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Original filing (PDF)20251015150334NAL0005232193001
EXPRESSWAY DODGE, INC.
Form 5500
FILING_RECEIVED
EXPRESSWAY DODGE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
237
Accounts w/ balance
228
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESSWAY DODGE, INC..
Plan sponsor
Name
EXPRESSWAY DODGE, INC.
EIN
35-1816102
Address
5531 E. INDIANA STREET · EVANSVILLE, IN · 47715
Phone
(812) 484-8854
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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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)
Audit & trust (Schedule H)
Auditor
WEINZAPFEL & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | 35-1729164 | — | ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINZAPFEL AND COMPANY, LLC | 35-2152081 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
28 direct securities· $22.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market | — | — | — | $3.2M | 14.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.2M | 14.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.5M | 11.3% | |
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $2.5M | 11.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.4M | 10.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.5M | 6.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.4M | 6.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.4M | 6.2% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $882K | 3.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $589K | 2.6% | |
| Dodge & Cox Income Fund X | — | — | — | $527K | 2.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $412K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $286K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $243K | 1.1% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $201K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $172K | 0.8% | |
| ClearBridge Large Cap Value Fund Class I | — | — | — | $168K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $141K | 0.6% | |
| Janus Henderson Enterprise Fund Class T | — | — | — | $128K | 0.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $112K | 0.5% | |
| Hartford Schroders International Stock Fund | — | — | — | $93K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $85K | 0.4% | |
| Driehaus Emerging Markets Growth Fund | — | — | — | $77K | 0.3% | |
| American Century Small Cap Growth Fund R6 | — | — | — | $57K | 0.3% | |
| Fidelity Real Estate Index Fund | — | — | — | $50K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral | — | — | — | $30K | 0.1% | |
| Fidelity Small Cap Value Fund | — | — | — | $25K | 0.1% | |
| Victory Sycamore Established Value Fund | — | — | — | $22K | <0.1% |
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