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Original filing (PDF)20251015115719NAL0004466353001
ANDERSON AUTOMOTIVE GROUP, INC
Form 5500
FILING_RECEIVED
ANDERSON AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
153
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
26 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON AUTOMOTIVE GROUP, INC.
Plan sponsor
Name
ANDERSON AUTOMOTIVE GROUP, INC
EIN
52-0541407
Address
10125 YORK ROAD · COCKEYSVILLE, MD · 21030
Phone
(410) 467-8800
Industry
Retail Tradesee all
Plan administrator
Name
ANDERSON AUTOMOTIVE GROUP, INC
EIN
52-0541407
City
COCKEYSVILLE, MD
Phone
(410) 467-8800
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN, & SORRA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | — | BALTIMORE, MD | N/A | $58K | — |
| NWPS | — | TOWSON, MD | N/A | $23K | — |
Investments
26 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $1.2M | 8.7% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $1.1M | 8.0% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $996K | 7.3% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $976K | 7.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $915K | 6.7% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $888K | 6.5% | |
| American Funds Wash Mutual Inv R6 Mutual Fund | — | — | — | $810K | 5.9% | |
| Goldman Sachs Growth Opportunities I Mutual Fund 892 JPMorgan Equity Income R6 Mutual Fund | — | — | — | $689K | 5.0% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $681K | 5.0% | |
| American Funds US Govt Money Mrkt R6 Money Market | — | — | — | $662K | 4.8% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $655K | 4.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $647K | 4.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $597K | 4.4% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $576K | 4.2% | |
| American Funds AMCAP Fund R6 Mutual Fund | — | — | — | $557K | 4.1% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $518K | 3.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $417K | 3.0% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $213K | 1.5% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $181K | 1.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $122K | 0.9% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $78K | 0.6% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $75K | 0.5% | |
| Vanguard Emerg Markets Stock Idx Adm Mutual Fund | — | — | — | $67K | 0.5% | |
| through September 2029. - 0 - | — | — | — | $58K | 0.4% | |
| Vanguard Selected Value Inv Mutual Fund | — | — | — | $27K | 0.2% | |
| DFA Global Equity I Mutual Fund | — | — | — | $21K | 0.2% |