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Original filing (PDF)20251014141847NAL0001490243001
TASCA AUTOMOTIVE GROUP, INC
Form 5500
FILING_RECEIVED
TASCA EMPLOYEES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
1,297
Accounts w/ balance
1,989
Plan assets (EOY)
$68.3M
Net assets (EOY)
$68.3M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- 35 bps in Schedule C fees — 121% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TASCA AUTOMOTIVE GROUP, INC.
Plan sponsor
Name
TASCA AUTOMOTIVE GROUP, INC
EIN
04-2751276
Address
1300 PONTIAC AVENUE · CRANSTON, RI · 02920
Phone
(508) 336-7200
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3259323 | — | 0 | $242K | — |
Investments
12 direct securities · 1 pooled fund· $968K(1% 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.
Common Collective Trust
$484K
1 holding
Uncategorized
$484K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $484K | 0.7% | |
| MORLEY INCOME FUND III | — | — | — | $130K | 0.2% | |
| MORLEY INCOME FUND I | — | — | — | $75K | 0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $68K | <0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $42K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $40K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $36K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $35K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $18K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $17K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $14K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $9K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |