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Original filing (PDF)20250825130630NAL0013800208001
RALLYE MOTORS, LLC
Form 5500
FILING_RECEIVED
RALLYE MOTOR COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
452
Accounts w/ balance
775
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 55% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RALLYE MOTORS, LLC.
Plan sponsor
Name
RALLYE MOTORS, LLC
EIN
11-3566414
Address
1600 NORTHERN BLVD. · ROSLYN, NY · 11576
Phone
(516) 741-1800
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO., CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $94K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO CPAS PC | — | NEW YORK, NY | AUDITOR | $17K | — |
Investments
24 direct securities · 1 pooled fund· $65.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$61.1M
24 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R4 | — | — | — | $8.5M | 12.8% | |
| American Funds AMERICAN FUNDS 2070 TARGET DATE FUND R4 ** 807 * American Funds AMERICAN FUNDS GROWTH FUND OF AMER R4 | — | — | — | $6.4M | 9.8% | |
| Blackrock EQUITY DIVIDEND A | — | — | — | $6.4M | 9.6% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R4 | — | — | — | $5.0M | 7.5% | |
| American Funds AMERICAN FUNDS 2045 TARGET DATE FUND R4 | — | — | — | $4.7M | 7.1% | |
| American Funds AMERICAN FUNDS INC FUND OF AMER R4 | — | — | — | $4.3M | 6.5% | |
| RELIANCE METLIFE SERIES 25053 CL 35 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $4.0M | 6.1% | |
| American Funds AMERICAN FUNDS 2050 TARGET DATE FUND R4 | — | — | — | $3.4M | 5.2% | |
| American Funds AMERICAN FUNDS 2035 TARGET DATE FUND R4 | — | — | — | $3.3M | 5.0% | |
| American Funds AMERICAN FUNDS 2025 TARGET DATE FUND R4 | — | — | — | $2.9M | 4.4% | |
| American Funds AMERICAN FUNDS 2030 TARGET DATE FUND R4 | — | — | — | $2.6M | 3.9% | |
| American Funds AMERICAN FUNDS 2055 TARGET DATE FUND R4 | — | — | — | $2.5M | 3.8% | |
| Ishares S&P 500 INDEX A | — | — | — | $2.4M | 3.6% | |
| American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R4 | — | — | — | $2.3M | 3.4% | |
| American Funds AMERICAN FUNDS SMALLCAP WORLD R4 | — | — | — | $1.7M | 2.6% | |
| PGIM TOTAL RETURN BOND R2 | — | — | — | $1.5M | 2.2% | |
| American Funds AMERICAN FUNDS 2060 TARGET DATE FUND R4 | — | — | — | $1.0M | 1.6% | |
| American Funds AMERICAN FUNDS 2020 TARGET DATE FUND R4 | — | — | — | $673K | 1.0% | |
| American Funds AMERICAN FUNDS 2015 TARGET DATE FUND R4 | — | — | — | $567K | 0.9% | |
| Janus Henderson JANUS HENDERSON SMALL CAP VALUE S | — | — | — | $407K | 0.6% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE FUND R4 | — | — | — | $233K | 0.4% | |
| American Funds AMERICAN FUNDS 2010 TARGET DATE FUND R4 | — | — | — | $137K | 0.2% | |
| Ishares RUSSELL MID-CAP INDEX A | — | — | — | $91K | 0.1% | |
| Invesco REAL ESTATE A | — | — | — | $83K | 0.1% | |
| Ishares U.S. AGGREGATE BOND INDEX A | — | — | — | $4K | <0.1% |