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Original filing (PDF)20250728111757NAL0000817123001

ESKRIDGE AUTO GROUP, INC.

Form 5500
FILING_RECEIVED
ESKRIDGE AUTO GROUP PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
74% employer stockNo recordkeeper disclosed
Active participants
146
Accounts w/ balance
333
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
187 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • 74% of plan in employer / sponsor stock.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESKRIDGE AUTO GROUP, INC..
Plan sponsor
Name
ESKRIDGE AUTO GROUP, INC.
EIN
73-1486292
Address
P.O. BOX 13010 · OKLAHOMA CITY, OK · 731131010
Phone
(405) 755-9000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FINLEY & COOK, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
SEI PRIVATE TRUST COMPANY23-3060382OAKS, PANONE$48K
RENAISSANCE INVESTMENTS73-1008203NONE$8K
RBC GLOBAL ASSET MANAGEMENT85-3201987MILWAUKEE, WINONE$7K

Investments

183 direct securities· $26.1M(94% of reported assets)
Uncategorized
$25.3M
176 holdings
Common Stocks
$580K
4 holdings
Corporate Bonds
$249K
3 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
APPLE INC COMMON STOCK$118K$982K3.5%
MICROSOFT CORP COMMON STOCK$496K$934K3.4%
NVIDIA CORPORATION COMMON STOCK$171K$792K2.9%
Vanguard Mid-Cap Growth ETF$704K$690K2.5%
AMAZON COM INC COMMON STOCK$331K$546K2.0%
JPMORGAN CHASE & CO COMMON STOCK$141K$435K1.6%
BERKSHIRE HATHAWAY CL B COMMON STOCK$134K$358K1.3%
META PLATFORMS INC COMMON STOCK$104K$353K1.3%
VISA INC COMMON STOCK$126K$353K1.3%
ALPHABET INC CL A COMMON STOCK$97K$350K1.3%
Vanguard Mid-Cap Value ETF$350K$334K1.2%
Registered investment companies Russell Mid-Cap Value ETF$351K$334K1.2%
T-MOBILE US INC COMMON STOCK$283K$329K1.2%
TRANE TECHNOLOGIES PLC COMMON STOCK$382K$327K1.2%
UNITEDHEALTH GROUP INC COMMON STOCK$31K$326K1.2%
COSTCO WHOLESALE CORP COMMON STOCK$296K$312K1.1%
HOME DEPOT INC/THE COMMON STOCK$205K$296K1.1%
WALT DISNEY CO/THE COMMON STOCK$300K$274K1.0%
Vanguard Small-Cap ETF$318K$273K1.0%
, Continued CAPITAL ONE FINANCIAL CORP COMMON STOCK
Common Stocks
$247K$267K1.0%
BROADCOM INC COMMON STOCK$106K$260K0.9%
MARSH & MCLENNAN COS INC COMMON STOCK$234K$256K0.9%
MC DONALDS CORP COMMON STOCK$170K$255K0.9%
CINTAS CORP COMMON STOCK$243K$254K0.9%
ALPHABET INC CL C COMMON STOCK$68K$254K0.9%
ASML HOLDING NV COMMON STOCK$255K$235K0.8%
EXXON MOBIL CORP COMMON STOCK$233K$231K0.8%
TESLA INC COMMON STOCK$235K$230K0.8%
Western Alliance Bank deposit program$230K$230K0.8%
