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Original filing (PDF)20251010143238NAL0012808560001
WALNUT CREEK FORD, INC.
Form 5500
FILING_RECEIVED
STEAD AUTOMOTIVE GROUP #1 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
326
Accounts w/ balance
376
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALNUT CREEK FORD, INC..
Plan sponsor
Name
WALNUT CREEK FORD, INC.
EIN
68-0193997
Address
1800 NORTH MAIN STREET · WALNUT CREEK, CA · 94596
Phone
(925) 932-2900
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $35K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $5K | — |
Investments
17 direct securities · 23 pooled funds· $23.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$19.2M
22 holdings
Uncategorized
$4.4M
17 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $3.8M | 15.9% | |
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $2.8M | 11.8% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $2.5M | 10.7% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $2.2M | 9.1% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| CALLAN GLIDEPATH 2015 MO GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $1.0M | 4.3% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $935K | 3.9% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $797K | 3.4% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $733K | 3.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $618K | 2.6% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $533K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $504K | 2.1% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $481K | 2.0% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $478K | 2.0% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $475K | 2.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $459K | 1.9% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $445K | 1.9% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $441K | 1.9% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $439K | 1.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $332K | 1.4% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $327K | 1.4% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $326K | 1.4% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $306K | 1.3% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $201K | 0.8% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $189K | 0.8% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $140K | 0.6% | |
| MFS Value R6 MFS 0 | — | — | — | $133K | 0.6% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $123K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $90K | 0.4% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $76K | 0.3% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $60K | 0.3% | |
| Invesco Global R6 Invesco 0 | — | — | — | $50K | 0.2% | |
| Mutual of Omaha Insurance United Of Omaha 0 | — | — | — | $45K | 0.2% | |
| CALLAN GLIDEPATH RET INC MO GREAT GRAY TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $39K | 0.2% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $37K | 0.2% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $19K | <0.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $16K | <0.1% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $16K | <0.1% | |
| Contribution Account MG Trust Company 0 | — | — | — | $10K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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