Back to filter
Original filing (PDF)20251002123210NAL0000781152001
U. S. AUTO GROUP LIMITED
Form 5500
FILING_RECEIVED
U.S. AUTO GROUP LIMITED 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
159
Accounts w/ balance
168
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
Plan health score (directional)
91
/ 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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U. S. AUTO GROUP LIMITED.
Plan sponsor
Name
U. S. AUTO GROUP LIMITED
EIN
38-2517690
Address
34602 WOODWARD AVE. · BIRMINGHAM, MI · 48009
Phone
(248) 645-5930
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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JANZ & KNIGHT PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANZ & KNIGHT | 38-1458667 | — | AUDITOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 JANZ & KNIGHT
Similar-size Retail Trade plans
ACE MOTOR SALES, INC.
ACE MOTOR SALES, INC. SAVINGS & INVESTMENT PLAN
$10.5M · 21 participants
MAHALAK AUTO GROUP 401(K) PLAN
MAHALAK AUTO GROUP 401(K) PLAN
$10.5M · 298 participants
BRUNER MOTORS, INC.
BRUNER MOTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$10.5M · 87 participants
MCMAHON FORD COMPANY
MCMAHON FORD SAVINGS PLAN
$10.5M · 129 participants
GEORGE WHITE CHEVROLET, INC.
GEORGE WHITE CHEVROLET, INC. 401(K) PSP
$10.6M · 42 participants
SWANSON-FAHRNEY FORD SALES, INC.
SWANSON-FAHRNEY FORD SALES, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN
$10.6M · 213 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