AMGEN INC COMMON STOCK$140K$227K0.8%
VERTEX PHARMACEUTICALS COMMON STOCK$220K$223K0.8%
NEXTERA ENERGY INC COMMON STOCK$260K$222K0.8%
THERMO FISHER SCIENTIFIC INC COMMON STOCK$239K$220K0.8%
WILLIAMS COS INC/THE COMMON STOCK$192K$218K0.8%
TJX COS INC/THE COMMON STOCK$200K$213K0.8%
ALTRIA GROUP INC COMMON STOCK$159K$205K0.7%
ENTERGY CORP COMMON STOCK$164K$204K0.7%
AMERICAN TOWER CORP COMMON STOCK$210K$204K0.7%
WALMART INC COMMON STOCK$68K$200K0.7%
PARKER HANNIFIN CORP COMMON STOCK$199K$195K0.7%
AT&T INC COMMON STOCK$151K$193K0.7%
EOG RESOURCES INC COMMON STOCK$176K$187K0.7%
INTERNATIONAL PAPER CO COMMON STOCK$169K$185K0.7%
QUANTA SERVICES INC COMMON STOCK$223K$185K0.7%
BANK OF NOVA SCOTIA 4.85% 01 FEB 2030$175K$175K0.6%
METLIFE INC 5.38% 15 JUL 2033$174K$173K0.6%
PHILIP MORRIS INTERNATIONAL INC COMMON STOCK$141K$170K0.6%
AMERICAN ELECTRIC POWER CO INC COMMON STOCK$151K$167K0.6%
DUKE ENERGY CORP COMMON STOCK$156K$160K0.6%
CITIZENS FINANCIALGROUP INC COMMON STOCK$160K$156K0.6%
CINCINNATI FINANCIAL CORP COMMON STOCK$147K$156K0.6%
PEPSICO INC COMMON STOCK$177K$153K0.6%
LINDE PLC COMMON STOCK$157K$153K0.6%
S&P GLOBAL INC COMMON STOCK$149K$152K0.6%
, Continued SALESFORCE INC COMMON STOCK
Common Stocks
$158K$152K0.5%
NORTHROP GRUMMAN CP COMMON STOCK$109K$151K0.5%
APPLE INC 3.00% 20 JUN 2027$150K$150K0.5%
COCA-COLA CO 3.38% 25 MAR 2027$149K$150K0.5%
REGIONS FINANCIAL CORP COMMON STOCK$161K$148K0.5%
NISOURCE INC COMMON STOCK$128K$146K0.5%
FIFTH THIRD BANCORP COMMON STOCK$162K$145K0.5%
BANK OF AMERICA CORP COMMON STOCK$58K$145K0.5%
KLA CORP COMMON STOCK$79K$144K0.5%
ROPER TECHNOLOGIES INC COMMON STOCK$126K$144K0.5%
COMCAST CORP 4.80% 15 MAY 2033$145K$144K0.5%
, Continued UNION PACIFIC CORP 3.70% 01 MAR 2029
Corporate Bonds
$142K$142K0.5%
LOWE'S COS INC 4.50% 15 APR 2030$139K$139K0.5%
VERIZON COMMUNICATIONS INC COMMON STOCK$106K$138K0.5%
HCA HEALTHCARE INC COMMON STOCK$98K$138K0.5%
WEC ENERGY GROUP INC COMMON STOCK$124K$137K0.5%
NOVO NORDISK A/S COMMON STOCK$222K$135K0.5%
CSX CORP COMMON STOCK$118K$135K0.5%
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK$115K$132K0.5%
COCA-COLA CO/THE COMMON STOCK$58K$130K0.5%
PUBLIC SERVICE ENTERPRISE GROUP INC COMMON STOCK$143K$130K0.5%
AMERICAN WATER WORKS CO INC COMMON STOCK$123K$130K0.5%
METLIFE INC COMMON STOCK$133K$129K0.5%
ALPHABET INC . 8.00% 15 AUG 2027$125K$126K0.5%
US BANCORP COMMON STOCK$142K$124K0.4%
FIRSTENERGY CORP COMMON STOCK$133K$123K0.4%
CITIGROUP INC COMMON STOCK$108K$122K0.4%
