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Original filing (PDF)20241016062058NAL0017593635001
AUTOMALL PAYROLL SERVICES LTD
Form 5500
FILING_RECEIVED
AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
1,147
Accounts w/ balance
1,319
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
2 collective trusts
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 (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — 146% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMALL PAYROLL SERVICES LTD.
Plan sponsor
Name
AUTOMALL PAYROLL SERVICES LTD
EIN
32-0323841
Address
193 SUNRISE HIGHWAY · WEST ISLIP, NY · 11795
Phone
(631) 587-0700
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TMI CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $114K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
2 pooled funds· $356K(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 47-7319764 / PN 111 | Common Collective Trust | $346K | 2.1% |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | $10K | <0.1% |
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