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Original filing (PDF)20250804134814NAL0001010353001
ED NAPLETON OAK LAWN IMPORTS, INC.
Form 5500
FILING_RECEIVED
WAYZATA MINNESOTA FIXED OPERATIONS 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
135
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 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
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
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)
3B · Covers self-employed individuals
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
26 direct securities · 2 pooled funds· $5.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.7M
26 holdings
Common Collective Trust
$368K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2025 Fund | — | — | — | $976K | 19.3% | |
| Northern Trust S&P 500 Index Fund | — | — | — | $536K | 10.6% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2050 Fund | — | — | — | $514K | 10.2% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2055 Fund | — | — | — | $467K | 9.2% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2060 Fund | — | — | — | $329K | 6.5% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2030 Fund | — | — | — | $240K | 4.7% | |
| Northern Trust All Country World ex-US Investable Market Index Fund | — | — | — | $223K | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2045 Fund | — | — | — | $222K | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2035 Fund | — | — | — | $222K | 4.4% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $222K | 4.4% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $147K | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2040 Fund | — | — | — | $123K | 2.4% | |
| Northern Trust Russell 2000 Index Fund | — | — | — | $96K | 1.9% | |
| MFS Mid Cap Value Fund | — | — | — | $86K | 1.7% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $80K | 1.6% | |
| Allspring Funds Allspring Special Small Cap Value Fund | — | — | — | $70K | 1.4% | |
| Fidelity Total Bond Fund | — | — | — | $70K | 1.4% | |
| Northern Trust S&P MidCap 400 Index Fund | — | — | — | $63K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2065 Fund | — | — | — | $61K | 1.2% | |
| Northern Trust Aggregate Bond Index Fund | — | — | — | $59K | 1.2% | |
| SSgA Funds State Street Real Asset Fund | — | — | — | $51K | 1.0% | |
| MassMutual Funds MassMutual Mid Cap Growth Fund | — | — | — | $48K | 1.0% | |
| Company, LLC * Participants Notes receivable from participants (interest rates ranging from | — | — | — | $43K | 0.8% | |
| Northern Trust Russell 1000 Growth Index Fund | — | — | — | $42K | 0.8% | |
| Northern Trust Russell 1000 Value Index Fund | — | — | — | $39K | 0.8% | |
| Principal Funds Principal Smallcap Growth Fund | — | — | — | $16K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Blend Select Target 2020 Fund | — | — | — | $6K | 0.1% | |
| Victory Funds Victory Trivalent International Small-Cap Fund | — | — | — | $3K | <0.1% |
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