Back to filter
Original filing (PDF)20251015091323NAL0008794770001
WOODHOUSE FORD, INC.
Form 5500
FILING_RECEIVED
WOODHOUSE AUTO FAMILY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,396
Accounts w/ balance
1,524
Plan assets (EOY)
$95.7M
Net assets (EOY)
$95.7M
How this plan invests
This plan
21 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODHOUSE FORD, INC..
Plan sponsor
Name
WOODHOUSE FORD, INC.
EIN
47-0565206
Address
12325 EMMET ST. · OMAHA, NE · 68164
Phone
(402) 315-3000
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, | — | OMAHA, NE | NONE | $78K | — |
| EIDE BAILLY CPAS AND ADVISORS | — | OMAHA, NE | NONE | $59K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $37K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $21K | — |
| MESIROW | 36-3429599 | — | NONE | $7K | — |
Investments
31 direct securities · 21 pooled funds· $95.7M(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
$67.5M
31 holdings
Common Collective Trust
$28.2M
20 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | — | — | — | $21.5M | 22.5% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $6.2M | 6.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $4.4M | 4.6% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $4.3M | 4.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $4.1M | 4.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $4.0M | 4.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $3.5M | 3.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $3.5M | 3.7% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $3.1M | 3.2% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $3.0M | 3.2% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $2.5M | 2.7% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $2.3M | 2.4% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $2.3M | 2.4% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $2.1M | 2.2% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $2.0M | 2.1% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $1.9M | 2.0% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $1.8M | 1.9% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $1.8M | 1.9% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $1.8M | 1.9% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $1.4M | 1.4% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $1.1M | 1.1% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $951K | 1.0% | |
| STATE STREET RET RIGHT TARGET 2020 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 229 | Common Collective Trust | — | — | $740K | 0.8% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $673K | 0.7% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $667K | 0.7% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $617K | 0.6% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $514K | 0.5% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | — | — | — | $450K | 0.5% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 | — | — | — | $450K | 0.5% | |
| MFS International Growth R6 MFS 0 | — | — | — | $441K | 0.5% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $404K | 0.4% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $398K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $397K | 0.4% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $382K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $326K | 0.3% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $296K | 0.3% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $288K | 0.3% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $271K | 0.3% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $257K | 0.3% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | — | — | — | $255K | 0.3% | |
| Causeway International Value Instl Causeway 0 | — | — | — | $248K | 0.3% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $218K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $101K | 0.1% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $81K | <0.1% | |
| AB Discovery Value Z Alliance Bernstein 0 | — | — | — | $74K | <0.1% | |
| Cash MG Trust Company 0 | — | — | — | $15K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |