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Original filing (PDF)20251015153745NAL0006787536001
KEYES MOTORS, INC.
Form 5500
FILING_RECEIVED
KEYES MOTORS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
441
Accounts w/ balance
1,091
Plan assets (EOY)
$84.0M
Net assets (EOY)
$84.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
48 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.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYES MOTORS, INC..
Plan sponsor
Name
KEYES MOTORS, INC.
EIN
95-2539242
Address
20539 VENTURA BLVD · WOODLAND HILLS, CA · 91364
Phone
(818) 907-4460
Industry
Retail Tradesee all
Plan administrator
Name
KEYES MOTORS, INC.
EIN
95-2253942
City
WOODLAND HILLS, CA
Phone
(818) 907-4460
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HOLTHOUSE, CARLIN AND VAN TRIGT,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $84K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
38 direct securities · 3 pooled funds· $107.6M(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.
Uncategorized
$86.4M
38 holdings
Common Collective Trust
$21.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN/SEI TRUST COMPANY INVESTMENT SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $19.3M | 23.0% | |
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $16.1M | 19.2% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $12.8M | 15.2% | |
| Fully benefit-responsive investment contract MassMutual Stable Value Core Fund Guaranteed Interest Account | — | — | — | $7.2M | 8.6% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $6.7M | 8.0% | |
| Nuveen Lifecycle Index 2040 Fund Collective Trust | — | — | — | $4.6M | 5.5% | |
| Nuveen Lifecycle Index 2030 Fund Collective Trust | — | — | — | $4.4M | 5.3% | |
| FullerThaler Behavioral Small-Cap Growth Fund Mutual Fund | — | — | — | $3.1M | 3.7% | |
| FULLER&THALER BEHAV SMCP GR R6 Registered Investment Company | — | — | — | $3.1M | 3.7% | |
| T. Rowe Price Capital Appreciation Fund Mutual Fund | — | — | — | $3.0M | 3.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $2.3M | 2.8% | |
| Nuveen Lifecycle Index 2050 Fund Collective Trust | — | — | — | $1.7M | 2.0% | |
| Nuveen Lifecycle Index 2055 Fund Collective Trust | — | — | — | $1.7M | 2.0% | |
| Nuveen Lifecycle Index 2025 Fund Collective Trust | — | — | — | $1.6M | 1.9% | |
| PGI CIT US REAL ESTATE SEC I PRINCIPALGLOBALINVESTORSTRUSTCOMPANY · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Nuveen Lifecycle Index 2045 Fund Collective Trust | — | — | — | $1.4M | 1.7% | |
| JHANCOCK BOND R6 Registered Investment Company | — | — | — | $1.3M | 1.6% | |
| John Hancock Bond Fund Mutual Fund | — | — | — | $1.3M | 1.6% | |
| Nuveen Lifecycle Index 2020 Fund Collective Trust | — | — | — | $1.2M | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.2M | 1.5% | |
| Nuveen Lifecycle Index 2035 Fund Collective Trust | — | — | — | $1.1M | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $866K | 1.0% | |
| Principal MidCap Fund Mutual Fund | — | — | — | $824K | 1.0% | |
| DFA Inflation-Protected Securities Fund Mutual Fund | — | — | — | $743K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $711K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $709K | 0.8% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company | — | — | — | $709K | 0.8% | |
| Nuveen Lifecycle Index 2060 Fund Collective Trust | — | — | — | $624K | 0.7% | |
| Invesco International Small-Mid Company Fund Mutual Fund | — | — | — | $593K | 0.7% | |
| Lord Abbett Short Duration Income Fund Mutual Fund | — | — | — | $515K | 0.6% | |
| LORD ABBETT SHORT DURATION R6 Registered Investment Company | — | — | — | $514K | 0.6% | |
| Nuveen Lifecycle Index 2065 Fund Collective Trust | — | — | — | $489K | 0.6% | |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $451K | 0.5% | |
| Artisan Developing World Fund Mutual Fund | — | — | — | $381K | 0.5% | |
| KOPERNIK GLOBAL ALL CAP CIT 1 SEI TRUST COMPANY · EIN 83-2022308 / PN 126 | Common Collective Trust | — | — | $380K | 0.5% | |
| VANGUARD INTL GROWTH ADMIRAL Registered Investment Company | — | — | — | $340K | 0.4% | |
| Smead International Value Fund Mutual Fund | — | — | — | $330K | 0.4% | |
| NUVEEN TIAA LFCYC IDX RET J Common Collective Trust Fund | — | — | — | $298K | 0.4% | |
| Nuveen Lifecycle Index 2015 Fund Collective Trust | — | — | — | $109K | 0.1% | |
| LORD ABBETT ST DURATION INC I Registered Investment Company | — | — | — | $1K | <0.1% |