Original filing (PDF)20250515134137NAL0030675872001

FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW

Name: FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW — PACIFIC DEALERSHIP GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW

Form 5500

FILING_RECEIVED

PACIFIC DEALERSHIP GROUP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

171

Accounts w/ balance

200

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW.

Plan sponsor

Name

FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW

EIN

95-3667884

Address

800 S BRAND BLVD · GLENDALE, CA · 91204

Phone

(818) 254-1338

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$27K	—

Investments

21 direct securities· $20.1M(100% of reported assets)

Other securities

$19.9M

20 holdings

Bonds / Notes

$242K

1 holding

					% of plan
Vanguard Target Retirement 2040 Inv	Other securities	—	—	$3.6M	18.1%
Vanguard Target Retirement 2035 Inv	Other securities	—	—	$2.1M	10.5%
Vanguard Target Retirement 2025 Inv	Other securities	—	—	$1.9M	9.3%
Vanguard Target Retirement 2050 Inv	Other securities	—	—	$1.6M	8.0%
T. Rowe Price T. Rowe Price All-Cap Opportunities Inv	Other securities	—	—	$1.2M	6.0%
American Funds American Funds Europacific Growth R5E	Other securities	—	—	$1.2M	5.8%
Vanguard Target Retirement 2045 Inv	Other securities	—	—	$1.1M	5.5%
Vanguard Target Retirement Income Inv	Other securities	—	—	$977K	4.9%
Empower Annuity Insurance Company of America EI Fixed Account - Series Class VI	Other securities	—	—	$952K	4.7%
Vanguard 500 Index Admiral	Other securities	—	—	$881K	4.4%
JPMorgan Mid Cap Equity R6	Other securities	—	—	$731K	3.6%
Victory Integrity Small-Cap Value Y	Other securities	—	—	$730K	3.6%
Vanguard Target Retirement 2055 Inv	Other securities	—	—	$691K	3.4%
Vanguard Target Retirement 2030 Inv	Other securities	—	—	$570K	2.8%
JPMorgan Small Cap Growth R6	Other securities	—	—	$466K	2.3%
JPMorgan Equity Income R5	Other securities	—	—	$417K	2.1%
Fidelity Advisor Total Bond Z	Other securities	—	—	$400K	2.0%
Vanguard Target Retirement 2060 Inv	Other securities	—	—	$251K	1.2%
Participant Loans to participants, bearing interest from 4.50% to 9.50%	Bonds / Notes	—	—	$242K	1.2%
Vanguard Target Retirement 2020 Inv	Other securities	—	—	$78K	0.4%
Vanguard Target Retirement 2065 Inv	Other securities	—	—	$14K	<0.1%