MITSUBISHI UFJ FINANCIAL GROUP INC 4.05% 11 SEP 2028$122K$122K0.4%
LABORATORY CORP OF AMERICA 3.60% 01 SEP 2027$119K$119K0.4%
DTE ENERGY CO COMMON STOCK$110K$119K0.4%
CME GROUP INC COMMON STOCK$101K$118K0.4%
SOUTHERN CO 3.70% 30 APR 2030$116K$116K0.4%
DOMINION RESOURCES INV/VA COMMON STOCK$119K$111K0.4%
FIDELITY NATIONAL FINANCIAL INC COMMON STOCK$102K$110K0.4%
US BANCORP 1.38% 22 JUL 2030$105K$106K0.4%
TRUIST FINANCIAL CORP COMMON STOCK$111K$105K0.4%
ABBVIE INC COMMON STOCK
Common Stocks
$54K$104K0.4%
PROCTER & GAMBLE CO/THE COMMON STOCK$105K$102K0.4%
BANK OF NEW YORK MELLON CORP/THE COMMON STOCK$90K$99K0.4%
KINDER MORGAN ENERGY PARTNERS LP 7.30% 15 AUG 2033$101K$98K0.4%
JOHNSON & JOHNSON INC 4.90% 01 JUN 2031$98K$98K0.4%
RTX CORP 4.13% 16 NOV 2028$96K$97K0.3%
GOLDMAN SACHS GROUP INC 6.13% 15 FEB 2033$96K$95K0.3%
SCHLUMBERGER NV COMMON STOCK$94K$94K0.3%
ZOETIS INC COMMON STOCK$104K$94K0.3%
DUPONT DE NEMOURS INC 4.73% 15 NOV 2028$90K$90K0.3%
LYONDELLBASELL INDUSTRIES NV COMMON STOCK$112K$89K0.3%
UNUM GROUP COMMON STOCK$67K$88K0.3%
ANHEUSER-BUSCH COS LLC 4.70% 01 FEB 2036$87K$87K0.3%
CITIGROUP INC 6.63% 15 JUN 2032$87K$86K0.3%
NXP SEMICONDUCTORS NV COMMON STOCK$110K$86K0.3%
SEMPRA ENERGY COMMON STOCK$101K$85K0.3%
AMERICAN ELECTRIC POWER CO INC 4.30% 01 DEC 2028$83K$83K0.3%
EVERSOURCE ENERGY COM COMMON STOCK$86K$81K0.3%
GENERAL MILLS INC COMMON STOCK$92K$80K0.3%
LOCKHEED MARTIN CORP COMMON STOCK$65K$77K0.3%
INTERPUBLIC GROUP OF COS INC/THE COMMON STOCK$84K$76K0.3%
MORGAN STANLEY 7.25% 01 APR 2032$76K$75K0.3%
TORONTO-DOMINION BANK 2.00% 10 SEP 2031$72K$73K0.3%
TEVA PHARMACEUTICAL 3.15% 01 OCT 2026$72K$73K0.3%
FORD MOTOR CO COMMON STOCK$78K$70K0.3%
NORTHERN TRUST CORP 6.13% 02 NOV 2032$69K$68K0.2%
PFIZER INC COMMON STOCK$76K$67K0.2%
XPLR INFRASTRUCTURE LP 3.88% 15 OCT 2026$67K$66K0.2%
VERIZON COMMUNICATIONS INC 4.40% 01 NOV 2034$66K$66K0.2%
HCA INC 5.63% 01 SEP 2028$65K$65K0.2%
XCEL ENERGY INC COMMON STOCK$61K$64K0.2%
LOCKHEED MARTIN CORP 3.60% 01 MAR 2035$65K$64K0.2%
WESCO DISTRIBUTION INC 7.25% 15 JUN 2028$65K$64K0.2%
CENTENE CORP 3.38% 15 FEB 2030$63K$63K0.2%
MARB BONDCO PLC 3.95% 29 JAN 2031$63K$63K0.2%
ENERGY TRANSFER LP 4.90% 15 MAR 2035$63K$63K0.2%
ONEMAIN HLDGS INC COMMON STOCK$58K$61K0.2%
WATSCO INC COMMON STOCK$57K$60K0.2%
CCO HOLDINGS LLC 4.50% 15 AUG 2030$58K$59K0.2%
BROOKFIELD ASSET MANAGEMENT LTD COMMON STOCK$64K$59K0.2%
, Continued KIMBERLY-CLARK CORP COMMON STOCK
Common Stocks
$54K$56K0.2%
BUILDERS FIRSTSOURCE INC 5.00% 01 MAR 2030$57K$56K0.2%
