Back to filter
Original filing (PDF)20251014090410NAL0003444656001
MCGAVOCK AUTO GROUP, LLP
Form 5500-SF
FILING_RECEIVED
MCGAVOCK NISSAN 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
33
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGAVOCK AUTO GROUP, LLP.
Plan sponsor
Name
MCGAVOCK AUTO GROUP, LLP
EIN
75-2924979
Address
P.O. BOX 65137 · LUBBOCK, TX · 79464
Phone
(806) 783-8484
Industry
Retail Tradesee all
Plan administrator
Name
MCGAVOCK AUTO GROUP, LLP
EIN
75-2924979
City
LUBBOCK, TX
Phone
(806) 783-8484
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
NORTH PARK SD MOTORS, LLC DBA NORTH PARK SUBARU AT DOMINION
NORTH PARK SD MOTORS, LLC DBA NORTH PARK SUBARU AT DOMINION 401(K) PLAN
$2.4M · 54 participants
TAYLOR MOTORS INC
TAYLOR MOTORS 401K PLAN
$2.4M · 51 participants
MID-CITY MOTOR WORLD
MID-CITY MOTOR WORLD 401K PLAN
$2.4M · 45 participants
TROUTWINE AUTO SALES, INC.
TROUTWINE AUTO SALES, INC. 401(K) PLAN
$2.4M · 21 participants
RAND CHEVROLET, INC. T/A WILLIAMS CHEVROLET
WILLIAMSFAMILY AUTOMOTIVE GROUP PROFIT SHARING AND SAVINGS PLAN B
$2.4M · 40 participants
HOVE BUICK NISSAN, INC.
HOVE BUICK NISSAN, INC. PENSION PLAN
$2.4M · 19 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