How big is McCarthy Tire Service Company's plan?

McCarthy Tire Service Company's plan reported $38.3M in assets and 1,267 participants for 2024.

Original filing (PDF)20250923155039NAL0015246130001

McCarthy Tire Service Company

Name: McCarthy Tire Service Company — McCarthy Tire, Form 5500 (2024)
Creator: McCarthy Tire Service Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McCarthy Tire Service Company 401(k) Profit Sharing Plan

401(k) retirement plan · McCarthy Tire Service Company's McCarthy Tire Service Company 401(k) Profit Sharing Plan held $38.3M in plan assets for 1,267 participants in 2024, with Benefit Plans Admin Services, Inc. as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,267

Accounts w/ balance

1,333

Plan assets (EOY)

$38.3M

Net assets (EOY)

$38.3M

People on this filing

LISA Bennett signed McCarthy Tire Service Company's 2024 Form 5500 as plan administrator.

LISA Bennett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCarthy Tire Service Company's EIN is 24-0780800.

EIN 24-0780800

Plan number 002

Plan year 2024

ACK ID 20250923155039NAL0015246130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy Tire Service Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy Tire Service Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY TIRE SERVICE COMPANY.

Finding similar companies…

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 906K (18% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

MCCARTHY TIRE SERVICE COMPANY

EIN

all filings

Address

340 KIDDER ST · WILKES BARRE, PA · 187025606

Phone

(570) 822-3151

Industry

Retail Trade

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

2025-09-23

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)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS ADMIN SERVICES, INC.	16-1503696	—	RECORDKEEPER	$183K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JACOBI CAPITAL MANAGEMENT, LLC	—	WILKES BARRE, PA	ADVISOR	$68K	—

Investments

32 direct securities· $38.2M(100% of reported assets)

Mutual Funds

$29.5M

23 holdings

Other securities

$4.1M

7 holdings

Common Collective Trusts

$3.5M

1 holding

Bonds / Notes

$1.1M

1 holding

					% of plan
Vanguard Target Retirement 2040 N/R	Mutual Funds	—	—	$6.0M	15.8%
Vanguard Growth Index Admiral N/R	Mutual Funds	—	—	$5.9M	15.4%
Vanguard Target Retirement 2050 N/R	Mutual Funds	—	—	$5.2M	13.6%
Vanguard Target Retirement 2030 N/R	Mutual Funds	—	—	$4.8M	12.4%
Vanguard 500 Index Admiral N/R	Common Collective Trusts	—	—	$3.5M	9.2%
Leuthold Core Investment Instl N/R	Other securities	—	—	$3.3M	8.5%
Vanguard Target Retirement 2020 N/R	Mutual Funds	—	—	$1.8M	4.7%
value * Participant Loans Interest rate: 4.25% - 9.5% $0	Bonds / Notes	—	—	$1.1M	2.8%
Vanguard Short-Term Bond Index Admiral N/R	Mutual Funds	—	—	$1.0M	2.7%
Vanguard Federal Money Market N/R	Mutual Funds	—	—	$684K	1.8%
Vanguard Target Retirement Income N/R	Mutual Funds	—	—	$574K	1.5%
Vanguard Mid-Cap Index Admiral N/R	Mutual Funds	—	—	$533K	1.4%
Vanguard Total Bond Market Index Admiral N/R	Mutual Funds	—	—	$519K	1.4%
Vanguard Value Index Admiral N/R	Mutual Funds	—	—	$499K	1.3%
Vanguard Small-Cap Index Admiral N/R	Mutual Funds	—	—	$446K	1.2%
Pioneer Fundamental Growth Y N/R	Other securities	—	—	$365K	1.0%
Applied Finance Applied Finance Core Institutional N/R	Other securities	—	—	$350K	0.9%
Vanguard Mid-Cap Value Index N/R	Mutual Funds	—	—	$336K	0.9%
Vanguard Life Strategy Income N/R	Mutual Funds	—	—	$328K	0.9%
Vanguard Small-Cap Value Index Admiral N/R	Mutual Funds	—	—	$196K	0.5%
Vanguard Total Intl Stock Index Admiral N/R	Mutual Funds	—	—	$170K	0.4%
Vanguard Hi-Yield Corp Admiral N/R	Mutual Funds	—	—	$99K	0.3%
Vanguard Emerging Markets Index Admiral N/R	Mutual Funds	—	—	$96K	0.2%
Putnam Large Cap Value Y N/R	Mutual Funds	—	—	$74K	0.2%
PIMCO Total Return Instl N/R	Mutual Funds	—	—	$74K	0.2%
DFA Emerging Markets Core Equity N/R	Mutual Funds	—	—	$72K	0.2%
Leuthold Global Instl N/R	Other securities	—	—	$58K	0.2%
DFA International Core Equity Portfolio N/R	Mutual Funds	—	—	$40K	0.1%
DFA US Small Cap Value Portfolio N/R	Mutual Funds	—	—	$38K	0.1%
Goldman Sachs Goldman Sachs Small Cap Value I N/R	Other securities	—	—	$37K	<0.1%
BNY Mellon BNY Mellon Opportunity MC Value N/R	Other securities	—	—	$29K	<0.1%
Virtus Ceredex MC Value Equity N/R	Other securities	—	—	$11K	<0.1%