Filings through Oct 24, 2026.

Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan

Name: BOARDWALK AUTO CENTER, INC. - BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: BOARDWALK AUTO CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN, BOARDWALK AUTO CENTER, INC.

Boardwalk Auto Center, Inc.EIN 94-2638147Plan #001PY 2025

1 BAIR ISLAND RD - REDWOOD CITY, CA 94063goboardwalk.comLinkedIn51-200 employeesautomotive

How to read this page

Prospect flags

2 of 17 flags tripped on the 2025 filing.

How flags work

Opportunity
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500-SF
Opportunity
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500-SF

Total assets (EOY)

$10.3M

+15.5% from 2024

Total participants

101

0.0% from 2024

Average account balance

$123,644

+22.5% from 2024

Annual return

12.62%

-3.76 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Form 5500-SF See about 9,041 peers

Industry: 44 - Retail Trade
Plan type: Defined contribution
Participants: 25-99
Cohort: 9,041 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $10,262,485
Participants: 101
Contributions: $364,774
Annual return: 12.62%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$147K in admin expenses, $1455 per participant (all participants, line 6f).

Form 5500-SF

Other / not subdivided$147K (100%)

Admin expense ratio

1.432%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

0 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

5 funds of $250K or more; 20 lines in all, holding $8.8M of the plan's $8.9M. Recordkeeper: Empower.

2024 filing, Schedule H, line 4i

In collective trusts13%median 0% for plans of $5M to $50M (40,449 plans)

In index funds36%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$2.9M	33.3%
EI Fixed Account - Series Class I Manager not matched · Insurance contract	Not yet matched	Insurance contract	$1.8M	20.8%
Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$1.7M	19.1%
Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$725K	8.3%
NEW Perspective Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$433K	4.9%
IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$235K	2.7%
Global Real Estate Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$231K	2.6%
Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund	Prudential (PGIM)	Mutual fund	$154K	1.8%
Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$111K	1.3%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$107K	1.2%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Form 5500-SF

This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.

Audit opinion

Form 5500-SF

No opinion code on file for this filing.

Auditor: Not reported
Auditor EIN: -
Audit fees: Not reported separately
Opinion code: -

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

7 feature codes on the 2025 filing.

Form 5500-SF, line 9a

Plan feature codes2E2F2G2J2K2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$2.9M

33.3%

EI Fixed Account - Series Class I

Manager not matched · Insurance contract

$1.8M

20.8%

Putnam Large Cap Growth Fund Class Y Shares

Franklin Templeton · Mutual fund

$1.7M

19.1%

Indexselect Moderate Retire Fund CL I

Manager not matched · Collective trust

$725K

8.3%

NEW Perspective Fund Class R-6

Capital Group · Mutual fund

$433K

4.9%

IndexSelect Moderate 2045 Fund CL I

Manager not matched · Collective trust

$235K

2.7%

Global Real Estate Fund R6 Class

American Century · Mutual fund

$231K

2.6%

Pgim High Yield Fund Class R6

Prudential (PGIM) · Mutual fund

$154K

1.8%

Indexselect Moderate 2035 Fund CL I

Manager not matched · Collective trust

$111K

1.3%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$107K

1.2%

Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion