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Original filing (PDF)20251015120803NAL0002263651001
ROBERT BROGDEN'S OLATHE BUICK GMC,
Form 5500
FILING_RECEIVED
ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
184
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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)
89
/ 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
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Financial Partners, LLC FIT Growth Portfolio B" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT BROGDEN'S OLATHE BUICK GMC,.
Plan sponsor
Name
ROBERT BROGDEN'S OLATHE BUICK GMC,
EIN
48-1118974
Address
1500 E SANTA FE STREET · OLATHE, KS · 660613643
Phone
(913) 782-1500
Industry
Retail Tradesee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
H2R CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST, LLC | — | FARRAGUT, TN | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
28 direct securities · 1 pooled fund· $7.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.7M
27 holdings
Pooled Separate Account
$3.7M
1 holding
Pooled Separate Accounts
$137K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 92.8% | |
| Voya Financial Partners, LLC FIT Growth Portfolio B | — | — | — | $995K | 24.9% | |
| Voya Financial Partners, LLC FIT Aggressive Portfolio B | — | — | — | $583K | 14.6% | |
| Voya Financial Partners, LLC FIT Balanced Portfolio B | — | — | — | $474K | 11.9% | |
| Voya Financial Partners, LLC Vangrd 500 Index Fund Adm | — | — | — | $455K | 11.4% | |
| Voya Financial Partners, LLC JPMorgan LgCap Grw Fd R6 | — | — | — | $401K | 10.0% | |
| Voya Financial Partners, LLC JPMorgan Mid Cap Growth Fd R6 | — | — | — | $166K | 4.2% | |
| Participant Loans Interest Rate of 4.25% to 9.50%, $ - | — | — | — | $137K | 3.4% | |
| s * Voya Financial Partners, LLC AmCen Sm Cap Growth Fnd R6 | Pooled Separate Accounts | — | — | $137K | 3.4% | |
| Voya Financial Partners, LLC Voya Index Solution 2050 P Z | — | — | — | $129K | 3.2% | |
| Voya Financial Partners, LLC iShares MsCI EAFE Index Fnd K | — | — | — | $57K | 1.4% | |
| Voya Financial Partners, LLC Vangrd Equity Income Fund Adm | — | — | — | $55K | 1.4% | |
| Voya Financial Partners, LLC PGIM Total Return Bond Fund R6 | — | — | — | $41K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account (4450) | — | — | — | $35K | 0.9% | |
| Voya Financial Partners, LLC Voya Index Solution 2035 P Z | — | — | — | $28K | 0.7% | |
| Voya Financial Partners, LLC FIT Conservative Port B | — | — | — | $25K | 0.6% | |
| Voya Financial Partners, LLC Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $23K | 0.6% | |
| Voya Financial Partners, LLC Voya Index Solution 2045 P Z | — | — | — | $21K | 0.5% | |
| Voya Financial Partners, LLC Voya Index Solution 2025 P Z | — | — | — | $20K | 0.5% | |
| Voya Financial Partners, LLC Gldmn Sachs GQG Prt Int Opp R6 | — | — | — | $18K | 0.5% | |
| Voya Financial Partners, LLC Vangrd Mid-Cap Index Fund Adm | — | — | — | $17K | 0.4% | |
| Voya Financial Partners, LLC Vangrd Mid-Cap Vl Indx Fnd Adm ** 974 * Voya Financial Partners, LLC Vangrd Sm-Cap Vl Index Fnd Adm ** 998 * Voya Financial Partners, LLC Vangrd Small-Cap Index Fnd Adm | — | — | — | $15K | 0.4% | |
| Voya Financial Partners, LLC Voya Index Solution 2055 P Z | — | — | — | $13K | 0.3% | |
| Voya Financial Partners, LLC Voya Index Solution 2030 P Z | — | — | — | $11K | 0.3% | |
| Voya Financial Partners, LLC Voya Index Solution 2040 P Z | — | — | — | $9K | 0.2% | |
| Voya Financial Partners, LLC FIT Mod Conservative Port B | — | — | — | $5K | 0.1% | |
| Voya Financial Partners, LLC Vangrd St-Trm Inv-Grd Fnd Adm | — | — | — | $2K | <0.1% | |
| Voya Financial Partners, LLC BlkRck Srat Global Bond K | — | — | — | $1K | <0.1% | |
| Voya Financial Partners, LLC Janus Hndr Glbl Eqty Inc Fnd N | — | — | — | $1K | <0.1% |
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