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Original filing (PDF)20251016072018NAL0012686818001
QUEBEDEAUX PONTIAC GMC
Form 5500
FILING_RECEIVED
QUEBEDEAUX PONTIAC GMC 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
105
Accounts w/ balance
140
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great-West Trust Company Drive Balanced Fund" is 35% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEBEDEAUX PONTIAC GMC.
Plan sponsor
Name
QUEBEDEAUX PONTIAC GMC
EIN
86-0141343
Address
3566 E. SPEEDWAY · TUCSON, AZ · 85716
Phone
(520) 917-9272
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Investments
15 direct securities · 16 pooled funds· $6.0M(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.
Uncategorized
$3.4M
15 holdings
Common Collective Trust
$2.6M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $2.1M | 34.6% | |
| Northern Trust NT Col S&P 500 Idx Fd DC NL 4 | — | — | — | $1.9M | 30.7% | |
| Northern Trust NT Col S&P 400 Idx Fd DC NL 4 | — | — | — | $437K | 7.2% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $435K | 7.2% | |
| T. Rowe Price Retirement Blend Select Tr 2035 Class 5 | — | — | — | $284K | 4.7% | |
| MassMutual Mass Mutual Mid Cap Growth Fund Class I | — | — | — | $191K | 3.2% | |
| Northern Trust NT Col R2000 Idx Fd DC NL 4 | — | — | — | $119K | 2.0% | |
| Principal Small Cap Growth R6 | — | — | — | $98K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $97K | 1.6% | |
| American Funds EuroPacific GR R6 | — | — | — | $95K | 1.6% | |
| Fidelity Total Bond K6 Fund | — | — | — | $65K | 1.1% | |
| Northern Trust NT Agg Bond Index Fund NL T4 | — | — | — | $58K | 1.0% | |
| REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $51K | 0.8% | |
| T. Rowe Price Retirement Blend Select Tr 2025 Class 5 | — | — | — | $41K | 0.7% | |
| Allspring Funds Allspring Special Small Cap Value R6 | — | — | — | $37K | 0.6% | |
| Northern Trust NT ACWI ex US IMI Fd DC NL Tier 4 | — | — | — | $27K | 0.5% | |
| MID CAP VALUE FUND CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $23K | 0.4% | |
| T. Rowe Price Retirement Blend Select Tr 2015 Class 5 | — | — | — | $10K | 0.2% | |
| T. Rowe Price Retirement Blend Select Tr 2050 Class 5 | — | — | — | $9K | 0.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $0 | <0.1% | |
| RUSSELL SMALL CAP INDEX NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $0 | <0.1% | |
| S&P 500 INDEX FUND CLASS K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% | |
| S&P MIDCAP INDEX NON-LENDING FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 494 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2025 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2035 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2040 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2045 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2050 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $0 | <0.1% | |
| US BOND INDEX NON-LENDING FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 999 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2030 NON-LENDING US BOND INDEX NON-LENDING FUND · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2055 NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $0 | <0.1% |