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Original filing (PDF)20250818051204NAL0000484995001
ML AUTOMOTIVE GROUP LLC
Form 5500
FILING_RECEIVED
ML AUTOMOTIVE GROUP LLC
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
205
Accounts w/ balance
530
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK GLOBAL ALLOCATION A" is 46% of plan.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ML AUTOMOTIVE GROUP LLC.
Plan sponsor
Name
ML AUTOMOTIVE GROUP LLC
EIN
46-0566863
Address
16725 NW 57 AVENUE · MIAMI GARDENS, FL · 33055
Phone
(305) 474-4045
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
2025-08-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HLB GRAVIER 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 | $14K | — |
| 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
27 direct securities · 1 pooled fund· $6.1M(96% 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.
Registered Investment Companies
$6.0M
27 holdings
Common Collective Trust
$53K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $2.8M | 44.6% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $294K | 4.7% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $275K | 4.3% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $253K | 4.0% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $244K | 3.9% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $218K | 3.4% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $181K | 2.9% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $163K | 2.6% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $161K | 2.5% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $154K | 2.4% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $149K | 2.4% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $139K | 2.2% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $134K | 2.1% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $128K | 2.0% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $96K | 1.5% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $95K | 1.5% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $94K | 1.5% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $80K | 1.3% | |
| NEUBERGER BERMAN REAL EST A | Registered Investment Companies | — | — | $80K | 1.3% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $70K | 1.1% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $63K | 1.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $53K | 0.8% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $51K | 0.8% | |
| PGIM JENNISON FOCUSED GROWTH A | Registered Investment Companies | — | — | $31K | 0.5% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $23K | 0.4% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $20K | 0.3% | |
| MACQUARIE HIGH INCOME A | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $8K | 0.1% |
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