Nebraska › Retail trade › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Rhoden Motor Companies 401(k) Plan
Sponsored by Advanced Motorcars, Inc. DBA Acura of Omaha, Omaha, NE
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Rhoden Motor Companies 401(k) Plan is a 401(k) plan sponsored by Advanced Motorcars, Inc. DBA Acura of Omaha of Omaha, Nebraska. For the plan year ending 31 Dec 2025 it reported 245 participants, 231 of them active, and net assets of $14.3M.
Net assets came to $52,932 per participant in plan year 2024, above the $48,746 median for defined contribution plans with 250 to 499 participants and well above the $36,708 median for defined contribution plans in retail trade. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $59K: $241 per participant, well above the same-size median of $141. Administrative expenses charged to the plan were $59K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $8.5M in 2016 to $14.3M in 2025 (up 68%), and participants from 279 to 245 (down 12%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $52,932 | $48,746 | $36,708 | $53,102 |
| Employer contributions per active participant | $0 | $2,017 | $999 | $2,175 |
| Schedule C compensation per participant | $257 | $141 | $121 | $123 |
| Schedule C compensation, share of net assets | 0.48% | 0.30% | 0.36% | 0.26% |
| Administrative expenses per participant | $257 | $133 | $114 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), retail trade (3,794) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 245 | $14.3M | $58,392 | — | $699K | $59K |
| 2024 | 259 | $13.7M | $52,931 | $0 | $713K | $66K |
| 2023 | 259 | $13.3M | $51,459 | $0 | $689K | $5,000 |
| 2022 | 308 | $12.0M | $38,984 | — | $670K | $0 |
| 2021 | 276 | $14.1M | $51,014 | — | $671K | $0 |
| 2020 | 322 | $12.7M | $39,301 | — | $613K | $7,000 |
| 2019 | 283 | $11.0M | $38,742 | — | $622K | $8,000 |
| 2018 | 287 | $9.0M | $31,233 | — | $609K | $7,000 |
| 2017 | 288 | $9.7M | $33,795 | — | $582K | $5,000 |
| 2016 | 279 | $8.5M | $30,530 | — | $520K | $48K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$13,709,372
- Employer contributions—
- Participant contributions$699,411
- Rollovers and other contributions—
- Total contributions$699,411
- Total income, including investment results$2,857,723
- Benefits paid$2,152,921
- Administrative expenses$58,935
- Total expenses$2,260,739
- Net income$596,984
- Net transfers$0
- Net assets, end of year$14,306,356
Participants
- Active participants231
- Retired or separated, receiving benefits3
- Retired or separated, entitled to future benefits11
- Participants with account balances111
- Total participants, end of year245
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Creative Planning | Investment advisory (plan) | $53,385 | $0 |
| TPP Retirement Plan Specialists, LL | Plan Administrator; Recordkeeping and information management | $5,550 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$53,385
- Recordkeeping fees$5,550
- Total administrative expenses$58,935
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$13.6M · 95.3%
- Cash (interest and non-interest bearing)$548K · 3.8%
- Participant loans$128K · 0.9%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmHbe, LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2FERISA section 404(c) plan2GTotal participant-directed account plan2JCode section 401(k) feature2KCode section 401(m) arrangement2TTotal or partial participant-directed account plan with a default investment account3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 441110: New Car Dealers.
Similar plans in Nebraska
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| 31st Street Capital Retirement Plan | 31st Capital Inc. | 253 | $8.2M | $32,491 |
| Beardmore Chevrolet, Midway Chevrolet Employees 401(k) Profit Sharing Plan | Beardmore Chevrolet, Inc. | 245 | $10.7M | $43,685 |
| Co-Op 401(k) Plan | Panhandle Cooperative Association | 268 | $3.4M | $12,590 |
| Interstate Auto Group, Inc. 401(k) Profit Sharing Plan | Interstate Auto Group, Inc. | 240 | $12.7M | $52,974 |
| Millard Lumber Inc. Salary Savings Plan | Millard Lumber Inc. | 282 | $21.3M | $75,422 |
| Community Pharmacy Services, LLC 401(k) Plan | Community Pharmacy Services, LLC | 240 | $14.1M | $58,885 |
Defined contribution plans in retail trade closest in size.
Questions and answers
How big is Rhoden Motor Companies 401(k) Plan?
245 participants at the end of the plan year ending 31 Dec 2025, of whom 231 were active employees, with net assets of $14,306,356. Among defined contribution plans that places it in the 100 to 249 participants band, which held 17,456 plans in plan year 2024.
What does Advanced Motorcars, Inc. DBA Acura of Omaha contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $58,935 in compensation to service provider organisations, $241 per participant or 0.41% of net assets. The same-size median among plans reporting any Schedule C compensation was $141 per participant. Administrative expenses on Schedule H were $58,935. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Advanced Motorcars, Inc. DBA Acura of Omaha. Recordkeeping or administration: TPP Retirement Plan Specialists, LL. Investment advisory or management: Creative Planning. The financial statements were audited by Hbe, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 13 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 20-0839334, plan 001, received 13 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.