How big is Menholt Automotive Group's plan?

Menholt Automotive Group's plan reported $22.1M in assets and 499 participants for 2024.

Original filing (PDF)20250729161122NAL0004270512001

Menholt Automotive Group

Name: Menholt Automotive Group — Menholt Automotive Group, Form 5500 (2024)
Creator: Menholt Automotive Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Menholt Automotive Group 401(k) Plan

401(k) retirement plan · Menholt Automotive Group's Menholt Automotive Group 401(k) Plan held $22.1M in plan assets for 499 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

499

Accounts w/ balance

236

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

People on this filing

Susan Schloss signed Menholt Automotive Group's 2024 Form 5500 as plan administrator.

Susan Schloss — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Menholt Automotive Group's EIN is 81-0449357.

EIN 81-0449357

Plan number 001

Plan year 2024

ACK ID 20250729161122NAL0004270512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Menholt Automotive Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Menholt Automotive Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENHOLT AUTOMOTIVE GROUP.

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How this plan invests

This plan

27 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

MENHOLT AUTOMOTIVE GROUP

EIN

all filings

Address

3000 KING AVENUE WEST · BILLINGS, MT · 59102

Phone

(406) 896-3000

Industry

Retail Trade

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

2025-07-29

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)

3B · Covers self-employed individuals

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	SCH H	$29K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST INTERSTATE WEALTH MANAGEMENT	—	BILLINGS, MT	SCH H	$35K	—

Investments

27 direct securities· $21.7M(98% of reported assets)

Mutual Funds

$14.1M

19 holdings

Other securities

$4.9M

5 holdings

Common Collective Trusts

$2.4M

2 holdings

Bonds / Notes

$251K

1 holding

					% of plan
Vanguard Target Retirement 2040 Inv Mutual Fund N/A	Mutual Funds	—	—	$4.0M	18.0%
JP Morgan Elarge Cap Growth Mutual Fund N/A	Other securities	—	—	$2.8M	12.6%
Vanguard Target Retirement 2020 Inv Mutual Fund N/A	Mutual Funds	—	—	$2.0M	9.0%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$1.8M	8.2%
Vanguard Target Retirement 2030 Inv Mutual Fund N/A	Mutual Funds	—	—	$1.8M	7.9%
Vanguard Target Retirement 2065 Inv Mutual Fund N/A	Mutual Funds	—	—	$1.6M	7.2%
JP Morgan Equity Income Mutual Fund N/A	Other securities	—	—	$1.3M	5.7%
Vanguard Instl Target Retirement 2035 Inv Mutual Fund N/A	Mutual Funds	—	—	$870K	3.9%
Vanguard Target Retirement 2045 Inv Mutual Fund N/A	Mutual Funds	—	—	$850K	3.8%
Vanguard Target Retirement 2025 Inv Mutual Fund N/A	Mutual Funds	—	—	$796K	3.6%
Vanguard Small Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$660K	3.0%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$564K	2.5%
Key Guaranteed Portfolio Fund Fixed Annuities N/A	Other securities	—	—	$534K	2.4%
Vanguard Target Retirement 2050 Inv Mutual Fund N/A	Mutual Funds	—	—	$503K	2.3%
Vanguard Target Retirement 2060 Inv Mutual Fund N/A	Mutual Funds	—	—	$366K	1.7%
Hartford International Opportunities Mutual Fund N/A	Other securities	—	—	$296K	1.3%
Notes Receivable from Participants Maturing 2025-2036 at interest rates of 4.25% to 9.5% -	Bonds / Notes	—	—	$251K	1.1%
Vanguard Target Retirement Inc Inv Mutual Fund N/A	Mutual Funds	—	—	$222K	1.0%
Dodge & Cox Income Mutual Fund N/A	Mutual Funds	—	—	$175K	0.8%
Vanguard Total Bond Market Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$123K	0.6%
Vanguard Target Retirement 2055 Inv Mutual Fund N/A	Mutual Funds	—	—	$101K	0.5%
DFA Global Real Estate Securities Mutual Fund N/A	Mutual Funds	—	—	$55K	0.2%
Federated Hermes Instl High Yield Bond IS Mutual Fund N/A	Other securities	—	—	$44K	0.2%
DFA Emerging Markets I Mutual Fund N/A	Mutual Funds	—	—	$38K	0.2%
Vanguard Inflation-Protected Secs Adm Mutual Fund N/A	Mutual Funds	—	—	$20K	<0.1%
Vanguard Target Retirement 2070 Inv Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%