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Original filing (PDF)20250908153233NAL0012381811001
MSH CHEVROLET CADILLAC, INC.
Form 5500
FILING_RECEIVED
ECC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
125
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSH CHEVROLET CADILLAC, INC..
Plan sponsor
Name
MSH CHEVROLET CADILLAC, INC.
EIN
43-1381175
Address
15110 MANCHESTER RD. · BALLWIN, MO · 63011
Phone
(636) 207-2120
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
2025-09-08
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $500 | — |
Investments
21 direct securities · 1 pooled fund· $24.4M(100% 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.
Uncategorized
$23.6M
20 holdings
Mutual Funds
$590K
1 holding
Common Collective Trust
$282K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Inc. Fidelity 500 Index Fund | — | — | — | $4.3M | 17.5% | |
| The Vanguard Group, Inc. Vanguard Windsor II Fund | — | — | — | $3.5M | 14.4% | |
| BlackRock, Inc. BlackRock LifePath Index 2030 Fund | — | — | — | $2.4M | 9.7% | |
| Nuveen Winslow Large-Cap Growth Fund R6 | — | — | — | $2.3M | 9.5% | |
| BlackRock, Inc. BlackRock LifePath Index 2045 Fund | — | — | — | $1.9M | 7.9% | |
| Fidelity Investments Inc. Fidelity Small-Cap Index Fund | — | — | — | $1.2M | 5.0% | |
| BlackRock, Inc. BlackRock LifePath Index 2035 Fund | — | — | — | $1.2M | 4.8% | |
| William Blair & Company William Blair Small-Mid Cap Growth Fund | — | — | — | $934K | 3.8% | |
| Fidelity Investments Inc. Fidelity Mid-Cap Index Fund | — | — | — | $873K | 3.6% | |
| BlackRock, Inc. BlackRock LifePath Index 2055 Fund | — | — | — | $863K | 3.6% | |
| Hartford Funds Hartford International Opportunities Fund R6 | — | — | — | $848K | 3.5% | |
| BlackRock, Inc. BlackRock LifePath Index 2050 Fund | — | — | — | $823K | 3.4% | |
| BlackRock, Inc. BlackRock LifePath Index 2040 Fund | — | — | — | $807K | 3.3% | |
| BlackRock, Inc. BlackRock LifePath Index Retirement Fund | — | — | — | $636K | 2.6% | |
| s * Fidelity Investments Inc. Fidelity International Index Fund | Mutual Funds | — | — | $590K | 2.4% | |
| Prudential Financial, Inc. PGIM Total Return Bond Fund | — | — | — | $505K | 2.1% | |
| Stable Value Collective Trust * Fidelity Management Trust Company Fidelity Managed Income Portfolio II | — | — | — | $282K | 1.2% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $282K | 1.2% | |
| Fidelity Investments Inc. Fidelity US Bond Index Fund | — | — | — | $208K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Star Fund | — | — | — | $42K | 0.2% | |
| BlackRock, Inc. BlackRock LifePath Index 2060 Fund | — | — | — | $28K | 0.1% | |
| BlackRock, Inc. BlackRock LifePath Index 2065 Fund | — | — | — | $17K | <0.1% |
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