Original filing (PDF)20250821124909NAL0002104483001

WILSON AUTO GROUP, INC.

Name: WILSON AUTO GROUP, INC. — WILSON AUTO GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILSON AUTO GROUP, INC.

Form 5500-SF

FILING_RECEIVED

WILSON AUTO GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON AUTO GROUP, INC..

Plan sponsor

Name

WILSON AUTO GROUP, INC.

EIN

42-1177712

Address

2212 S DUFF AVENUE · AMES, IA · 50010

Phone

(515) 232-4081

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

2025-08-21

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

PEN MOTORS, INC.

MILLER HILL 401(K) PROFIT SHARING PLAN

$3.9M · 68 participants

JACKSON FORD, INC. D/B/A SEYMOUR FORD LINCOLN

SEYMOUR FORD LINCOLN 401(K) PLAN AND TRUST

$3.9M · 63 participants

JENKINS LINC-MERC, INC.

JENKINS LINC-MERC, INC. 401(K) PLAN

$3.9M · 176 participants

LIBERTY CHEVROLET, INC.

LIBERTY CHEVROLET, INC. 401(K) PLAN

$3.9M · 89 participants

HART MOTOR COMPANY

HART MOTOR COMPANY SAVINGS AND RETIREMENT PLAN

$3.9M · 58 participants