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Original filing (PDF)20251013160032NAL0000806995001
RESSLER MOTOR COMPANY
Form 5500
FILING_RECEIVED
RESSLER MOTOR COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
375
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 107% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESSLER MOTOR COMPANY.
Plan sponsor
Name
RESSLER MOTOR COMPANY
EIN
81-0522998
Address
8474 HUFFINE LANE · BOZEMAN, MT · 59718
Phone
(406) 587-5501
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DS&B, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $43K | — |
Investments
28 direct securities· $15.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.7M | 10.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.5M | 9.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.4M | 8.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $1.3M | 7.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $1.2M | 7.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.2M | 7.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1000K | 6.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $857K | 5.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $806K | 4.9% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $731K | 4.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $604K | 3.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $491K | 3.0% | |
| Avantis U.S. Equity Institutional Mutual Fund | — | — | — | $371K | 2.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $350K | 2.1% | |
| party collateral, par, or maturity value * Avantis Emerging Markets Equity Mutual Fund ** $ | — | — | — | $347K | 2.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $344K | 2.1% | |
| DFA International Core Equity Portfolio Mutual Fund | — | — | — | $290K | 1.8% | |
| Avantis U.S. Small Cap Value Instl Mutual Fund | — | — | — | $281K | 1.7% | |
| Vanguard Small-Cap Index Mutual Fund | — | — | — | $252K | 1.5% | |
| Avantis International Small Cap Mutual Fund | — | — | — | $241K | 1.5% | |
| Vanguard Intermediate-Term Bond Index Fund Adm Mutual Fund | — | — | — | $234K | 1.4% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $203K | 1.2% | |
| DFA Investment Grade Portfolio Mutual Fund | — | — | — | $173K | 1.1% | |
| DFA Inflation-Protected Securities Portfolio Ins Mutual Fund | — | — | — | $86K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $40K | 0.2% | |
| Deposit Management Program I Interest Bearing Cash | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Mid Atlantic Master Cash Account Non Interest Bearing Cash | — | — | — | $2K | <0.1% |