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Original filing (PDF)20251006082910NAL0001925363001
UFTRING CHEVROLET, INC.
Form 5500
FILING_RECEIVED
UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
306
Accounts w/ balance
284
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UFTRING CHEVROLET, INC..
Plan sponsor
Name
UFTRING CHEVROLET, INC.
EIN
37-1120950
Address
1860 WASHINGTON RD · WASHINGTON, IL · 615712114
Phone
(309) 444-3151
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROMOLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT, INC | 37-1388388 | — | INVESTMENT ADVISORY | $64K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Investments
27 direct securities · 2 pooled funds· $29.7M(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
$25.2M
27 holdings
Common Collective Trust
$3.6M
1 holding
Pooled Separate Account
$805K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Explorer Admiral Fund | — | — | $0 | $3.6M | 14.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.6M | 14.4% | |
| Participant Loans | — | — | $0 | $2.8M | 11.0% | |
| Vanguard Div Apprec Idx Adm Fd | — | — | $0 | $2.4M | 9.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $2.0M | 8.1% | |
| PIMCO Inv Gd Credi Bd Instl Fd | — | — | $0 | $1.5M | 5.8% | |
| American Funds AmerMut R6 Fd | — | — | $0 | $1.3M | 5.3% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $1.2M | 4.8% | |
| American Funds Intl Vantage R6 | — | — | $0 | $1.1M | 4.4% | |
| Principal U.S. Property SA-Z | — | — | $0 | $1.1M | 4.3% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.1M | 4.2% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | $0 | $992K | 3.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $983K | 3.9% | |
| Columbia Small Cap Index I2 Fd | — | — | $0 | $805K | 3.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $805K | 3.2% | |
| Columbia Mid Cap Index I2 Fund | — | — | $0 | $786K | 3.1% | |
| JP Morgan Grw Advantage R6 Fd | — | — | $0 | $746K | 3.0% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $697K | 2.8% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $550K | 2.2% | |
| Principal Stable Value Z Fund | — | — | $0 | $329K | 1.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $215K | 0.9% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $202K | 0.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $178K | 0.7% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $171K | 0.7% | |
| John Hancock Disc Val MC R6 Fd | — | — | $0 | $133K | 0.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $130K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $100K | 0.4% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $25K | 0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | — | — | $0 | $148 | <0.1% |
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