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Original filing (PDF)20251015135228NAL0006309792001
DAN WOLF AUTOMOTIVE GROUP
Form 5500
FILING_RECEIVED
DAN WOLF AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
207
Accounts w/ balance
228
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAN WOLF AUTOMOTIVE GROUP.
Plan sponsor
Name
DAN WOLF AUTOMOTIVE GROUP
EIN
36-2720208
Address
1488 OGDEN AVENUE · NAPERVILLE, IL · 60540
Phone
(630) 357-1578
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
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
WOODWARD & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | ADVISOR INVES TMENT MA | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTION GROUP | 02-2668095 | — | THIRD PARTY A DMINISTRATO | $8K | — |
Investments
1 direct security · 1 pooled fund· $1.4M(8% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$697K
1 holding
Master Trust
$697K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PUTNAM STABLE VALUE FUND (extraction pending)] | — | — | — | $697K | 4.0% | |
| PUTNAM FIDUCIARY TRUST COMPANY, LLC JOHN HANCOCK ENTERPRISES · EIN 04-3159710 / PN 202 | Master Trust | — | — | $697K | 4.0% |
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