Back to filter
Original filing (PDF)20250712052419NAL0006798705001
TRI COUNTY AUTO CENTER LTD DBA T
Form 5500-SF
FILING_RECEIVED
TRI COUNTY AUTO CENTER LTD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
49
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI COUNTY AUTO CENTER LTD DBA T.
Plan sponsor
Name
TRI COUNTY AUTO CENTER LTD DBA T
EIN
23-2610181
Address
15 D AND L DRIVE · SUITE 200 · LIMERICK, PA · 19468
Phone
(610) 474-6069
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
ALTON BLAKLEY COMPANY, INC.
THE ALTON BLAKLEY GROUP 401K RETIREMENT PLAN
$4.1M · 80 participants
PETE MOORE CHEVROLET, INC.
PETE MOORE CHEVROLET 401(K) PLAN
$4.1M · 106 participants
MILFORD IMPORTS, INC.
COURTNEY HONDA 401(K) PLAN
$4.1M · 25 participants
RICHARDSON INVESTMENTS, INC. DBA RICH FORD
RICH FORD 401(K) PLAN
$4.1M · 195 participants
CHESROWN CHEVROLET GMC INC.
CHESROWN CHEVROLET GMC 401(K) PLAN
$4.0M · 72 participants
MORELLI-HOSKINS FORD, INC.
MORELLI-HOSKINS FORD, INC. 401(K) PLAN
$4.0M · 43 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