HOLOGIC INC 3.25% 15 FEB 2029$56K$56K0.2%
H&R BLOCK INC COMMON STOCK$61K$56K0.2%
UNITED RENTALS NORTH AMERICA INC 4.88% 15 JAN 2028$56K$56K0.2%
OPEN TEXT HOLDINGS INC 4.13% 15 FEB 2030$56K$56K0.2%
COTY INC 4.75% 15 JAN 2029$55K$55K0.2%
HP INC COMMON STOCK$74K$55K0.2%
LAZARD INC COM COMMON STOCK$66K$55K0.2%
NRG ENERGY INC 5.25% 15 JUN 2029$55K$55K0.2%
GENUINE PARTS CO COMMON STOCK$52K$54K0.2%
AMKOR TECHNOLOGY INC 6.63% 15 SEP 2027$54K$54K0.2%
XEROX HOLDINGS CORP 5.50% 15 AUG 2028$66K$54K0.2%
TREEHOUSE FOODS INC 4.00% 01 SEP 2028$55K$54K0.2%
PRINCIPAL FINANCIAL GROUP INC COMMON STOCK$52K$54K0.2%
ALBERTSONS COS INC 4.875% 15 FEB 2030
Corporate Bonds
$55K$54K0.2%
CHS INC 5.63% 15 MAR 2027$54K$53K0.2%
LITHIA MOTORS INC 4.38% 15 JAN 2031$54K$53K0.2%
, Continued FORD MOTOR CO 6.10% 19 AUG 2032
Corporate Bonds
$55K$53K0.2%
VISTRA OPERATIONS CO LLC 7.75% 15 OCT 2031$53K$52K0.2%
TEGNA INC 5.00% 156 SEP 2029$52K$52K0.2%
BRINK'S CO 4.63% 15 OCT 2027$52K$52K0.2%
SONOCO PRODUCTS CO COMMON STOCK$57K$50K0.2%
SEAGATE TECHNOLOGY HOLDINGS PLC COMMON STOCK$62K$50K0.2%
AVIS BUDGET CAR RENTAL LLC 5.38% 01 MAR 2029$48K$47K0.2%
MURPHY OIL USA INC 4.75% 15 SEP 2029$47K$47K0.2%
BEST BUY CO INC COMMON STOCK$59K$47K0.2%
PILGRIM'S PRIDE CORP 6.25% 01 JUL 2033$47K$47K0.2%
DAVITA INC 4.63% 01 JUN 2030$47K$46K0.2%
TENET HEALTHCARE CORP 6.75% 15 MAY 2031$46K$46K0.2%
NEW GOLD INC 7.50% 15 JUL 2027$46K$45K0.2%
UNISYS CORP 6.88% 01 NOV 2027$45K$45K0.2%
BATH & BODY WORKS INC 6.88% 01 NOV 2035$45K$45K0.2%
GENESIS ENERGY LP 7.75% 01 FEB 2028$44K$44K0.2%
VIASAT INC 5.63% 15 APR 2027$43K$44K0.2%
NORTHERN OIL & GAS INC 8.13% 01 MAR 2028$44K$44K0.2%
AMERICAN AXLE & MANUFACTURING 5.00% 01 OCT 2029$46K$43K0.2%
MATADOR RESOURCES CO 6.875% 15 APR 2028$43K$43K0.2%
NEXSTAR MEDIA INC 4.75% 01 NOV 2028$42K$42K0.2%
OCCIDENTAL PETROLEUM CORP COMMON STOCK$44K$42K0.2%
POST HOLDINGS INC 6.38% 01 MAR 2033$42K$41K0.1%
VALERO ENERGY CORP COMMON STOCK$41K$41K0.1%
BOMBARDIER INC 6.00% 15 FEB 2028$41K$40K0.1%
WHIRLPOOL CORP COMMON STOCK$44K$37K0.1%
MidFirst Bank Money market account$37K$37K0.1%
MERCK & CO INC COMMON STOCK$48K$37K0.1%
WENDY'S CO/THE COMMON STOCK$45K$34K0.1%
CARNIVAL CORP 6.00% 01 MAY 2029$32K$32K0.1%
GAP INC 3.88% 01 OCT 2031$31K$31K0.1%
SIRIUS XM RADIO INC 3.88% 01 SEP 2031$30K$30K0.1%
MILEAGE PLUS HOLDINGS LLC 6.50% 20 JUN 2027$25K$25K<0.1%
FMC CORP COMMON STOCK$28K$19K<0.1%
Cash and cash equivalents MidFirst Bank Money market account$18K$18K<0.1%

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