Original filing (PDF)20251015124449NAL0009648114001

BOB SUMEREL TIRE COMPANY

Name: BOB SUMEREL TIRE COMPANY — BOB SUMEREL TIRE CO., INC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOB SUMEREL TIRE COMPANY

Form 5500

FILING_RECEIVED

BOB SUMEREL TIRE CO., INC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

466

Accounts w/ balance

417

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB SUMEREL TIRE COMPANY.

Plan sponsor

Name

BOB SUMEREL TIRE COMPANY

EIN

31-0807676

Address

1257 COX AVENUE · ERLANGER, KY · 41018

Phone

(859) 283-2700

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2U · Association Retirement Plan

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Investments

1 pooled fund· $413K(3% 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.