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Original filing (PDF)20251013162211NAL0001704305001
GALPIN MOTORS, INC.
Form 5500
FILING_RECEIVED
GALPIN MOTORS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,170
Accounts w/ balance
1,447
Plan assets (EOY)
$87.3M
Net assets (EOY)
$87.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GALPIN MOTORS, INC..
Plan sponsor
Name
GALPIN MOTORS, INC.
EIN
95-1472486
Address
15505 ROSCOE BOULEVARD · NORTH HILLS, CA · 91343
Phone
(818) 778-3800
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $54K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $18K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $240 | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $115 | — |
Investments
18 direct securities · 7 pooled funds· $87.3M(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
$52.7M
16 holdings
Guaranteed Income / GIC
$17.3M
1 holding
Pooled Separate Account
$8.8M
3 holdings
Common Collective Trust
$5.5M
4 holdings
Mutual Funds
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Prudential Retirement Insurance and Annuity Company Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $17.3M | 19.8% | |
| Prudential Mutual Funds Nuveen Large Cap Growth R6 | — | — | — | $9.1M | 10.4% | |
| Prudential Retirement Insurance and Annuity Company Capital Group EuroPacific Growth SA | — | — | — | $7.9M | 9.0% | |
| Prudential Mutual Funds American Funds American Mutual R5E | — | — | — | $6.0M | 6.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $5.3M | 6.1% | |
| Self-Directed Brokerage Accounts Common stocks, mutual funds and partnerships | — | — | — | $4.0M | 4.6% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.2% | |
| Prudential Mutual Funds Victory Sycamore Established Value A | — | — | — | $3.6M | 4.1% | |
| Prudential Mutual Funds JPMorgan Mid Cap Growth R6 | — | — | — | $3.6M | 4.1% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $3.3M | 3.7% | |
| through January 2054 | — | — | — | $3.2M | 3.6% | |
| s * Prudential Mutual Funds American Funds New World R6 | Mutual Funds | — | — | $3.0M | 3.4% | |
| Prudential Mutual Funds Putnam Large Cap Value A | — | — | — | $2.9M | 3.3% | |
| Prudential Mutual Funds Avantis International Equity Instl | — | — | — | $2.8M | 3.3% | |
| Prudential Mutual Funds Fidelity(R) Total Bond K6 | — | — | — | $2.6M | 3.0% | |
| Prudential Mutual Funds Allspring Special Small Cap Value A | — | — | — | $2.6M | 3.0% | |
| Prudential Mutual Funds PIMCO Income A | — | — | — | $1.3M | 1.5% | |
| Prudential Mutual Funds American Century Small Cap Growth R6 | — | — | — | $1.1M | 1.3% | |
| Prudential Mutual Funds BrandywineGLOBAL – Global Opps Bond I | — | — | — | $1.1M | 1.2% | |
| Prudential Mutual Funds JPMorgan US Equity R6 | — | — | — | $1.0M | 1.1% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $759K | 0.9% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $579K | 0.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $524K | 0.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $205K | 0.2% | |
| Prudential Mutual Funds Cohen & Steers Realty Shares | — | — | — | $117K | 0.1% |