Back to filter
Original filing (PDF)20250929150829NAL0015370819001
GENERAL RV CENTERS, INC.
Form 5500
FILING_RECEIVED
GENERAL RV 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
1,769
Accounts w/ balance
1,803
Plan assets (EOY)
$77.4M
Net assets (EOY)
$77.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Aggressive Managed Account Portfolio" is 30% of plan.
- 36 bps in Schedule C fees — 122% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL RV CENTERS, INC..
Plan sponsor
Name
GENERAL RV CENTERS, INC.
EIN
38-1657119
Address
25000 ASSEMBLY PARK · WIXOM, MI · 48393
Phone
(248) 349-0900
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | — | CLARKSTON, MI | INVESTMENT ADVISORS | $146K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $130K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
16 direct securities · 15 pooled funds· $74.4M(96% 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.
Common Collective Trust
$70.2M
15 holdings
Uncategorized
$4.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AGGRESSIVE MANAGED AC PORT MAP GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $22.3M | 28.9% | |
| GROWTH MANAGED AC PORT MAP GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $18.5M | 23.9% | |
| MODERATE MANAGED AC PORT MAP GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $10.8M | 13.9% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 247 | Common Collective Trust | — | — | $5.4M | 7.0% | |
| CONSERVATIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $3.5M | 4.5% | |
| T. ROWE PRICE BLUE CHIP GRTH TR-T6 T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $3.5M | 4.5% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $1.8M | 2.4% | |
| RELIANCE NY LIFE ANCHOR SERIES 1 CL RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| GR GRAY EUROPACIFIC GWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $905K | 1.2% | |
| NT CIT EXTND MKT INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 149 | Common Collective Trust | — | — | $875K | 1.1% | |
| Dodge & Cox International Stock Fund Class X | — | — | — | $791K | 1.0% | |
| INCOME MANAGED AC PORT MAP GREAT GRAY TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $519K | 0.7% | |
| MFS LARGE CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $463K | 0.6% | |
| Charles Schwab Trust Bank Dodge & Cox Income Fund Class X | — | — | — | $399K | 0.5% | |
| Principal Small Cap Growth R6 | — | — | — | $365K | 0.5% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $265K | 0.3% | |
| American Beacon Small Cap Value R6 | — | — | — | $210K | 0.3% | |
| Charles Schwab Trust Bank Money market fund - Schwab Government Money Fund | — | — | — | $209K | 0.3% | |
| PIMCO Income Fund | — | — | — | $145K | 0.2% | |
| NT CIT AGGREGATE BOND INDEX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 151 | Common Collective Trust | — | — | $108K | 0.1% | |
| Vanguard Emerging Markets Index | — | — | — | $99K | 0.1% | |
| Brandywine Global Opp Bond I | — | — | — | $55K | <0.1% | |
| NT CIT ACWI EX-US IMI DC NL T4 GREAT GRAY TRUST · EIN 45-6138589 / PN 204 | Common Collective Trust | — | — | $41K | <0.1% | |
| Policy Number 20911201 | — | — | — | $24K | <0.1% | |
| Policy Number 20911143 | — | — | — | $15K | <0.1% | |
| Allianz Policy Number 20911198 | — | — | — | $10K | <0.1% | |
| Policy Number 20911132 | — | — | — | $9K | <0.1% | |
| Policy Number 21211637 | — | — | — | $8K | <0.1% | |
| Policy Number 21027931 | — | — | — | $7K | <0.1% | |
| Policy Number 21052191 | — | — | — | $5K | <0.1% |
Related plans
Other plans using CAPTRUST INVESTMENT ADVISORS
SERRA AUTOMOTIVE, INC.
SERRA AUTOMOTIVE 401(K) PLAN & TRUST
$150.6M · 2,990 participants
THE NIELLO COMPANY
THE NIELLO COMPANY 401(K) PLAN & TRUST
$65.1M · 633 participants
THE NIELLO COMPANY
THE NIELLO COMPANY 401(K) PLAN & TRUST
$56.1M · 511 participants
JOHN A. BIEWER COMPANY, INC.
JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST
$35.1M · 862 participants
LIBERTY CHEVROLET, INC.
FELDMAN AUTOMOTIVE 401(K) PLAN & TRUST
$32.9M · 870 participants
KIEKERT USA, INC.
KIEKERT USA, INC. 401(K) PLAN
$28.5M · 154 participants
Similar-size Retail Trade plans
ROCKY MOUNTAIN ATV, INC.
ROCKY MOUNTAIN ATV, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$119.8M · 424 participants
LDRV HOLDINGS CORP.
LDRV HOLDINGS CORP. 401(K) PLAN
$34.6M · 1,278 participants
LA MESA RV CENTER, INC.
LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN
$31.8M · 1,087 participants
CAMPERS INN HOLDING CORPORATION
CAMPERS INN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$27.0M · 909 participants
BLUE COMPASS RV, LLC
BLUE COMPASS RV, LLC 401(K) PLAN
$23.4M · 3,064 participants
MIKE THOMPSON RECREATIONAL VEHICLES
MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN
$22.8M · 267 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants