Back to filter
Original filing (PDF)20251022101159NAL0001730627001
CASA NISSAN, INC.
Form 5500
FILING_RECEIVED
CASA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
672
Accounts w/ balance
712
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASA NISSAN, INC..
Plan sponsor
Name
CASA NISSAN, INC.
EIN
74-2325378
Address
5855 MONTANA AVENUE · EL PASO, TX · 79925
Phone
(915) 772-1488
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
2025-10-22
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOCK & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401K ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| M HOLDINGS SECURITIES | 91-1802259 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $36.2M(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
$18.9M
33 holdings
Pooled Separate Account
$17.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $17.3M | 91.4% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE RETIREMENT | — | — | — | $4.2M | 22.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2035 | — | — | — | $3.2M | 16.9% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2045 | — | — | — | $2.8M | 14.6% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2055 | — | — | — | $1.8M | 9.6% | |
| VOYA FINANCIAL VOYA FIXED ACCOUNT | — | — | — | $1.0M | 5.4% | |
| AMERICAN FUNDS AMERICAN BALANCE R6 | — | — | — | $767K | 4.1% | |
| PARTICIPANT LOANS 5.25 % - 10.25% | — | — | — | $599K | 3.2% | |
| VOYA FINANCIAL MYCOMPASS INDEX CONSERVATIVE | — | — | — | $494K | 2.6% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2065 | — | — | — | $368K | 1.9% | |
| MFS INTERNATIONAL GROWTH FUND | — | — | — | $364K | 1.9% | |
| VANGUARD GROUP INC GROWTH INDEX FUND-ADMIRAL SHARES | — | — | — | $355K | 1.9% | |
| VANGUARD GROUP INC SMALL-CAP GROWTH INDEX FUND | — | — | — | $303K | 1.6% | |
| VANGUARD GROUP INC MID-CAP VALUE INDEX FUND | — | — | — | $261K | 1.4% | |
| VANGUARD GROUP INC VALUE INDEX FUND-ADMIRAL SHARES | — | — | — | $258K | 1.4% | |
| VOYA FINANCIAL CORE BOND FUND | — | — | — | $257K | 1.4% | |
| VOYA FINANCIAL LARGE CAP VALUE FUND | — | — | — | $250K | 1.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX CONSERVATIVE 2035 | — | — | — | $250K | 1.3% | |
| VOYA FINANCIAL INTERNATIONAL STOCK FUND | — | — | — | $198K | 1.0% | |
| BLACKROCK ADVISORS LLC MID-CAP GROWTH EQUITY PORTFOLIO | — | — | — | $195K | 1.0% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2055 | — | — | — | $187K | 1.0% | |
| VOYA FINANCIAL LARGE CAP GROWTH FUND | — | — | — | $187K | 1.0% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2045 | — | — | — | $138K | 0.7% | |
| VOYA FINANCIAL GOVERNMENT MONEY MARKET FUND | — | — | — | $79K | 0.4% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2045 | — | — | — | $76K | 0.4% | |
| AMERICAN FUNDS NEW WORLD FUND | — | — | — | $64K | 0.3% | |
| VOYA FINANCIAL MYCOMPASS INDEX AGGRESSIVE 2035 | — | — | — | $56K | 0.3% | |
| VANGUARD GROUP INC SMALL-CAP VALUE INDEX FUND-ADMIRAL | — | — | — | $50K | 0.3% | |
| COHEN & STEERS CAPITAL REAL ESTATE SECURITIES FUND | — | — | — | $46K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BOND FUND | — | — | — | $42K | 0.2% | |
| VANGUARD GROUP INC TOTAL INTERNATIONAL BOND INDEX | — | — | — | $28K | 0.1% | |
| LORD ABBETT & CO LLC HIGH YIELD FUND | — | — | — | $16K | <0.1% | |
| DFA COMMODITY STRATEGY PORTFOLIO | — | — | — | $10K | <0.1% | |
| VOYA FINANCIAL MYCOMPASS INDEX MODERATE 2025 | — | — | — | $5K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT ADVISORS, LLC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
MOTOROLA SOLUTIONS, INC.
MOTOROLA SOLUTIONS 401(K) PLAN
$6.5B · 10,200 participants
THOMSON REUTERS HOLDINGS INC.
THOMSON REUTERS 401(K) SAVINGS PLAN
$4.5B · 8,130 participants
MASTERCARD INTERNATIONAL INCORPORATED
MASTERCARD SAVINGS PLAN
$3.9B · 11,144 participants
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
FLUOR CORPORATION
FLUOR CORPORATION EMPLOYEES SAVINGS INVESTMENT PLAN
$3.5B · 8,127 participants
Similar-size Retail Trade plans
PEPE MOTORS CORP.
PEPE MOTORS CORP. 401(K) PLAN
$18.9M · 419 participants
EASTVIEW, INC DBA CREST FORD FLATROCK, INC.
CREST AUTOMOTIVE GROUP EMPLOYEES' PROFIT SHARING 401(K)
$18.9M · 175 participants
INTERNATIONAL CARS, LTD., INC.
INTERNATIONAL CARS, LTD., INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN
$18.9M · 384 participants
GRAHAM-OURISMAN AUTOMOTIVE LLC
GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN
$18.9M · 790 participants
JAMES WOOD MOTORS, INC
JAMES WOOD MOTORS 401(K) PLAN
$18.9M · 370 participants
EWING BUICK - PLANO, L.P., D/B/A EWING AUTOMOTIVE GROUP
EWING AUTOMOTIVE GROUP 401(K) PLAN
$18.9M · 555 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants