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Original filing (PDF)20250926093917NAL0003928211001
WILLOWBROOK FORD, INC.
Form 5500
FILING_RECEIVED
WILLOWBROOK FORD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
164
Accounts w/ balance
140
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
21 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLOWBROOK FORD, INC..
Plan sponsor
Name
WILLOWBROOK FORD, INC.
EIN
36-3063579
Address
7301 S. KINGERY HIGHWAY · WILLOWBROOK, IL · 60527
Phone
(630) 986-5000
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
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
SELDEN FOX, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHEASTERN EMPLOYEE BENEFIT SERVI | 20-5923747 | — | TPA | $2K | — |
Investments
2 direct securities · 21 pooled funds· $10.4M(100% 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.
Pooled Separate Account
$7.8M
21 holdings
Uncategorized
$2.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company Transamerica Stable Value Core Account | — | — | — | $2.5M | 23.8% | |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $1.8M | 17.6% | |
| MFS MASSACHUSETTS INVS GR STOCK RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $1.2M | 11.8% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $549K | 5.3% | |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 956 | Pooled Separate Account | — | — | $448K | 4.3% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $363K | 3.5% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $361K | 3.5% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $310K | 3.0% | |
| AMERICAN FDS AMERICAN MUTUAL RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $307K | 2.9% | |
| AMERICAN FDS NEW PERSPECTIVE RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $297K | 2.8% | |
| VIRTUS NFJ MID-CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 094 | Pooled Separate Account | — | — | $290K | 2.8% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $271K | 2.6% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $266K | 2.5% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $266K | 2.5% | |
| STATE STREET RUSSELL SM CP IDX RT A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $241K | 2.3% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $210K | 2.0% | |
| VOYA INTERMED BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 127 | Pooled Separate Account | — | — | $191K | 1.8% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $176K | 1.7% | |
| with maturity dates ranging from 01/10/2025 through 07/28/2046 | — | — | — | $144K | 1.4% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $100K | 1.0% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $43K | 0.4% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $18K | 0.2% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
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