Back to filter
Original filing (PDF)20250929095447NAL0004955619001
ROBERT LOQUERCIO ENTERPRISES DBA ELGIN TOYOTA
Form 5500
FILING_RECEIVED
BOB LOQUERCIO AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
779
Accounts w/ balance
1,126
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT LOQUERCIO ENTERPRISES DBA ELGIN TOYOTA.
Plan sponsor
Name
ROBERT LOQUERCIO ENTERPRISES DBA ELGIN TOYOTA
EIN
36-4097417
Address
1600 W. LAKE STREET · STREAMWOOD, IL · 60107
Phone
(224) 238-4141
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
2025-09-29
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER COOPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $539 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | 39-1974154 | MILWAUKEE, WI | CONTRACT ADMIN | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MG MT | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using BLUE CHIP RETIREMENT PLANS, INC.
FOREFRONT DERMATOLOGY, S.C.
FOREFRONT DERMATOLOGY 401(K) PLAN
$131.2M · 2,516 participants
C.G. BRETTING MANUFACTURING COMPANY, INC.
C.G. BRETTING MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN
$83.6M · 295 participants
SOFTWARE ONE, INC.
SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN
$51.0M · 396 participants
IN-PLACE MACHINING COMPANY, LLC
IN-PLACE MACHINING COMPANY 401(K) PLAN
$44.3M · 424 participants
NORD GEAR CORPORATION
NORD GEAR CORPORATION 401(K) PROFIT SHARING PLAN
$42.2M · 505 participants
C.G. BRETTING MANUFACTURING COMPANY, INC.
C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN
$33.7M · 162 participants
Similar-size Retail Trade plans
TC CHEVROLET, INC.
TC CHEVROLET, INC. 401(K) SAVINGS PLAN
$14.7M · 166 participants
BRONDES FORD, INC.
BRONDES FORD 401(K) PLAN
$14.7M · 244 participants
R1 MOTORS, INC.
RAFIH USA 401(K) PLAN
$14.8M · 328 participants
DON JACOBS IMPORTS, INC.
DON JACOBS ORGANIZATION RETIREMENT PLAN
$14.6M · 197 participants
JOHN H. FIRMAGE, INC.
JOHN H. FIRMAGE, INC. 401(K) PLAN
$14.6M · 221 participants
CAPCO SALES, INC.
MUNGENAST LEXUS OF ST. LOUIS 401(K) RETIREMENT PLAN
$14.8M · 84 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B