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Original filing (PDF)20251010111533NAL0012944448001
RUDOLPH CHEVROLET, LLC
Form 5500
FILING_RECEIVED
RUDOLPH CHEVROLET, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
255
Accounts w/ balance
251
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.3M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Target Retirement 2025 Fund" is 25% of plan.
- 67 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 RUDOLPH CHEVROLET, LLC.
Plan sponsor
Name
RUDOLPH CHEVROLET, LLC
EIN
74-1366397
Address
5625 S DESERT BLVD · EL PASO, TX · 79932
Phone
(915) 544-4321
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
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
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY | — | — | CUSTODIAN | $5K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREBETTER, INC. | — | DALLAS, TX | TPA RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J BEAVER INVESTMENT ADVISORS, INC. | — | EL PASO, TX | INVESTMENT ADVISOR | $39K | — |
Investments
35 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.1M | 25.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.0M | 23.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 18.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $963K | 11.4% | |
| State Street SPDR Bloomberg Investment Grade Floating Rate ETF | — | — | — | $367K | 4.4% | |
| Varying Maturity Dates through 2036 - | — | — | — | $315K | 3.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $151K | 1.8% | |
| First Trust First Trust Dorsey Wright Focus 5 ETF | — | — | — | $121K | 1.4% | |
| Invesco S&P 500 Low Volatility ETF | — | — | — | $116K | 1.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $91K | 1.1% | |
| iShares Core Conservative Allocation ETF 190 iShares Core S&P 500 ETF | — | — | — | $86K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $83K | 1.0% | |
| Invesco S&P Midcap Low Volatility ETF | — | — | — | $78K | 0.9% | |
| State Street Technology Select Sector SPDR | — | — | — | $54K | 0.6% | |
| Vanguard Total Bond Market | — | — | — | $38K | 0.5% | |
| Invesco S&P Smallcap Low Volatility ETF | — | — | — | $37K | 0.4% | |
| Vanguard Small-Cap ETF | — | — | — | $33K | 0.4% | |
| Vanguard FTSE Emerging Markets | — | — | — | $26K | 0.3% | |
| Vanguard FTSE Developed Markets ETF | — | — | — | $26K | 0.3% | |
| Matrix Trust Cash | — | — | — | $20K | 0.2% | |
| iShares Core S&P Mid-Cap ETF | — | — | — | $19K | 0.2% | |
| Vanguard Small-Cap Value ETF | — | — | — | $16K | 0.2% | |
| Vanguard Energy ETF | — | — | — | $16K | 0.2% | |
| iShares Russell Mid-Cap Value | — | — | — | $15K | 0.2% | |
| iShares Russell 1000 Growth ETF | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $14K | 0.2% | |
| iShares Tips Bond ETF | — | — | — | $13K | 0.2% | |
| Vanguard Small-Cap Growth ETF | — | — | — | $13K | 0.2% | |
| iShares Russell 1000 Value ETF | — | — | — | $9K | 0.1% | |
| Vanguard Real Estate ETF | — | — | — | $9K | 0.1% | |
| State Street Financial Select Sector SPDR | — | — | — | $9K | 0.1% | |
| State Street SPDR Bloomberg High Yield Bond ETF | — | — | — | $9K | 0.1% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $7K | <0.1% | |
| State Street Utilities Select Sector SPDR 688 State Street SPDR S&P Dividend | — | — | — | $6K | <0.1% | |
| Vanguard FTSE All-World Ex-US | — | — | — | $3K | <0.1% |