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Original filing (PDF)20251015144739NAL0010156162001
ROCKMONT MOTOR COMPANY T/A OURISMAN ROCKMONT, INC.
Form 5500
FILING_RECEIVED
OURISMAN AUTOMOTIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
742
Accounts w/ balance
1,042
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MASSMUTUAL LIFE INSURANCE MUTUAL FUND INVESTMENTS" is 100% of plan.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKMONT MOTOR COMPANY T/A OURISMAN ROCKMONT, INC..
Plan sponsor
Name
ROCKMONT MOTOR COMPANY T/A OURISMAN ROCKMONT, INC.
EIN
52-0463215
Address
807 ROCKVILLE PIKE · ROCKVILLE, MD · 20852
Phone
(301) 946-0001
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
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
LSWG CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | 62-1038805 | FALLS CHURCH, VA | THIRD PARTY ADMINISTRATO | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, MD | INVESTMENT MGMT | $4K | — |
Investments
1 direct security · 1 pooled fund· $35.9M(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
$18.5M
1 holding
Pooled Separate Account
$17.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL LIFE INSURANCE MUTUAL FUND INVESTMENTS | — | — | — | $18.5M | 99.7% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $17.4M | 93.8% |