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Original filing (PDF)20250922093335NAL0005039841001
CROWN AUTO DEALERSHIPS, INC.
Form 5500
FILING_RECEIVED
CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
1,273
Accounts w/ balance
1,567
Plan assets (EOY)
$56.0M
Net assets (EOY)
$56.0M
How this plan invests
This plan
68 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "State Street Balanced Index Fund Mutual Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN AUTO DEALERSHIPS, INC..
Plan sponsor
Name
CROWN AUTO DEALERSHIPS, INC.
EIN
59-1235420
Address
6001 34TH ST. NORTH · ST. PETESBURG, FL · 33714
Phone
(727) 527-7151
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION FINANCIAL SERVICES | — | DULUTH, GA | — | $54K | — |
| NATIONWIDE SECURITIES LLC - IA | — | COLUMBUS, OH | — | $15K | — |
| IRON-FO FID | — | NORTHBROOK, IL | — | $13K | — |
Investments
68 direct securities· $56.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund Mutual Fund | — | — | — | $14.7M | 26.3% | |
| BlackRock 80/20 Target Allocation Fund Mutual Fund | — | — | — | $9.5M | 16.9% | |
| Fund Putnam Growth Opportunities Fund Mutual Fund | — | — | — | $4.6M | 8.2% | |
| Nationwide Life Insurance Guaranteed Interest Contract Guaranteed Investment Contract | — | — | — | $4.5M | 8.0% | |
| Vanguard Wellesly Income Fund Mutual Fund | — | — | — | $2.8M | 5.1% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $2.6M | 4.7% | |
| Artisan Partners International Value Fund Mutual Fund | — | — | — | $2.0M | 3.5% | |
| Vanguard Windsor Admiral Fund Mutual Fund | — | — | — | $1.7M | 3.1% | |
| Nationwide Geneva Small Cap Gr Institutional Service * Fund Mutual Fund | — | — | — | $1.6M | 2.9% | |
| Participant loans 10.00% $0 | — | — | — | $1.3M | 2.2% | |
| Fidelity 500 Index Premium Fund Mutual Fund | — | — | — | $982K | 1.8% | |
| DFA International Large Cap Growth Fund Mutual Fund | — | — | — | $874K | 1.6% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $684K | 1.2% | |
| Baird Core Plus Bond Institutional Fund Mutual Fund | — | — | — | $668K | 1.2% | |
| Blackrock Strategic Income Opportunities Institutional Fund Mutual Fund | — | — | — | $652K | 1.2% | |
| TIAA-CREF Lifecycle Index 2040 Fund Mutual Fund | — | — | — | $598K | 1.1% | |
| Fidelity Select Semiconductors Portfolio Fund Mutual Fund | — | — | — | $499K | 0.9% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $497K | 0.9% | |
| Fidelity Inflation-Protected Bond Fund Mutual Fund | — | — | — | $468K | 0.8% | |
| TIAA-CREF Lifecycle Index 2030 Fund Mutual Fund | — | — | — | $386K | 0.7% | |
| TIAA-CREF Lifecycle Index 2050 Fund Mutual Fund | — | — | — | $337K | 0.6% | |
| Columbia Contrarian Core Fund Mutual Fund | — | — | — | $286K | 0.5% | |
| TIAA-CREF Lifecycle Index 2045 Fund Mutual Fund | — | — | — | $283K | 0.5% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund | — | — | — | $268K | 0.5% | |
| TIAA-CREF Lifecycle Index 2025 Fund Mutual Fund | — | — | — | $239K | 0.4% | |
| TIAA-CREF Lifecycle Index 2060 Fund Mutual Fund | — | — | — | $201K | 0.4% | |
| American Funds AMCAP New World Fund Mutual Fund | — | — | — | $198K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $165K | 0.3% | |
| TIAA-CREF Lifecycle Index 2010 Fund Mutual Fund | — | — | — | $160K | 0.3% | |
| Federated Investors Institutional High Yield Bond Fund Mutual Fund | — | — | — | $153K | 0.3% | |
| Vanguard Balanced Index Fund Mutual Fund 600 Vanguard Dividend Growth Fund Mutual Fund 2 Vanguard GNMA Fund Mutual Fund | — | — | — | $149K | 0.3% | |
| Legg Mason ClearBridge Small Cap Growth Fund Mutual Fund | — | — | — | $131K | 0.2% | |
| JP Morgan SmartRetirement Income Fund Mutual Fund | — | — | — | $130K | 0.2% | |
| TIAA-CREF Lifecycle Index 2055 Fund Mutual Fund | — | — | — | $119K | 0.2% | |
| TIAA-CREF Lifecycle Index 2035 Fund Mutual Fund | — | — | — | $118K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Fund Mutual Fund | — | — | — | $106K | 0.2% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Account | — | — | — | $102K | 0.2% | |
| American Funds The Growth Fund of America Mutual Fund | — | — | — | $102K | 0.2% | |
| American Funds Investment Company of America Mutual Fund | — | — | — | $99K | 0.2% | |
| American Funds Fundamental Investors R6 Fund Mutual Fund | — | — | — | $98K | 0.2% | |
| American Funds American Balanced R6 Fund Mutual Fund | — | — | — | $96K | 0.2% | |
| Principal MidCap R6 Fund Mutual Fund | — | — | — | $94K | 0.2% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged Mutual Fund | — | — | — | $89K | 0.2% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $86K | 0.2% | |
| Fidelity Advisor New Insights Class Fund Mutual Fund | — | — | — | $68K | 0.1% | |
| Federated Investors Hermes Short-Intermediate Total Return Bond Fund Mutual Fund | — | — | — | $67K | 0.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $65K | 0.1% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $60K | 0.1% | |
| Goldman Sachs Mid Cap Value Fund Mutual Fund | — | — | — | $51K | <0.1% | |
| Federated Hermes Government Obligations Premier Fund Mutual Fund | — | — | — | $40K | <0.1% | |
| JP Morgan Small Cap Equity Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| TIAA-CREF Lifecycle Index 2020 Fund Mutual Fund | — | — | — | $25K | <0.1% | |
| Baron Small Cap Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Invesco Growth and Income Fund Mutual Fund | — | — | — | $16K | <0.1% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund Mutual Fund | — | — | — | $16K | <0.1% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| American Century Inflation Adjusted Bond Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Goldman Sachs International Small Cap Insights Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Blackrock Advantage Global Investor Allocation Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Information Technology Index Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| Diamond Hill Select I Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| MFS Total Return Bond Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| VanEck International Investors Gold Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Calvert International Equity Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Victory RS Science and Technology Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| Diamond Hill Small Cap Fund Mutual Fund | — | — | — | $1K | <0.1% |