Original filing (PDF)20251015124734NAL0009656162001

Autosales, Inc. DBA Summit Racing Equipment

Name: Autosales, Inc. DBA Summit Racing Equipment — Form 5500 Plan 001 (2024)
Creator: Autosales, Inc. DBA Summit Racing Equipment
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Summit Racing Equipment Retirement Plan

401(k) retirement plan · Autosales, Inc. DBA Summit Racing Equipment's Summit Racing Equipment Retirement Plan held $250.1M in plan assets for 1,851 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

1,851

Accounts w/ balance

2,090

Plan assets (EOY)

$250.1M

Net assets (EOY)

$250.1M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 152K (1% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT.

Plan sponsor

Name

AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT

EIN

34-1117102all filings

Address

1200 SOUTHEAST AVENUE · TALLMADGE, OH · 442783161

Phone

(330) 634-2139

Industry

Retail Trade

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$128K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS	13-2638166	—	CONSULTANT	$183K	—

Accountant / Auditor

Investments

29 direct securities· $245.8M(98% of reported assets)

Mutual Funds

$196.6M

20 holdings

Common Collective Trusts

$22.2M

3 holdings

Other securities

$10.4M

3 holdings

Stable Value

$8.1M

1 holding

Bonds / Notes

$5.2M

1 holding

Self-Directed Brokerage

$3.3M

1 holding

					% of plan
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$44.8M	17.9%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$29.0M	11.6%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$24.9M	10.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$17.9M	7.2%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$16.5M	6.6%
American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$16.0M	6.4%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$14.4M	5.8%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$10.0M	4.0%
Standard Insurance Company Stable Asset Fund IV Guaranteed Investment Contract	Stable Value	—	—	$8.1M	3.2%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$6.5M	2.6%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$6.3M	2.5%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$5.6M	2.2%
Participant Loans 4.25% to 9.50% $ -	Bonds / Notes	—	—	$5.2M	2.1%
American Funds The Bond Fund of America Class R-6 Mutual Fund	Mutual Funds	—	—	$4.5M	1.8%
Macquarie Small Cap Core Fund Class R-6 Mutual Fund	Other securities	—	—	$4.3M	1.7%
Carillon Scout Mid Cap Fund Class R-6 Mutual Fund	Other securities	—	—	$4.2M	1.7%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$4.0M	1.6%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$3.8M	1.5%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$3.3M	1.3%
Fidelity BrokerageLink Self-Directed Investments	Self-Directed Brokerage	—	—	$3.3M	1.3%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$3.3M	1.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	0.8%
Loomis Sayles Investment Grade Bond Fund Class N Mutual Fund	Other securities	—	—	$1.9M	0.8%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$1.8M	0.7%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.0M	0.4%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$469K	0.2%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$256K	0.1%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$117K	<0.1%