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Original filing (PDF)20251007114338NAL0004516417001
IDEA AUTO GROUP, LLC
Form 5500
FILING_RECEIVED
IDEA AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
548
Accounts w/ balance
303
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEA AUTO GROUP, LLC.
Plan sponsor
Name
IDEA AUTO GROUP, LLC
EIN
92-1263510
Address
5600 183A TOLL ROAD · CEDAR PARK, TX · 78641
Phone
(713) 410-1286
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
2025-10-07
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $697 | — |
Investments
21 direct securities · 13 pooled funds· $6.6M(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.
Common Collective Trust
$3.6M
13 holdings
Uncategorized
$2.9M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $579K | 8.8% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | — | — | — | $538K | 8.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $515K | 7.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $483K | 7.4% | |
| SCHWAB INSTL LRG CAP GROWTH TR FD INSTL Collective Trust | — | — | — | $416K | 6.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $404K | 6.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $386K | 5.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $379K | 5.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $326K | 5.0% | |
| MFS MID CAP GROWTH R6 Registered Investment Company | — | — | — | $246K | 3.8% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Company | — | — | — | $222K | 3.4% | |
| maturing through December 2029 0 | — | — | — | $221K | 3.4% | |
| FIDELITY BALANCED FUND Registered Investment Company | — | — | — | $220K | 3.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered Investment Company | — | — | — | $209K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $203K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | — | — | — | $175K | 2.7% | |
| PIMCO DIVERSIFIED INC INSTL Registered Investment Company | — | — | — | $168K | 2.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $168K | 2.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered Investment Company | — | — | — | $94K | 1.4% | |
| SCHWAB INSTL CORE PLUS FI TR FD III Collective Trust | — | — | — | $86K | 1.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $80K | 1.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $74K | 1.1% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE K Registered Investment Company | — | — | — | $72K | 1.1% | |
| MFS RESEARCH R6 Registered Investment Company | — | — | — | $69K | 1.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2015 1 Collective Trust ** 69 * EI FIXED ACCOUNT - SERIES CLASS VI Guaranteed Investment Contract | — | — | — | $54K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $49K | 0.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Registered Investment Company | — | — | — | $46K | 0.7% | |
| FRANKLIN SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $31K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $15K | 0.2% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Registered Investment Company | — | — | — | $10K | 0.2% | |
| MACQUARIE SMALL CAP GROWTH R6 Registered Investment Company | — | — | — | $10K | 0.2% | |
| FIDELITY MID CAP STOCK K6 Registered Investment Company | — | — | — | $8K | 0.1% | |
| BLACKROCK HEALTH SCIENCES OPPS INSTL Registered Investment Company | — | — | — | $4K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $69 | <0.1% |
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