Back to filter
Original filing (PDF)20251013155729NAL0002351008001
WALSER AUTOMOTIVE GROUP, LLC
Form 5500
FILING_RECEIVED
WALSER AUTOMOTIVE GROUP, LLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,846
Accounts w/ balance
3,050
Plan assets (EOY)
$90.1M
Net assets (EOY)
$90.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
- 26 bps in Schedule C fees — 65% 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 WALSER AUTOMOTIVE GROUP, LLC.
Plan sponsor
Name
WALSER AUTOMOTIVE GROUP, LLC
EIN
52-2436225
Address
4401 AMERICAN BLVD W. · SUITE# 300 · BLOOMINGTON, MN · 55437
Phone
(952) 929-3535
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
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $213K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $25K | — |
Investments
24 direct securities · 1 pooled fund· $178.4M(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
$90.1M
24 holdings
Pooled Separate Account
$88.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $88.4M | 98.1% | |
| Minnesota Life Am Funds 2050 Trgt Date Ret Fund R6 | — | — | — | $20.5M | 22.8% | |
| Minnesota Life Am Funds 2040 Trgt Date Ret Fund R6 | — | — | — | $13.9M | 15.4% | |
| Minnesota Life Am Funds 2030 Trgt Date Ret Fund R6 | — | — | — | $13.5M | 15.0% | |
| Minnesota Life Fidelity 500 Index Fund | — | — | — | $6.3M | 7.0% | |
| Minnesota Life Am Funds 2060 Trgt Date Ret Fund R6 | — | — | — | $5.4M | 6.0% | |
| Minnesota Life Am Funds 2055 Trgt Date Ret Fund R6 | — | — | — | $4.2M | 4.7% | |
| Minnesota Life Am Funds 2045 Trgt Date Ret Fund R6 | — | — | — | $4.2M | 4.6% | |
| Minnesota Life Am Funds 2065 Trgt Date Ret Fund R6 | — | — | — | $3.3M | 3.7% | |
| Minnesota Life Fidelity Mid Cap Index Fund | — | — | — | $2.5M | 2.8% | |
| Minnesota Life Am Funds 2035 Trgt Date Ret Fund R6 | — | — | — | $2.2M | 2.5% | |
| Minnesota Life MainStay Winslow Large Cap Grth Fund Class I | — | — | — | $1.9M | 2.1% | |
| Minnesota Life Am Funds 2020 Trgt Date Ret Fund R6 | — | — | — | $1.7M | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $1.7M | 1.9% | |
| Minnesota Life Fidelity Small Cap Index | — | — | — | $1.5M | 1.6% | |
| Minnesota Life TIAA-CREF Intl Equ Index Fund Institutional | — | — | — | $1.4M | 1.5% | |
| Minnesota Life Am Funds 2025 Trgt Date Ret Fund R6 | — | — | — | $1.0M | 1.1% | |
| Minnesota Life Galliard Stable Return C | — | — | — | $1.0M | 1.1% | |
| Minnesota Life BlackRock Total Rtn Fund Institutional Shares | — | — | — | $927K | 1.0% | |
| Minnesota Life Am Funds EuroPacific Growth Fund R6 | — | — | — | $829K | 0.9% | |
| Minnesota Life Vanguard Wellington Fund Admiral Shares | — | — | — | $680K | 0.8% | |
| Minnesota Life Vanguard Equity-Income Fund Admiral Shares | — | — | — | $647K | 0.7% | |
| Minnesota Life Pioneer Strategic Income Fund Class Y | — | — | — | $391K | 0.4% | |
| Minnesota Life Am Funds 2010 Trgt Date Ret Fund R6 | — | — | — | $187K | 0.2% | |
| Minnesota Life Am Funds 2015 Trgt Date Ret Fund R6 | — | — | — | $95K | 0.1% |