How big is Nelson Automotive Group's plan?

Nelson Automotive Group's plan reported $4.6M in assets and 99 participants for 2024.

Original filing (PDF)20251015145531NAL0005205697001

Nelson Automotive Group

Name: Nelson Automotive Group — Nelson Automotive Group, Form 5500 (2024)
Creator: Nelson Automotive Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nelson Automotive Group 401(k) Plan

401(k) retirement plan · Nelson Automotive Group's Nelson Automotive Group 401(k) Plan held $4.6M in plan assets for 99 participants in 2024, with Ascensus as recordkeeper.

Signals · 3

Possibly inadequate fidelity bond28% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Terry Page signed Nelson Automotive Group's 2024 Form 5500 as plan administrator.

Terry Page — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nelson Automotive Group's EIN is 54-0989898.

EIN 54-0989898

Plan number 001

Plan year 2024

ACK ID 20251015145531NAL0005205697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson Automotive Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Automotive Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELSON AUTOMOTIVE GROUP.

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How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

NELSON AUTOMOTIVE GROUP

EIN

all filings

Address

201 COMMONWEALTH BOULEVARD WES · MARTINSVILLE, VA · 24112

Phone

(276) 638-2331

Industry

Retail Trade

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

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$2K	—

Investments

17 direct securities· $4.6M(100% of reported assets)

Other securities

$3.4M

11 holdings

Cash / Money Market

$538K

1 holding

Common Collective Trusts

$484K

2 holdings

Participant loans

$190K

1 holding

Pooled Separate Accounts

$3K

1 holding

Common Stocks

$2K

1 holding

					% of plan
BlackRock LifePath Index 2040 Fund P BlackRock 0	Other securities	—	—	$1.3M	28.2%
BlackRock LifePath Index Retirement Fund BlackRock 0	Other securities	—	—	$836K	18.1%
BlackRock LifePath Index 2030 Fund P BlackRock 0	Other securities	—	—	$584K	12.6%
BlackRock LifePath Index 2050 Fund P BlackRock 0	Other securities	—	—	$538K	11.6%
Blackrock Summit Cash Reserves Inv A BlackRock 0	Cash / Money Market	—	—	$538K	11.6%
iShares S&P 500 Index Fund P iShares 0	Common Collective Trusts	—	—	$473K	10.2%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$190K	4.1%
BlackRock Advantage CoreAlpha Bond A BlackRock 0	Other securities	—	—	$106K	2.3%
BlackRock 60/40 Target Alloc Inv A BlackRock 0	Other securities	—	—	$21K	0.5%
iShares Russell 2000 Small Cap Index Fun iShares 0	Common Collective Trusts	—	—	$11K	0.2%
BlackRock Advantage International Inv A BlackRock 0	Other securities	—	—	$11K	0.2%
BlackRock Advntg Large Cap Core Inv A BlackRock 0	Other securities	—	—	$7K	0.1%
BlackRock Advantage Small Cap Core Inv A BlackRock 0	Other securities	—	—	$6K	0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Contribution Account Ascensus Trust Company 0	Common Stocks	—	—	$2K	<0.1%