Filings through Sep 24, 2026.

Retirement plan

Keller Motors 401(k) Profit Sharing Plan and Trust

Name: KELLER MOTORS - KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: KELLER MOTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST, KELLER MOTORS

Keller MotorsEIN 94-2901951Plan #001PY 2024

1073 W CADILLAC LANE - HANFORD, CA 93230559-582-1000

Prospect flagsLow returnsHigh cashLow fidelity bondCorrective distributionsPossible retail share class: $97KFew collective trustsFund lineup: 3 funds, $3.9M

How to read this page

Total assets (EOY)

$4.5M

+16.7% from 2023

Total participants

123

-3.9% from 2023

Average account balance

$37,396

+19.6% from 2023

Annual return

9.46%

-3.71 pp from 2023

Benchmarks

See 9,350 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,350 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$3,568
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984	Other Services	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 5250 N PALM AVE STE 321 · FRESNO, CA 93704	Other Services	$0

Fund lineup

CSV with Pro

3 funds of $250K or more; 12 lines in all, holding $3.9M of the plan's $4.5M. From the 2024 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans under $5M (6,400 plans)

In index funds0%median 17% for plans under $5M (6,400 plans)

In the main target-date series59%median 35% for plans under $5M (6,400 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 59% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages	T. Rowe Price	Mutual fund	$2.3M	59.3%
Blackrock Global Allocation R BlackRock · Mutual fund	BlackRock	Mutual fund	$910K	23.2%
Pgim Jennison MID-CAP Growth R Prudential (PGIM) · Other	Prudential (PGIM)	Other	$110K	2.8%
Putnam Small Cap Growth Fund Class R Shares Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$94K	2.4%
JPMorgan Equity Income Fund Class R2 JPMorgan · Mutual fund Possible retail class R2	JPMorgan	Mutual fund	$94K	2.4%
Alger Capapp Instl Fund - R Manager not matched · Mutual fund	Not yet matched	Mutual fund	$94K	2.4%
Invesco Develop Markets R Invesco · Mutual fund	Invesco	Mutual fund	$84K	2.1%
Franklin Rising Dividends Fund Class R Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$83K	2.1%
Victory Established Value R Victory Capital · Mutual fund	Victory Capital	Mutual fund	$74K	1.9%
Pgim High Yield - R Prudential (PGIM) · Other	Prudential (PGIM)	Other	$35K	0.9%

See the other 2 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$4K

$44 / participant

Recordkeeping$4K100.0%

% of EOY assets

0.080%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: VOLLMER DANIEL GAEBE & GROVE
Auditor EIN: 941553366
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$3,568

ADP BROKER-DEALER10+ years

Service code 49 · EIN 22-3319984

Other Services

MORGAN STANLEY SMITH BARNEY3 years

Filed as: MORGAN STANLEY WEALTH MANAGEMENT

Service code 49

5250 N PALM AVE STE 321 · FRESNO, CA 93704

Other Services

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 6 vintages

$2.3M

59.3%

Blackrock Global Allocation R

BlackRock · Mutual fund

$910K

23.2%

Pgim Jennison MID-CAP Growth R

Prudential (PGIM) · Other

$110K

2.8%

Putnam Small Cap Growth Fund Class R Shares

Franklin Templeton · Mutual fund

$94K

2.4%

JPMorgan Equity Income Fund Class R2

JPMorgan · Mutual fund

Possible retail class R2

$94K

2.4%

Alger Capapp Instl Fund - R

Manager not matched · Mutual fund

$94K

2.4%

Invesco Develop Markets R

Invesco · Mutual fund

$84K

2.1%

Franklin Rising Dividends Fund Class R

Franklin Templeton · Mutual fund

$83K

2.1%

Victory Established Value R

Victory Capital · Mutual fund

$74K

1.9%

Pgim High Yield - R

Prudential (PGIM) · Other

$35K

0.9%

Keller Motors 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Keller Motors 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion