Original filing (PDF)20251006095611NAL0001971123001

DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA

Name: DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA — DON THORNTON AUTOMOTIVE 401(K) PLAN, Form 5500 (2024)
Creator: DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA

Form 5500

FILING_RECEIVED

DON THORNTON AUTOMOTIVE 401(K) PLAN

401(k) retirement plan

Signals · 2

29% in single holdingCorrective distributions issued

Active participants

305

Accounts w/ balance

165

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA.

Plan sponsor

Name

DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA

EIN

73-1587381

Address

4210 SOUTH MEMORIAL DRIVE · TULSA, OK · 74145

Phone

(918) 665-3987

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

2025-10-06

Pension benefit codes

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)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE TRUST COMPANY OF OKLAHOMA	73-1577418	—	TRUSTEE	$75K	—

Investments

38 direct securities · 1 pooled fund· $16.8M(99% 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.

Other securities

$16.0M

34 holdings

Cash / Money Market

$492K

3 holdings

U.S. Treasuries

$337K

1 holding

Common Collective Trust

1 holding

					% of plan
Fidelity 500 Index Mutual Fund N/A	Other securities	—	—	$5.0M	29.3%
Self-directed brokerage account Self-directed brokerage account N/A	Other securities	—	—	$4.2M	24.5%
Vanguard Windsor II Admiral Mutual Fund N/A	Other securities	—	—	$606K	3.6%
Vanguard Developed Markets Index Adm Mutual Fund N/A	Other securities	—	—	$599K	3.5%
Vanguard Mid-Cap Index Admiral Mutual Fund N/A	Other securities	—	—	$503K	3.0%
Goldman Sachs Investr Money Market I Money Market Mutual Fund N/A	Cash / Money Market	—	—	$415K	2.4%
Dodge & Cox Income Fund X Mutual Fund N/A	Other securities	—	—	$402K	2.4%
Fidelity Contrafund K6 Mutual Fund N/A	Other securities	—	—	$364K	2.1%
Vanguard International Growth Adm Mutual Fund N/A	Other securities	—	—	$354K	2.1%
Vanguard Inter-Term Invest-Grade Adm Mutual Fund N/A	Other securities	—	—	$338K	2.0%
PIMCO Investment Grade Credit Bond I Mutual Fund N/A	U.S. Treasuries	—	—	$337K	2.0%
Vanguard Mid Cap Index Institutional Mutual Fund N/A	Other securities	—	—	$318K	1.9%
Cohen & Steers Realty Shares I Mutual Fund N/A	Other securities	—	—	$308K	1.8%
Dodge & Cox Stock X Mutual Fund N/A	Other securities	—	—	$236K	1.4%
T Rowe Price Mid-Cap Growth I Mutual Fund N/A	Other securities	—	—	$227K	1.3%
Dodge & Cox Intl Stck X Mutual Fund N/A	Other securities	—	—	$207K	1.2%
Fidelity Large Cap Growth Idx Ins PR Mutual Fund N/A	Other securities	—	—	$201K	1.2%
Vanguard Value Index Admiral Mutual Fund N/A	Other securities	—	—	$184K	1.1%
PIMCO Total Return I Mutual Fund N/A	Other securities	—	—	$182K	1.1%
Vanguard Tax-Managed Small-Cap Adm Mutual Fund N/A	Other securities	—	—	$167K	1.0%
Vanguard S/T Inv-Grade - I Mutual Fund N/A	Other securities	—	—	$167K	1.0%
Thornburg Limited-Term Income I Mutual Fund N/A	Other securities	—	—	$166K	1.0%
Dodge & Cox Balanced X Mutual Fund N/A	Other securities	—	—	$147K	0.9%
Vanguard Small Cap Index Institutional Mutual Fund N/A	Other securities	—	—	$146K	0.9%
Delaware Emerging Markets R6 Mutual Fund N/A	Other securities	—	—	$134K	0.8%
PIMCO High Yield I Mutual Fund N/A	Other securities	—	—	$128K	0.8%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund N/A	Other securities	—	—	$113K	0.7%
Vanguard S/T Inflat-Prot SEC Index I Mutual Fund N/A	Other securities	—	—	$113K	0.7%
Amer Bcn Sm Cap Val-R6 Mutual Fund N/A	Other securities	—	—	$106K	0.6%
Vanguard Total International Bond Idx Admiral Mutual Fund N/A	Other securities	—	—	$105K	0.6%
Vanguard Small-Cap Index Admiral Mutual Fund N/A	Other securities	—	—	$93K	0.5%
Invesco Premier Portfolio Money Market Mutual Fund N/A	Cash / Money Market	—	—	$75K	0.4%
T Rowe Price Dividend Growth I Mutual Fund N/A	Other securities	—	—	$67K	0.4%
Franklin Small Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$60K	0.4%
Vanguard Short-Term Treasury Admiral Mutual Fund N/A	Other securities	—	—	$40K	0.2%
Vanguard Short-Term Invest-Grade Adm Mutual Fund N/A	Other securities	—	—	$21K	0.1%
Vanguard Total Bond Market Index Adm Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
Goldman Sachs FIN Square-Fsi Money Market Mutual Fund N/A	Cash / Money Market	—	—	$2K	<0.1%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$0	<0.1%