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Original filing (PDF)20250909102923NAL0020101953001
AAI, INC.
Form 5500
FILING_RECEIVED
ANDERSON AUTO GROUP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
526
Accounts w/ balance
287
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AAI, INC..
Plan sponsor
Name
AAI, INC.
EIN
47-0769916
Address
3201 YANKEE HILL ROAD · LINCOLN, NE · 68516
Phone
(402) 817-7217
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
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AGSN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGSN, P.C. | 47-0696474 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
20 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.6M | 19.1% | |
| Fidelity Large Cap Growth Index | — | — | — | $1.9M | 13.5% | |
| American Funds New Perspective R6 | — | — | — | $1.6M | 11.6% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.1M | 8.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $907K | 6.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $702K | 5.1% | |
| Fidelity Small Cap Index | — | — | — | $649K | 4.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $612K | 4.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $602K | 4.4% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $585K | 4.3% | |
| Massachusetts Financial Services International Growth R6 | — | — | — | $470K | 3.4% | |
| Fidelity Mid Cap Index | — | — | — | $413K | 3.0% | |
| Vanguard Target Retirement Income Inv | — | — | — | $394K | 2.9% | |
| maturing through 2029 | — | — | — | $290K | 2.1% | |
| Fidelity Government Money Market | — | — | — | $237K | 1.7% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $206K | 1.5% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $186K | 1.4% | |
| Loomis Sayles Investment Grade Bond Y | — | — | — | $121K | 0.9% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $90K | 0.7% | |
| Fidelity Large Cap Value Index | — | — | — | $67K | 0.5% |
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