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Original filing (PDF)20250731102515NAL0005889761001
ED NAPLETON OAK LAWN IMPORTS, INC.
Form 5500
FILING_RECEIVED
ED NAPLETON DEALERSHIP GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1,932
Accounts w/ balance
1,939
Plan assets (EOY)
$46.8M
Net assets (EOY)
$46.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ED NAPLETON OAK LAWN IMPORTS, INC..
Plan sponsor
Name
ED NAPLETON OAK LAWN IMPORTS, INC.
EIN
36-3480707
Address
1 OAKBROOK TERRACE · SUITE 600 · OAKBROOK TERRACE, IL · 60181
Phone
(630) 530-3955
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
CASSELL PLAN AUDITS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $101K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $97K | — |
| EMPOWER ADVISORY GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $53K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP | — | STRATHAM, NH | CONTRACT ADMIN | $31K | — |
Investments
31 direct securities · 2 pooled funds· $46.8M(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.
Uncategorized
$46.1M
31 holdings
Common Collective Trust
$725K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.8M | 14.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.2M | 9.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.0M | 8.6% | |
| Empower Annuity Insurance Company of EI Fixed Account | — | — | — | $3.3M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.1M | 6.7% | |
| Fidelity US Bond Index Fund | — | — | — | $2.8M | 6.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.8M | 5.9% | |
| Fidelity Global ex US Index Fund | — | — | — | $2.2M | 4.8% | |
| Vanguard Growth Index Fund | — | — | — | $2.1M | 4.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.0M | 4.2% | |
| American Funds American Funds New Perspective Fund | — | — | — | $1.5M | 3.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 3.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.2M | 2.5% | |
| Janus Henderson Multi-Sector Income Fund | — | — | — | $950K | 2.0% | |
| America * Participants Notes receivable from participants (interest rates | — | — | — | $905K | 1.9% | |
| Baird Core Plus Bond Fund | — | — | — | $902K | 1.9% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $868K | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $771K | 1.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $690K | 1.5% | |
| Fidelity Real Estate Index Fund | — | — | — | $688K | 1.5% | |
| MFS Value Fund | — | — | — | $670K | 1.4% | |
| PGIM Global Total Return Fund | — | — | — | $646K | 1.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $529K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $433K | 0.9% | |
| Allspring Funds Allspring Special Small Cap Value Fund | — | — | — | $348K | 0.7% | |
| BlackRock Funds BlackRock High Yield Bond Portfolio Fund | — | — | — | $303K | 0.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $196K | 0.4% | |
| BlackRock Funds BlackRock Emerging Markets Fund | — | — | — | $194K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $100K | 0.2% | |
| Fidelity Small Cap Growth Fund | — | — | — | $86K | 0.2% | |
| PGIM Jennison Utility Fund | — | — | — | $52K | 0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $48K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $7K | <0.1% |