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Original filing (PDF)20251013124533NAL0002916642001
AUTOMOTIVE RESOURCE DEVELOPMENT GROUP, LLC
Form 5500
FILING_RECEIVED
FIRST TEAM AUTOMOTIVE/HAMPTON MOTOR CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
356
Accounts w/ balance
493
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMOTIVE RESOURCE DEVELOPMENT GROUP, LLC.
Plan sponsor
Name
AUTOMOTIVE RESOURCE DEVELOPMENT GROUP, LLC
EIN
54-1945786
Address
3400 WESTERN BRANCH BOULEVARD · CHESAPEAKE, VA · 23321
Phone
(757) 673-2345
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHARLES W. SNADER, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 13-5381590 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | THIRD PARTY ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES INC | 04-2746212 | SPRINGFIELD, MA | SHAREHOLDER SVC PROVIDER | $0 | — |
Investments
19 direct securities · 10 pooled funds· $19.6M(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
$11.5M
19 holdings
Pooled Separate Account
$8.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Life Insurance Co. Guaranteed Interest Account, 3% | — | — | — | $2.2M | 11.2% | |
| MASSMUTUAL BLUE CHIP GROWTH R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.0M | 10.1% | |
| American Funds American Funds Growth Fund of America R4 | — | — | — | $1.7M | 8.6% | |
| American Funds American Funds 2035 Target Date Retire R4 | — | — | — | $1.4M | 7.2% | |
| BNY MELLON DYNAMIC VALUE FUND A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.9% | |
| American Funds American Funds 2030 Target Date Retire R4 | — | — | — | $1.3M | 6.7% | |
| MASSMUTUAL MID CAP GROWTH R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.5% | |
| PIMCO STOCKSPLUS A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.2% | |
| American Funds American Funds 2045 Target Date Retire R4 | — | — | — | $831K | 4.2% | |
| MM S&P 500 INDEX ADM MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $808K | 4.1% | |
| MASSMUTUAL SMALL CAP OPPS R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $681K | 3.5% | |
| American Funds American Funds 2060 Target Date Retire R4 | — | — | — | $534K | 2.7% | |
| American Funds American Funds 2050 Target Date Retire R4 | — | — | — | $469K | 2.4% | |
| American Funds American Funds 2055 Target Date Retire R4 | — | — | — | $443K | 2.3% | |
| American Funds American Funds 2040 Target Date Retire R4 | — | — | — | $418K | 2.1% | |
| American Funds American Funds 2025 Target Date Retire R4 | — | — | — | $383K | 2.0% | |
| American Funds American Funds EuroPacific Growth R4 | — | — | — | $353K | 1.8% | |
| MASSMUTUAL CORE BOND ADM MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $349K | 1.8% | |
| MASSMUTUAL GLOBAL A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $326K | 1.7% | |
| BlackRock iShares MSCI EAFE International Index A | — | — | — | $307K | 1.6% | |
| BlackRock iShares Russell 2000 Small-Cap Index A | — | — | — | $288K | 1.5% | |
| Participant loans Interest bearing at 4.25% - 9.50%, maturing through | — | — | — | $240K | 1.2% | |
| WELLS FARGO SPECIAL MID CAP VALUE A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $226K | 1.2% | |
| American Funds American Funds New World Fund R4 | — | — | — | $217K | 1.1% | |
| American Funds American Funds 2020 Target Date Retire R4 | — | — | — | $192K | 1.0% | |
| American Funds American Funds 2015 Target Date Retire R4 | — | — | — | $103K | 0.5% | |
| Principal Funds Principal MidCap S&P 400 Index R5 | — | — | — | $97K | 0.5% | |
| INVESCO REAL ESTATE A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $57K | 0.3% | |
| American Funds American Funds 2010 Target Date Retire R4 | — | — | — | $27K | 0.1% |
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