How big is Apple Valley Ford, Inc.'s plan?

Apple Valley Ford, Inc.'s plan reported $33.9M in assets and 711 participants for 2024.

Original filing (PDF)20250812132804NAL0007256611001

Apple Valley Ford, Inc.

Name: Apple Valley Ford, Inc. — Apple Valley Ford, Form 5500 (2024)
Creator: Apple Valley Ford, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Apple Valley Ford Retirement Savings Plan

401(k) retirement plan · Apple Valley Ford, Inc.'s Apple Valley Ford Retirement Savings Plan held $33.9M in plan assets for 711 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

711

Accounts w/ balance

719

Plan assets (EOY)

$33.9M

Net assets (EOY)

$33.9M

People on this filing

PAM Rahbain signed Apple Valley Ford, Inc.'s 2024 Form 5500 as plan administrator.

PAM Rahbain — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Apple Valley Ford, Inc.'s EIN is 41-1717918.

EIN 41-1717918

Plan number 002

Plan year 2024

ACK ID 20250812132804NAL0007256611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apple Valley Ford, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apple Valley Ford, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

38 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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

APPLE VALLEY FORD, INC.

EIN

all filings

Address

P.O. BOX 240299 · APPLE VALLEY, MN · 55124

Phone

(952) 431-5900

Industry

Retail Trade

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

2025-08-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2U · Association Retirement Plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

38 direct securities· $32.5M(96% of reported assets)

Mutual Funds

$30.8M

34 holdings

Common Collective Trusts

$965K

2 holdings

Other securities

$718K

2 holdings

					% of plan
Fidelity Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$4.6M	13.5%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$2.4M	7.1%
Fidelity Freedom 2050 Mutual Fund	Mutual Funds	—	—	$2.4M	7.0%
Fidelity Growth Co. Mutual Fund	Mutual Funds	—	—	$2.3M	6.8%
Fidelity Freedom 2030 Mutual Fund	Mutual Funds	—	—	$2.1M	6.3%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$1.8M	5.3%
Fidelity Freedom 2055 Mutual Fund	Mutual Funds	—	—	$1.8M	5.3%
Fidelity Freedom 2040 Mutual Fund	Mutual Funds	—	—	$1.4M	4.3%
Fidelity OTC Port Mutual Fund	Mutual Funds	—	—	$1.4M	4.0%
Fidelity Overseas Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
Fidelity Freedom 2065 Mutual Fund	Mutual Funds	—	—	$983K	2.9%
Fidelity GR Strategies Mutual Fund	Mutual Funds	—	—	$909K	2.7%
Fidelity Gov Money Market Mutual Fund	Mutual Funds	—	—	$885K	2.6%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$812K	2.4%
Fidelity Lg-Cap Stk. Mutual Fund	Mutual Funds	—	—	$803K	2.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$702K	2.1%
Notes Receivable from Participants Promissory Notes -	Other securities	—	—	$602K	1.8%
Fidelity Freedom 2025 Mutual Fund	Mutual Funds	—	—	$583K	1.7%
Fidelity Equity Inc. Mutual Fund	Mutual Funds	—	—	$562K	1.7%
Fidelity Low PR Stk. Mutual Fund	Mutual Funds	—	—	$498K	1.5%
Fidelity Divers Intl. Mutual Fund	Mutual Funds	—	—	$410K	1.2%
Fidelity Mid-Cap Stk. Mutual Fund	Mutual Funds	—	—	$408K	1.2%
Fidelity Invst GR BD Mutual Fund	Mutual Funds	—	—	$362K	1.1%
Fidelity Freedom 2020 Mutual Fund	Mutual Funds	—	—	$348K	1.0%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$287K	0.8%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$275K	0.8%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$262K	0.8%
Fidelity Small Cap Growth Mutual Fund	Mutual Funds	—	—	$255K	0.8%
Fidelity Freedom Income Mutual Fund	Mutual Funds	—	—	$186K	0.5%
Fidelity Strategic Income Mutual Fund	Mutual Funds	—	—	$163K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$147K	0.4%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$139K	0.4%
Fidelity Small Cap Value Mutual Fund	Mutual Funds	—	—	$131K	0.4%
Cohen & Steers Realty Mutual Fund	Other securities	—	—	$115K	0.3%
Fidelity Freedom 2015 Mutual Fund	Mutual Funds	—	—	$32K	<0.1%
Pimco Comm Rel Ret I Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
Fidelity Freedom 2070 Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Fidelity Freedom 2010 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%