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Original filing (PDF)20251014133044NAL0006184434001
GUSTMAN CHEVROLET SALES, INC.
Form 5500
FILING_RECEIVED
GUSTMAN CHEVROLET SALES, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 3
45% in single holding~642 bps in Sched C feesNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Associated Bank Money Market" is 45% of plan.
- 642 bps in Schedule C fees — 1135% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUSTMAN CHEVROLET SALES, INC..
Plan sponsor
Name
GUSTMAN CHEVROLET SALES, INC.
EIN
39-0325130
Address
1450 DELANGLADE STREET · KAUKAUNA, WI · 541300800
Phone
(920) 766-3581
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
778
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $51K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $25K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | NONE | $6K | — |
Investments
3 direct securities· $1.1M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Associated Bank Money Market | — | — | $502K | $502K | 38.9% | |
| First Business Bank Certificate of Deposit | — | — | $333K | $333K | 25.8% | |
| First Business Bank Money Market | — | — | $269K | $269K | 20.8% |