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Original filing (PDF)20251015092108NAL0008503682001
NAPLETON AUTO WERKS
Form 5500
FILING_RECEIVED
NAPLETON AUTO WERKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
572
Accounts w/ balance
268
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAPLETON AUTO WERKS.
Plan sponsor
Name
NAPLETON AUTO WERKS
EIN
36-4077925
Address
6600 E. RIVERSIDE BOULEVARD · LOVES PARK, IL · 611110000
Phone
(815) 398-0505
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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DAVIDSON PARGMAN & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | FORT WORTH, TX | NONE | $33K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $28K | — |
Investments
22 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.5M | 24.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $1.5M | 10.3% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $1.4M | 9.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.3M | 8.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.1M | 7.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $744K | 5.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $564K | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $530K | 3.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $528K | 3.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $514K | 3.6% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $502K | 3.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $406K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $386K | 2.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $246K | 1.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $239K | 1.7% | |
| iShares Gold Trust ETF iShares 0 | — | — | — | $208K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $205K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $194K | 1.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $178K | 1.2% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $135K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $23K | 0.2% |