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Original filing (PDF)20250728050752NAL0002304016001
PREMIER AUTOMOTIVE
Form 5500
FILING_RECEIVED
PREMIER AUTO GROUP 401K PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
169
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
23 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER AUTOMOTIVE.
Plan sponsor
Name
PREMIER AUTOMOTIVE
EIN
44-2234933
Address
155 NORTH MAIN STREET · POST OFFICE BOX 3366 · BRANFORD, CT · 06405
Phone
(203) 481-0687
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | LOS ANGELES, CA | ADVISOR | $0 | — |
Investments
23 direct securities· $4.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LS GLB ALLOC A | Registered Investment Companies | — | — | $804K | 17.7% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $517K | 11.4% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $340K | 7.5% | |
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $335K | 7.4% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $280K | 6.2% | |
| MS DISCOVERY PORTFOLIO - A | Registered Investment Companies | — | — | $261K | 5.8% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $229K | 5.1% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $180K | 4.0% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $176K | 3.9% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $175K | 3.9% | |
| INVESCO REAL ESTATE - A | Registered Investment Companies | — | — | $174K | 3.8% | |
| VIRTUS INC & GRWTH A | Registered Investment Companies | — | — | $163K | 3.6% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $162K | 3.6% | |
| FRANKLIN INTERNATIONAL GR A | Registered Investment Companies | — | — | $130K | 2.9% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $123K | 2.7% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $122K | 2.7% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $119K | 2.6% | |
| AMF US GOV SECURITIES FUND R1 | Registered Investment Companies | — | — | $69K | 1.5% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $47K | 1.0% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $44K | 1.0% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $25K | 0.5% | |
| AMF 2065 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $11K | 0.2% | |
| INVESCO CORPORATE BOND A | Registered Investment Companies | — | — | $8K | 0.2% |
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