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Original filing (PDF)20250619152536NAL0001876515001
MCKIE FORD LINCOLN, INC & AFFILIATES
Form 5500
FILING_RECEIVED
MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
199
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
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 MCKIE FORD LINCOLN, INC & AFFILIATES.
Plan sponsor
Name
MCKIE FORD LINCOLN, INC & AFFILIATES
EIN
36-3035201
Address
PO BOX 740 · RAPID CITY, SD · 57709
Phone
(605) 348-1400
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KETEL THORSTENSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP | 41-2016508 | — | ADVISOR | $18K | — |
Investments
28 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 R6 | — | — | — | $2.5M | 23.1% | |
| American Funds Target Date 2025 R6 | — | — | — | $2.5M | 22.4% | |
| American Funds Target Date 2050 R6 | — | — | — | $864K | 7.9% | |
| American Funds Target Date 2030 R6 | — | — | — | $761K | 6.9% | |
| Fidelity BrokerageLink | — | — | — | $717K | 6.5% | |
| Large Cap Growth Fund Class R6 | — | — | — | $648K | 5.9% | |
| American Funds Target Date 2040 R6 | — | — | — | $550K | 5.0% | |
| US Equity R6 | — | — | — | $547K | 5.0% | |
| American Funds Target Date 2060 R6 | — | — | — | $323K | 2.9% | |
| American Funds Target Date 2045 R6 | — | — | — | $289K | 2.6% | |
| American Funds Target Date 2055 R6 | — | — | — | $227K | 2.1% | |
| American Funds Target Date 2065 R6 | — | — | — | $154K | 1.4% | |
| Carillon Eagle Mid Cap Growth Fund Class I | — | — | — | $145K | 1.3% | |
| MFS Mid Cap Value R6 | — | — | — | $124K | 1.1% | |
| J H Balanced T | — | — | — | $112K | 1.0% | |
| Participant Notes Receivable | — | — | — | $107K | 1.0% | |
| Fidelity Government Money Market | — | — | — | $72K | 0.7% | |
| Drey GLB Equity Income I | — | — | — | $58K | 0.5% | |
| Fidelity Advisor Small Cap Index Fund | — | — | — | $57K | 0.5% | |
| American Funds Target Date 2015 R6 | — | — | — | $47K | 0.4% | |
| Fidelity Advisor Strategic Income I | — | — | — | $41K | 0.4% | |
| American Funds Target Date 2020 R6 | — | — | — | $37K | 0.3% | |
| Avanstis U.S. Small Cap Value Fund | — | — | — | $36K | 0.3% | |
| American Funds Target Date 2010 R6 | — | — | — | $29K | 0.3% | |
| Fidelity Advisor 500 Index | — | — | — | $24K | 0.2% | |
| Eaton Vance Large-Cap Value I | — | — | — | $13K | 0.1% | |
| Fidelity Advisor High Income Advantage Fund I | — | — | — | $2K | <0.1% | |
| Putnam Small Cap Growth Fund Class R6 | — | — | — | $1K | <0.1% |