Original filing (PDF)20250902122419NAL0008431347001

MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL

Name: MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL — PARKS MOTORS 401(K) PLAN, Form 5500 (2024)
Creator: MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL

Form 5500

FILING_RECEIVED

PARKS MOTORS 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

174

Accounts w/ balance

185

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL.

Plan sponsor

Name

MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL

EIN

59-2419050

Address

28739 STATE RD 54W · WESLEY CHAPEL, FL · 33543

Phone

(813) 907-7800

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

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)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANN INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	NONE	$14K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	—	AUSTIN, TX	NONE	$22K	—
FLORIDA RETIREMENT CONSULTANTS

Investments

29 direct securities· $8.7M(100% of reported assets)

Other securities

$8.7M

28 holdings

Bonds / Notes

$6K

1 holding

					% of plan
KEY GUARANTEED PORTFOLIO FUND	Other securities	—	—	$897K	10.3%
VANGUARD TARGET RETIREMENT 2045 INV	Other securities	—	—	$794K	9.1%
VANGUARD TARGET RETIREMENT 2035 INV	Other securities	—	—	$762K	8.7%
JPMORGAN EQUITY INCOME R6	Other securities	—	—	$729K	8.4%
VANGUARD TARGET RETIREMENT 2025 INV	Other securities	—	—	$702K	8.1%
VANGUARD 500 INDEX FUND ADMIRAL CLASS	Other securities	—	—	$630K	7.2%
AMERICAN CENTURY ULTRA R5	Other securities	—	—	$605K	6.9%
VANGUARD TARGET RETIREMENT 2030 INV	Other securities	—	—	$563K	6.5%
VANGUARD TARGET RETIREMENT 2020 INV	Other securities	—	—	$400K	4.6%
FIDELITY MID CAP INDEX	Other securities	—	—	$254K	2.9%
VANGUARD TARGET RETIREMENT 2050 INV	Other securities	—	—	$239K	2.7%
WESTERN ASSET CORE PLUS BOND FUND I	Other securities	—	—	$238K	2.7%
AMERICAN FUNDS NEW PERSPECTIVE R6	Other securities	—	—	$227K	2.6%
VANGUARD TARGET RETIREMENT 2055 INV	Other securities	—	—	$221K	2.5%
JANUS HENDERSON ENTERPRISE I	Other securities	—	—	$186K	2.1%
VANGUARD SMALL CAP VALUE INDEX ADMIRAL	Other securities	—	—	$182K	2.1%
DODGE & COX INTERNATIONAL STOCK - I	Other securities	—	—	$180K	2.1%
VANGUARD TARGET RETIREMENT 2060 INV	Other securities	—	—	$174K	2.0%
VANGUARD MID-CAP VALUE INDEX ADMIRAL	Other securities	—	—	$165K	1.9%
VANGUARD TARGET RETIREMENT 2040 INV	Other securities	—	—	$131K	1.5%
FIDELITY SMALL CAP INDEX	Other securities	—	—	$117K	1.3%
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL	Other securities	—	—	$82K	0.9%
AMERICAN CENTURY REAL ESTATE R6	Other securities	—	—	$70K	0.8%
DFA INFLATION-PROTECTED SECURITIES I	Other securities	—	—	$47K	0.5%
JPMORGAN INTERNATIONAL EQUITY R6	Other securities	—	—	$40K	0.5%
FIDELITY INTERNATIONAL INDEX	Other securities	—	—	$33K	0.4%
Notes receivable from participants (4.25%-9.50%)	Bonds / Notes	—	—	$6K	<0.1%
GOLDMAN SACHS EMERGING MARKETS EQ R6	Other securities	—	—	$6K	<0.1%
VANGUARD TARGET RETIREMENT INCOME INV	Other securities	—	—	$2K	<0.1%