Original filing (PDF)20250820152839NAL0001651779001

DAVE Syverson Ford, Lincoln, Mercury, Inc.

Name: DAVE Syverson Ford, Lincoln, Mercury, Inc. — Form 5500 Plan 001 (2024)
Creator: DAVE Syverson Ford, Lincoln, Mercury, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

DAVE Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan

401(k) retirement plan · DAVE Syverson Ford, Lincoln, Mercury, Inc.'s DAVE Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan held $13.3M in plan assets for 142 participants in 2024, with Alerus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

142

Accounts w/ balance

105

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVE SYVERSON FORD, LINCOLN, MERCURY, INC..

Plan sponsor

Name

DAVE SYVERSON FORD, LINCOLN, MERCURY, INC.

EIN

41-0912583all filings

Address

P.O. BOX 251 · ALBERT LEA, MN · 560073923

Phone

(507) 373-1438

Industry

Retail Trade

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

2025-08-20

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$22K	—

Investments

29 direct securities · 1 pooled fund· $13.1M(98% 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.

Mutual Funds

$5.3M

13 holdings

Other securities

$3.7M

12 holdings

Common Collective Trusts

$3.4M

2 holdings

Common Stocks

$415K

1 holding

Common Collective Trust

$207K

1 holding

Bonds / Notes

$65K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$2.6M	19.3%
JPMorgan Large Cap Growth	Other securities	—	—	$2.5M	18.9%
American Funds Washington Mutual Investors	Mutual Funds	—	—	$1.5M	11.1%
American Funds Capital World Growth & Income	Mutual Funds	—	—	$1.2M	9.4%
Vanguard Index Trust Mid-Cap Index	Common Collective Trusts	—	—	$871K	6.6%
American Funds Europacific Growth	Mutual Funds	—	—	$644K	4.8%
PIMCO Total Return Fund	Mutual Funds	—	—	$465K	3.5%
Baird Core Plus Bond	Other securities	—	—	$458K	3.4%
Victory Sycamore Small Company Opportunity	Common Stocks	—	—	$415K	3.1%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$364K	2.7%
Invesco Developing Markets	Mutual Funds	—	—	$239K	1.8%
Vanguard Mid Cap Growth Index	Mutual Funds	—	—	$226K	1.7%
MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$207K	1.6%
Victory Sycamore Established Value Fund	Other securities	—	—	$188K	1.4%
Janus Henderson Triton Fund	Mutual Funds	—	—	$182K	1.4%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$165K	1.2%
American Funds American Balanced	Mutual Funds	—	—	$161K	1.2%
Blackrock Lifepath Index Retirement	Other securities	—	—	$160K	1.2%
Blackrock Lifepath Index 2050	Other securities	—	—	$70K	0.5%
Participants Participant Loans Rates from 3.25% to 8.50% -	Bonds / Notes	—	—	$65K	0.5%
Blackrock Lifepath Index 2055	Other securities	—	—	$63K	0.5%
American Funds U.S. Government Securities	Mutual Funds	—	—	$59K	0.4%
Blackrock Lifepath Index 2035	Other securities	—	—	$58K	0.4%
Blackrock Lifepath Index 2060	Other securities	—	—	$53K	0.4%
Dimensional Inflation-Protected Securities	Mutual Funds	—	—	$40K	0.3%
Blackrock Lifepath Index 2040	Other securities	—	—	$29K	0.2%
Blackrock Lifepath Index 2045	Other securities	—	—	$28K	0.2%
Blackrock Lifepath Index 2030	Other securities	—	—	$25K	0.2%
PIMCO Global Bond Opportunities	Mutual Funds	—	—	$14K	0.1%
Blackrock Lifepath Index 2065	Other securities	—	—	$2K	<0.1%