Original filing (PDF)20251008110444NAL0005445825001

Van HORN Automotive Group, Inc.

Name: Van HORN Automotive Group, Inc. — Van HORN Automotiv, Form 5500 (2024)
Creator: Van HORN Automotive Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Van HORN Automotive Group 401(k) Plan

401(k) retirement plan · Van HORN Automotive Group, Inc.'s Van HORN Automotive Group 401(k) Plan held $27.0M in plan assets for 690 participants in 2024, with Principal as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

690

Accounts w/ balance

702

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

How this plan invests

This plan

18 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN HORN AUTOMOTIVE GROUP, INC..

Plan sponsor

Name

VAN HORN AUTOMOTIVE GROUP, INC.

EIN

46-4704899all filings

Address

W5073 COUNTY ROAD O · PLYMOUTH, WI · 530733600

Phone

(930) 892-6466

Industry

Retail Trade

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

2025-10-08

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)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$120K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0

Investments

32 direct securities · 18 pooled funds· $27.0M(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.

Mutual Funds

$15.2M

20 holdings

Other securities

$10.7M

7 holdings

Common Collective Trusts

$662K

3 holdings

Participant loans

$491K

1 holding

Common Stocks

$26K

1 holding

Pooled Separate Account

5 holdings

Common Collective Trust

13 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$8.5M John Hancock$2.3M Dodge & Cox$2.0M Loomis Sayles$1.3M

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					% of plan
MFS Intl Growth R6 Fund	Mutual Funds	—	$0	$3.8M	14.1%
JOHN HANCOCK DSC VAL INTL R6	Other securities	—	$0	$2.3M	8.7%
DODGE & COX INCOME X FUND	Mutual Funds	—	$0	$2.0M	7.5%
BAIRD MIDCAP INST FUND	Other securities	—	$0	$1.9M	6.9%
BAIRD AGGREGATE BOND INST FUND	Other securities	—	$0	$1.8M	6.5%
MACQUARIE SMALL CAP CORE R6 FU	Other securities	—	$0	$1.4M	5.1%
MFS MID CAP VALUE R6 FUND	Mutual Funds	—	$0	$1.4M	5.0%
HARTFORD DVDND AND GRWTH R6 FD	Other securities	—	$0	$1.3M	4.9%
LOOMIS SAYLES GROWTH N FUND	Other securities	—	$0	$1.3M	4.7%
VANGUARD SM CAP INDEX ADM FUND	Mutual Funds	—	$0	$1.2M	4.6%
VANGUARD TGT RMT 2060 INV FUND	Mutual Funds	—	$0	$942K	3.5%
Vanguard Growth Index Adm Fund	Mutual Funds	—	$0	$912K	3.4%
VANGUARD TGT RMT 2045 INV FUND	Mutual Funds	—	$0	$892K	3.3%
PARNASSUS CORE EQUITY I FUND	Other securities	—	$0	$685K	2.5%
VANGUARD TGT RMT 2055 INV FUND	Mutual Funds	—	$0	$638K	2.4%
VANGUARD TGT RMT 2065 INV FUND	Mutual Funds	—	$0	$583K	2.2%
Vanguard Value Index Adm Fund	Mutual Funds	—	$0	$530K	2.0%
VANGUARD TGT RMT 2070 INV FUND	Mutual Funds	—	$0	$510K	1.9%
Participant Loans	Participant loans	—	$0	$491K	1.8%
VANGUARD TGT RMT 2035 INV FUND	Mutual Funds	—	$0	$468K	1.7%
VANGUARD TGT RMT 2050 INV FUND	Mutual Funds	—	$0	$394K	1.5%
VANGUARD TTL BD MKT IDX ADM FD	Common Collective Trusts	—	$0	$387K	1.4%
VANGUARD MID CAP INDEX ADM FD	Mutual Funds	—	$0	$320K	1.2%
VANGUARD TGT RMT 2030 INV FUND	Mutual Funds	—	$0	$179K	0.7%
VGD TTL INTL STK IDX ADM FD	Common Collective Trusts	—	$0	$175K	0.6%
VANGUARD TGT RMT 2040 INV FUND	Mutual Funds	—	$0	$170K	0.6%
VANGUARD FED MONEY MRKT INV FD	Mutual Funds	—	$0	$106K	0.4%
VANGUARD TL STK MKT IDX ADM FD	Common Collective Trusts	—	$0	$101K	0.4%
VANGUARD TGT RMT 2025 INV FUND	Mutual Funds	—	$0	$73K	0.3%
VANGUARD TGT RMT INC INV FUND	Mutual Funds	—	$0	$40K	0.1%
Prin Fixed Inc Guar Option	Common Stocks	—	$0	$26K	<0.1%
VANGUARD TGT RMT 2020 INV FUND	Mutual Funds	—	$0	$13K	<0.1%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$0	<0.1%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$0	<0.1%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$0	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$0	<0.1%
PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$0	<0.1%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$0	<0.1%

1–50 of 50

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W. BAIRD & CO. INCORPORATED	39-6037917	—	INVESTMENT ADVISORY	$0	—
RBC CAPITAL MARKETS, LLC	41-1416330	—	INVESTMENT ADVISORY	$0	—