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Original filing (PDF)20251014123354NAL0001383315001
JOHN VANCE MOTORS INC.
Form 5500
FILING_RECEIVED
JOHN VANCE AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
189
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN VANCE MOTORS INC..
Plan sponsor
Name
JOHN VANCE MOTORS INC.
EIN
73-1580121
Address
5322 S DIVISION ST · GUTHRIE, OK · 730447021
Phone
(405) 282-2113
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $51K | — |
Investments
20 direct securities · 1 pooled fund· $8.0M(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.
Uncategorized
$7.3M
20 holdings
Common Collective Trust
$722K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Core Plus Bond A | — | — | — | $935K | 12.8% | |
| Columbia Threadneedle Columbia Large Cap Index A | — | — | — | $854K | 11.7% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $722K | 9.9% | |
| Invesco Stable Asset Fund | — | — | — | $711K | 9.7% | |
| AllianceBernstein AB Large Cap Growth A | — | — | — | $641K | 8.8% | |
| Amundi Asset Management Pioneer Equity Income A | — | — | — | $567K | 7.7% | |
| MFS International Diversification A | — | — | — | $470K | 6.4% | |
| PIMCO Real Return A | — | — | — | $415K | 5.7% | |
| Invesco Oppenheimer Main Street A | — | — | — | $335K | 4.6% | |
| Lord Abbett Lord Abbett High Yield Fund Class R4 | — | — | — | $266K | 3.6% | |
| Columbia Threadneedle Columbia Small Cap Index A | — | — | — | $259K | 3.5% | |
| BlackRock iShares MSCI EAFE International Index A | — | — | — | $248K | 3.4% | |
| Columbia Threadneedle Columbia Mid Cap Index A | — | — | — | $228K | 3.1% | |
| Victory Capital Victory Munder International Sm-Cp A | — | — | — | $218K | 3.0% | |
| American Century Investments American Century Emerging Markets Fund | — | — | — | $198K | 2.7% | |
| maturing through July 2039 | — | — | — | $180K | 2.5% | |
| Victory Capital Victory Sycamore Established Value A | — | — | — | $165K | 2.3% | |
| J.P Morgan Undiscovered Managers Behavioral Val R5 | — | — | — | $165K | 2.3% | |
| AllianceBernstein AB Small Cap Growth Z | — | — | — | $152K | 2.1% | |
| Amundi Asset Management Pioneer Select Mid Cap Growth A | — | — | — | $152K | 2.1% | |
| DWS Asset Management DWS Real Estate Securities A | — | — | — | $133K | 1.8% |
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