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Original filing (PDF)20251002145427NAL0000636625001
MILEONE AUTOGROUP, INC.
Form 5500
FILING_RECEIVED
MILEONE AUTOGROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,863
Accounts w/ balance
2,481
Plan assets (EOY)
$190.5M
Net assets (EOY)
$190.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILEONE AUTOGROUP, INC..
Plan sponsor
Name
MILEONE AUTOGROUP, INC.
EIN
88-1426077
Address
1 OLYMPIC PLACE SUITE 1100 · TOWSON, MD · 21204
Phone
(410) 602-6177
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
2025-10-02
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $175K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $16K | — |
Investments
30 direct securities· $190.5M(100% of reported assets)
Uncategorized
$182.8M
29 holdings
Mutual Funds
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Institutional # | — | — | — | $27.5M | 14.4% | |
| TIAA-CREF Lifecycle Index 2045 # | — | — | — | $17.1M | 9.0% | |
| Clearbridge Appreciation IS # | — | — | — | $16.3M | 8.5% | |
| JP Morgan Large Cap Growth Fund Class R6 # | — | — | — | $16.3M | 8.5% | |
| BlackRock Liquidity T-Fund Premium # | — | — | — | $14.7M | 7.7% | |
| Janus Henderson Enterprise Fund I # | — | — | — | $11.3M | 5.9% | |
| American Funds EuroPacific Growth R6 # | Mutual Funds | — | — | $7.8M | 4.1% | |
| T. Rowe Price Mid Cap Value # | — | — | — | $7.7M | 4.1% | |
| TIAA-CREF Lifecycle Index 2025 # | — | — | — | $6.9M | 3.6% | |
| Loomis Sayles Investment Grade Bond A # | — | — | — | $6.5M | 3.4% | |
| American Funds Income Fund of America R6 # | — | — | — | $6.2M | 3.2% | |
| Columbia Dividend Income Inst3 # | — | — | — | $5.8M | 3.0% | |
| TIAA-CREF Lifecycle Index 2035 # | — | — | — | $5.7M | 3.0% | |
| TIAA-CREF Lifecycle Index 2040 # | — | — | — | $5.6M | 2.9% | |
| TIAA-CREF Lifecycle Index 2020 # | — | — | — | $4.4M | 2.3% | |
| TIAA-CREF Lifecycle Index 2030 # | — | — | — | $4.4M | 2.3% | |
| 10.50%, maturing through 2049 # | — | — | — | $3.6M | 1.9% | |
| Undiscovered Managers Behavioral Value R6 # | — | — | — | $3.3M | 1.7% | |
| American Funds US Government R6 # | — | — | — | $3.2M | 1.7% | |
| IShares MSCI Total International Index K # | — | — | — | $2.6M | 1.4% | |
| Lord Abbott Short Duration Income A # | — | — | — | $2.3M | 1.2% | |
| Seafarer Overseas Growth and Income # | — | — | — | $2.3M | 1.2% | |
| Cohen & Steers Global Realty Z # | — | — | — | $2.2M | 1.1% | |
| BlackRock High Yield Portfolio K # | — | — | — | $2.0M | 1.1% | |
| IShares Russell 2000 Small-Cap Index K # | — | — | — | $1.9M | 1.0% | |
| BlackRock Tactical Opportunities # | — | — | — | $1.2M | 0.6% | |
| TIAA-CREF Lifecycle Index 2050 # | — | — | — | $803K | 0.4% | |
| TIAA-CREF Lifecycle Index 2055 # | — | — | — | $455K | 0.2% | |
| TIAA-CREF Lifecycle Index 2060 # | — | — | — | $359K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 # | — | — | — | $156K | <0.1% |