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Original filing (PDF)20260113122850NAL0016492083004
PORT LAVACA FORD, INC.
Form 5500
FILING_RECEIVED
KEATING AUTO GROUP EMPLOYEE BENEFIT PLAN TRUST
Health & welfare plan
Signals · 2
~305663 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,365
Accounts w/ balance
—
Plan assets (EOY)
$88K
Net assets (EOY)
-$1.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 305663 bps in Schedule C fees — 193358% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORT LAVACA FORD, INC..
Plan sponsor
Name
PORT LAVACA FORD, INC.
EIN
94-3416870
Address
5802 N. NAVARRO ST. · VICTORIA, TX · 77904
Phone
(361) 552-2944
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BROUSSARD & COMPANY, CPA'S, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTRUST DBA 90 DEGREE BENEFITS | 76-0312320 | — | CONTRACT ADMINISTRATOR | $849K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECT HEALTH SERVICES COMPANY | 82-4070003 | — | NONE | $1.8M | — |
| MEDICAL HELPLINE | 76-0595405 | — | COMMON OWN'SHIP W ENTRUST | $96K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.