Original filing (PDF)20251015125456NAL0004903761001

ALAN Jay Automotive Management, Inc.

Name: ALAN Jay Automotive Management, Inc. — Form 5500 (2024)
Creator: ALAN Jay Automotive Management, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) retirement plan · ALAN Jay Automotive Management, Inc. held $10.6M in plan assets for 321 participants in 2024, with Nationwide as recordkeeper.

Signals · 2

Late participant contributions92% employer stock

Active participants

321

Accounts w/ balance

208

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 131K (10% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALAN JAY AUTOMOTIVE MANAGEMENT, INC.

EIN

59-3533025all filings

Address

401 U.S. 27 SOUTH · SEBRING, FL · 33870

Phone

(863) 402-4210

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	—	—	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION FINANCIAL SERVICES	58-1485803	—	—	$19K	—
FIDUCIARY WISE, LLC	81-3799174	—	—

Investments

37 direct securities· $10.6M(100% of reported assets)

Common Stocks

$9.8M

30 holdings

Common Collective Trusts

$377K

1 holding

Bonds / Notes

$240K

1 holding

Mutual Funds

$199K

5 holdings

					% of plan
Nationwide Trust Company Vngrd Trgt Rtrmt Inc	Common Stocks	—	—	$1.8M	16.7%
Nationwide Trust Company Vngrd Trgt Rtrmt 2035 Inv	Common Stocks	—	—	$1.2M	10.9%
Nationwide Trust Company Vngrd Trgt Rtrmt 2045 Inv	Common Stocks	—	—	$1.1M	9.9%
Nationwide Trust Company Vngrd Trgt Rtrmt 2020 Inv	Common Stocks	—	—	$728K	6.8%
Nationwide Trust Company Vngrd Trgt Rtrmt 2030 Inv	Common Stocks	—	—	$692K	6.5%
Nationwide Trust Company Fed Hrms Gov Oblgtns Prmr	Common Stocks	—	—	$645K	6.1%
Nationwide Trust Company Vngrd Trgt Rtrmt 2025 Inv	Common Stocks	—	—	$584K	5.5%
Nationwide Trust Company Vngrd Trgt Rtrmt 2050 Inv	Common Stocks	—	—	$520K	4.9%
Nationwide Trust Company Vngrd Trgt Rtrmt 2040 Inv	Common Stocks	—	—	$479K	4.5%
Nationwide Trust Company Vngrd 500 Index Fd AS	Common Collective Trusts	—	—	$377K	3.5%
Nationwide Trust Company Vngrd Trgt Rtrmt 2060 Inv	Common Stocks	—	—	$350K	3.3%
Participant Plan Loans 1-5 Years Interest Rate: 5.25% - 10.5%	Bonds / Notes	—	—	$240K	2.2%
Nationwide Trust Company Vngrd Extnd Mkt Indx Adml	Common Stocks	—	—	$181K	1.7%
Nationwide Trust Company Vngrd MdCap Gr Indx Adml	Common Stocks	—	—	$179K	1.7%
Nationwide Trust Company Vngrd Eq Inc Inv	Common Stocks	—	—	$163K	1.5%
Nationwide Trust Company Vngrd SmCap Gr Indx Adml	Common Stocks	—	—	$155K	1.5%
Nationwide Trust Company Fed Hrms ShIntdTlRtBd Ins	Common Stocks	—	—	$153K	1.4%
Nationwide Trust Company Vngrd Trgt Rtrmt 2055 Inv	Common Stocks	—	—	$148K	1.4%
Nationwide Trust Company Vngrd Trgt Rtrmt 2065 Inv 2 * Nationwide Trust Company Vngrd Trgt Rtrmt 2070 Inv 2 * Nationwide Trust Company Vngrd Gr Indx Adml	Common Stocks	—	—	$131K	1.2%
Nationwide Trust Company AmFds Am Mut R6	Common Stocks	—	—	$124K	1.2%
Nationwide Trust Company Vngrd Hi Yld Corp Adml 3 * Nationwide Trust Company Vngrd Info Tech Indx Adml +	Common Stocks	—	—	$114K	1.1%
Nationwide Trust Company Vngrd Sel Val Inv	Common Stocks	—	—	$108K	1.0%
Nationwide Trust Company AmFds Cap Inc Bldr R6	Common Stocks	—	—	$107K	1.0%
Nationwide Trust Company Fid Intl Indx	Mutual Funds	—	—	$79K	0.7%
Nationwide Trust Company Vngrd Val Indx Adml	Common Stocks	—	—	$65K	0.6%
Nationwide Trust Company DFA Intmd Govt FxdInc Ins	Mutual Funds	—	—	$50K	0.5%
Nationwide Trust Company AmFds EuroPacfc Gr R6	Common Stocks	—	—	$46K	0.4%
Nationwide Trust Company Prncpl Cap App Inst	Common Stocks	—	—	$44K	0.4%
Nationwide Trust Company Fed Hrms Inst HiYldBd Ins	Common Stocks	—	—	$32K	0.3%
Nationwide Trust Company NW BNYMel Dynmc US Cor R6	Common Stocks	—	—	$31K	0.3%
Nationwide Trust Company Fid Us Bd Indx	Mutual Funds	—	—	$24K	0.2%
Nationwide Trust Company DFA US Trgt Val Inst	Mutual Funds	—	—	$24K	0.2%
Nationwide Trust Company Fid Smcap Indx	Mutual Funds	—	—	$22K	0.2%
Nationwide Trust Company Vngrd Wlsly Inc Inv	Common Stocks	—	—	$20K	0.2%
Nationwide Trust Company Vngrd SmCap Val Indx Adml	Common Stocks	—	—	$18K	0.2%
Nationwide Trust Company Vngrd Bal Indx Adml	Common Stocks	—	—	$13K	0.1%
Nationwide Trust Company Fed Hrms TtlRtnGvtBd Inst	Common Stocks	—	—	$1K	<0.1%