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Original filing (PDF)20250903071053NAL0031148418001
CENTRAL ARIZONA AUTO GROUP
Form 5500
FILING_RECEIVED
CENTRAL ARIZONA AUTO GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~167 bps in Sched C fees
Active participants
218
Accounts w/ balance
239
Plan assets (EOY)
$792K
Net assets (EOY)
$792K
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL ARIZONA AUTO GROUP.
Plan sponsor
Name
CENTRAL ARIZONA AUTO GROUP
EIN
83-2681548
Address
5943 E BROWN RD · MESA, AZ · 85205
Phone
(480) 396-3000
Industry
Other Services (ex. Public Admin)see 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
2025-09-03
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
WALLACE PLESE & DREHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
Investments
24 direct securities · 1 pooled fund· $791K(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.
Registered Investment Companies
$785K
24 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $132K | 16.7% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $111K | 14.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $82K | 10.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $63K | 8.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $53K | 6.7% | |
| BLACKROCK TOTAL RETURN K 148 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $50K | 6.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $47K | 5.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $37K | 4.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $36K | 4.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $32K | 4.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $25K | 3.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $23K | 2.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $21K | 2.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $16K | 2.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $12K | 1.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 256 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $11K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $8K | 1.0% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $7K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $7K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $6K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $3K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1K | 0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1K | 0.1% |
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