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Original filing (PDF)20241015203442NAL0015379779001
GOSCH AUTO GROUP
Form 5500
FILING_RECEIVED
GOSCH AUTO GROUP 401K PLAN
401(k) retirement plan
Active participants
411
Accounts w/ balance
528
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 148% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOSCH AUTO GROUP.
Plan sponsor
Name
GOSCH AUTO GROUP
EIN
45-4105977
Address
150 CARRIAGE CIRCLE · HEMET, CA · 92545
Phone
(951) 492-4330
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| BENEFIT EQUITY INC. | 33-0384246 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 13-5674085 | — | INVESTMENT ADVISORY PLAN | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES, INC. | 52-1053785 | — | TPA | $19K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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