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Original filing (PDF)20251014134407NAL0004131072001
SHAHEEN AUTOMOTIVE GROUP, INC.
Form 5500
FILING_RECEIVED
SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
517
Accounts w/ balance
561
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAHEEN AUTOMOTIVE GROUP, INC..
Plan sponsor
Name
SHAHEEN AUTOMOTIVE GROUP, INC.
EIN
38-1941335
Address
632 AMERICAN ROAD · LANSING, MI · 48911
Phone
(517) 394-0330
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
ANDREWS, HOOPER & PAVLIK, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| LINCOLN FINANCIAL GROUP | 35-1140070 | — | CONTRACT ADMINISTRATOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Investments
14 direct securities · 4 pooled funds· $26.2M(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
$23.2M
14 holdings
Pooled Separate Account
$2.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option N/A | — | — | — | $6.2M | 24.3% | |
| Fidelity Investments Fidelity Advisor Total Bond Z Fund N/A | — | — | — | $5.0M | 19.5% | |
| Fidelity Investments Fidelity International Index Fund N/A | — | — | — | $3.5M | 13.6% | |
| Schwab Funds Schwab Fundamental U.S. Large Company Index Fund N/A | — | — | — | $2.5M | 9.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.3M | 9.2% | |
| Schwab Funds Schwab S&P 500 Index Fund N/A | — | — | — | $1.8M | 7.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | — | — | — | $701K | 2.7% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Value Portfolio Institutional Class N/A | — | — | — | $700K | 2.7% | |
| T. Rowe Price Funds T. Rowe Price Diversified Mid Cap Growth Fund I Class N/A | — | — | — | $655K | 2.6% | |
| Principal Life Insurance Company Principal Mid Cap Value I Separate Account Z N/A | — | — | — | $604K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $604K | 2.4% | |
| Schwab Funds Schwab Fundamental U.S. Small Company Index Fund N/A | — | — | — | $560K | 2.2% | |
| Participant loans Maturity date: 2024 - 2039; Rate of interest: 4.25% - 9.50% N/A | — | — | — | $500K | 2.0% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Institutional Class N/A | — | — | — | $491K | 1.9% | |
| (E) | — | — | — | $30K | 0.1% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund R6 Shares N/A | — | — | — | $30K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |