Original filing (PDF)20251119123921NAL0002160067001

PATRIOT BUICK PONTIAC GMC, INC.

Name: PATRIOT BUICK PONTIAC GMC, INC. — PATRIOT BUICK PONTIAC GMC SALARY DEFERRAL 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PATRIOT BUICK PONTIAC GMC, INC.

Form 5500

FILING_RECEIVED

PATRIOT BUICK PONTIAC GMC SALARY DEFERRAL 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.1 moLate participant contributions

Active participants

171

Accounts w/ balance

200

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Filed 0.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 28K (3% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRIOT BUICK PONTIAC GMC, INC..

Plan sponsor

Name

PATRIOT BUICK PONTIAC GMC, INC.

EIN

55-0906249

Address

933 EAST PHILADELPHIA AVENUE · BOYERTOWN, PA · 19512

Phone

(610) 367-2961

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

2025-11-19

Pension benefit codes

2S · Automatic enrollment

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$24K	—

Investments

22 direct securities· $6.9M(100% of reported assets)

Other securities

$6.9M

20 holdings

Cash / Money Market

$6K

1 holding

Participant loans

$3K

1 holding

					% of plan
Vanguard LifeStrategy Moderate Gr Inv Vanguard 0	Other securities	—	—	$1.2M	17.8%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$865K	12.6%
T. Rowe Price Retirement 2060 I T. Rowe Price 0	Other securities	—	—	$661K	9.6%
Vanguard LifeStrategy Growth Inv Vanguard 0	Other securities	—	—	$634K	9.2%
T. Rowe Price Retirement 2030 I T. Rowe Price 0	Other securities	—	—	$525K	7.6%
T. Rowe Price Blue Chip Growth Inv T. Rowe Price 0	Other securities	—	—	$457K	6.6%
T. Rowe Price Retirement 2045 I T. Rowe Price 0	Other securities	—	—	$329K	4.8%
T. Rowe Price Retirement 2025 I T. Rowe Price 0	Other securities	—	—	$288K	4.2%
T. Rowe Price Retirement 2050 I T. Rowe Price 0	Other securities	—	—	$281K	4.1%
T. Rowe Price Retirement 2055 I T. Rowe Price 0	Other securities	—	—	$268K	3.9%
PGIM Total Return Bond R6 PGIM 0	Other securities	—	—	$229K	3.3%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Other securities	—	—	$224K	3.3%
MFS Mid Cap Growth R6 MFS 0	Other securities	—	—	$213K	3.1%
T. Rowe Price Retirement 2040 I T. Rowe Price 0	Other securities	—	—	$179K	2.6%
Janus Henderson Triton A Janus Henderson 0	Other securities	—	—	$166K	2.4%
Harbor Small Cap Value Ret Harbor 0	Other securities	—	—	$127K	1.9%
T. Rowe Price Retirement 2035 I T. Rowe Price 0	Other securities	—	—	$97K	1.4%
MFS Research International R6 MFS 0	Other securities	—	—	$89K	1.3%
Vanguard LifeStrategy Consv Growth Inv Vanguard 0	Other securities	—	—	$10K	0.1%
T. Rowe Price Retirement 2020 I T. Rowe Price 0	Other securities	—	—	$8K	0.1%
Vanguard Treasury Money Market Vanguard 0	Cash / Money Market	—	—	$6K	<0.1%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$3K	<0.1%