Original filing (PDF)20251015132521NAL0002361011001

KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO

Name: KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO — KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN, Form 5500 (2024)
Creator: KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO

Form 5500

FILING_RECEIVED

KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

342

Accounts w/ balance

364

Plan assets (EOY)

$29.1M

Net assets (EOY)

$29.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO.

Plan sponsor

Name

KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO

EIN

74-2705436

Address

611 LOCKHILL SELMA · SAN ANTONIO, TX · 78216

Phone

(210) 426-3310

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$37K	—

Investments

29 direct securities · 2 pooled funds· $29.1M(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.

Other securities

$25.7M

28 holdings

Common Collective Trust

$2.9M

2 holdings

Bonds / Notes

$534K

1 holding

					% of plan
American Funds American Balanced Mutual Fund NR	Other securities	—	—	$7.2M	24.9%
Goldman Sachs Large Cap Growth Insights Mutual Fund NR	Other securities	—	—	$5.6M	19.3%
RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$2.8M	9.6%
Fidelity 500 Index Mutual Fund NR	Other securities	—	—	$2.7M	9.3%
Nuveen Lifecycle Index 2035 Mutual Fund NR	Other securities	—	—	$1.4M	4.8%
Janus Henderson Enterprise Mutual Fund NR	Other securities	—	—	$859K	3.0%
Nuveen Lifecycle Index 2030 Mutual Fund NR	Other securities	—	—	$835K	2.9%
Fidelity Mid Cap Index Mutual Fund NR	Other securities	—	—	$762K	2.6%
Nuveen Lifecycle Index 2060 Mutual Fund NR	Other securities	—	—	$635K	2.2%
Nuveen Lifecycle Index 2040 Mutual Fund NR	Other securities	—	—	$581K	2.0%
Nuveen Lifecycle Index 2055 Mutual Fund NR	Other securities	—	—	$577K	2.0%
Various, bearing interest from * Participant loans 4.25% - 9.50% -	Bonds / Notes	—	—	$534K	1.8%
Fidelity Advisor Small Cap Growth Mutual Fund NR	Other securities	—	—	$515K	1.8%
Fidelity Small Cap Index Mutual Fund NR	Other securities	—	—	$472K	1.6%
Undiscovered Mgrs Behavioral Value Mutual Fund NR	Other securities	—	—	$439K	1.5%
Nuveen Lifecycle Index 2065 Mutual Fund NR	Other securities	—	—	$391K	1.3%
Voya Intermediate Bond Mutual Fund NR	Other securities	—	—	$383K	1.3%
Nuveen Lifecycle Index 2045 Mutual Fund NR	Other securities	—	—	$382K	1.3%
Nuveen Lifecycle Index 2050 Mutual Fund NR	Other securities	—	—	$302K	1.0%
Fidelity International Index Mutual Fund NR	Other securities	—	—	$289K	1.0%
Goldman Sachs GQG Ptnrs Intl OPPS Mutual Fund NR	Other securities	—	—	$284K	1.0%
Nuveen Lifecycle Index 2025 Mutual Fund NR	Other securities	—	—	$190K	0.7%
AB High Income I Mutual Fund NR	Other securities	—	—	$184K	0.6%
Nuveen Lifecycle Index 2020 Mutual Fund NR	Other securities	—	—	$182K	0.6%
Putnam Large Cap Value Mutual Fund NR	Other securities	—	—	$157K	0.5%
NEUBERGER BERMAN CORE BOND (GG) TR GREAT GRAY · EIN 85-4339990 / PN 656	Common Collective Trust	—	—	$155K	0.5%
MFS Mid Cap Value Mutual Fund NR	Other securities	—	—	$100K	0.3%
GQG Partners Emerging Markets Eqty Inst Mutual Fund NR	Other securities	—	—	$82K	0.3%
Nuveen Lifecycle Index Retirement Income Mutual Fund NR	Other securities	—	—	$65K	0.2%
Nuveen Lifecycle Index 2015 Mutual Fund NR	Other securities	—	—	$19K	<0.1%
Invesco Equally-Weighted S&P 500 Mutual Fund NR	Other securities	—	—	$10K	<0.1%