91.6% | |
| Goldmansachs Tech Opps Inst Mutual Fund # | — | — | — | $2.6M | 15.8% | |
| Amerfds Grth FD Of America R4 Mutual Fund # | — | — | — | $2.3M | 13.8% | |
| AUL Stable Value Account Guaranteed Investment Contract # | — | — | — | $1.1M | 6.6% | |
| Amerfds Fdamental Invs R4 Mutual Fund # | — | — | — | $1.0M | 6.2% | |
| Nuveen Lifecycle Idx 2030 Ret Mutual Fund # | — | — | — | $980K | 5.9% | |
| Nuveen Lifecycle Idx 2040 Ret Mutual Fund # | — | — | — | $955K | 5.7% | |
| Amerfds American Balanced R4 Mutual Fund # | — | — | — | $915K | 5.5% | |
| Nuveen Lifecycle Idx 2045 Ret Mutual Fund # | — | — | — | $767K | 4.6% | |
| Nuveen Lifecycle Idx 2025 Ret Mutual Fund # | — | — | — | $750K | 4.5% | |
| Nuveen Lifecycle Idx 2035 Ret Mutual Fund # | — | — | — | $582K | 3.5% | |
| Nuveen Lifecycle Idx 2050 Ret Mutual Fund # | — | — | — | $566K | 3.4% | |
| Invesco Main St Mid Cap Y Mutual Fund # | — | — | — | $545K | 3.3% | |
| PIMCO Income Adm Mutual Fund # | — | — | — | $485K | 2.9% | |
| Invesco Global Ops Y Mutual Fund # | — | — | — | $448K | 2.7% | |
| Thornburg Ltd-Term Inc R5 Mutual Fund # | — | — | — | $314K | 1.9% | |
| Nuveen Lifecycle Idx 2055 Ret Mutual Fund # | — | — | — | $275K | 1.6% | |
| Amerfds Eupac R4 Mutual Fund # | — | — | — | $272K | 1.6% | |
| Blackrck Eqty Idx Cl31 Mutual Fund # | — | — | — | $262K | 1.6% | |
| Participant Loans (interest rate range 4.25%-9.50%) 0 | — | — | — | $246K | 1.5% | |
| Amerfds Washington Mutual R4 Mutual Fund # | — | — | — | $177K | 1.1% | |
| Nuveen Lifecycle Idx 2060 Ret Mutual Fund # | — | — | — | $153K | 0.9% | |
| State St S&P 500 Indx CL F Mutual Fund # | — | — | — | $147K | 0.9% | |
| Lord Abbett Total Return R5 Mutual Fund # | — | — | — | $120K | 0.7% | |
| Nuveen Lifecycle Idx 2015 Ret Mutual Fund # 218 Nuveen Lifecycle Idx 2020 Ret Mutual Fund # | — | — | — | $113K | 0.7% | |
| Fidelity Adv Smcap A Mutual Fund # | — | — | — | $107K | 0.6% | |
| Blackrck Russell 1000Idx Cl31 Mutual Fund # | — | — | — | $90K | 0.5% | |
| VICTORY PIONEER SELECT MID CAP MUTUAL FUND SHARES 0 | — | — | — | $77K | 0.5% | |
| Pgim High-Yield Z Mutual Fund # | — | — | — | $55K | 0.3% | |
| State St Intl Indx CL I Mutual Fund # | — | — | — | $48K | 0.3% | |
| Blackrck EM Mkts Eqty Idx Cl31 Mutual Fund # | — | — | — | $38K | 0.2% | |
| Nuveen Lifecycle Idx 2065 Ret Mutual Fund # | — | — | — | $22K | 0.1% | |
| Amercent Infl-Adj Bond A Mutual Fund # | — | — | — | $22K | 0.1% | |
| Blackrck Russell 2000Idx Cl31 Mutual Fund # | — | — | — | $17K | 0.1% | |
| Nuveen Lifecycle Idx 2010 Ret Mutual Fund # | — | — | — | $8K | <0.1% | |
| Invesco Intl Bond Y Mutual Fund # | — | — | — | $8K | <0.1% | |
| Blackrck US Debt Idx Cl31 Mutual Fund # | — | — | — | $6K | <0.1% | |
| Amercent Smcap Val Inv Mutual Fund # | — | — | — | $6K | <0.1% | |
| Jan Hen Triton A Mutual Fund # | — | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Idx Inc Ret Mutual Fund # | — | — | — | $4K | <0.1% | |
| Blackrck Midcap Eqty Idx Cl31 Mutual Fund # | — | — | — | $4K | <0.1% | |
| Blackrck Eafe Eqty Idx Cl31 Mutual Fund # | — | — | — | $2K | <0.1% |