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Original filing (PDF)20251014085605NAL0005173970001
MCMAHON TIRE SERVICE, INC.
Form 5500
FILING_RECEIVED
MCMAHON TIRE SERVICE, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 3
30% in single holding~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
116
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Investment" is 30% of plan.
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMAHON TIRE SERVICE, INC..
Plan sponsor
Name
MCMAHON TIRE SERVICE, INC.
EIN
35-1154189
Address
4201 COLDWATER ROAD · FORT WAYNE, IN · 46825
Phone
(260) 483-8473
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPA AT TIME OF FEE WITHDRAWAL | 35-1140070 | — | TPA FEES | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $34K | — |
Investments
26 direct securities · 1 pooled fund· $8.1M(100% 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.
Uncategorized
$4.2M
26 holdings
Pooled Separate Account
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.9M | 91.4% | |
| Vanguard Target Retirement 2030 Investment | — | 66,920 | — | $1.3M | 30.3% | |
| Vanguard Target Retirement 2025 Investment | — | 25,444 | — | $459K | 10.9% | |
| Vanguard Target Retirement 2045 Investment | — | 17,942 | — | $405K | 9.6% | |
| Vanguard Target Retirement 2050 Investment | — | 16,633 | — | $380K | 9.0% | |
| Vanguard Target Retirement 2055 Investment | — | 16,526 | — | $378K | 8.9% | |
| Vanguard Target Retirement 2040 Investment | — | 15,619 | — | $337K | 8.0% | |
| Lincoln Financial Group Stable Value Account | — | 296,146 | — | $296K | 7.0% | |
| Vanguard Target Retirement 2060 Investment | — | 7,616 | — | $174K | 4.1% | |
| Vanguard 500 Index | — | 4,381 | — | $142K | 3.4% | |
| Vanguard Target Retirement 2065 Investment | — | 6,480 | — | $120K | 2.8% | |
| Vanguard Target Retirement 2035 Investment | — | 3,667 | — | $75K | 1.8% | |
| Participant Loans | — | — | — | $55K | 1.3% | |
| American Funds Int. Growth and Income | — | 1,807 | — | $31K | 0.7% | |
| Vanguard Target Retirement 2020 Investment | — | 1,641 | — | $28K | 0.7% | |
| Vanguard Emerging Mkt Stk Admrl | — | 879 | — | $15K | 0.3% | |
| Vanguard Target Retirement 2070 Investment | — | 1,044 | — | $14K | 0.3% | |
| State Street Rsl Large Cap Growth NL | — | 177 | — | $8K | 0.2% | |
| State Street Rsl Lrg Cap Val NL | — | 295 | — | $7K | 0.2% | |
| VG REI Fund Admiral Shrs | — | 379 | — | $6K | 0.1% | |
| State Street SP Midcap Idx | — | 224 | — | $5K | 0.1% | |
| State Street Rsl Sml Cap Grw NL | — | 211 | — | $5K | 0.1% | |
| State Street Rsl Sml Cap Val NL | — | 200 | — | $4K | <0.1% | |
| Baird Aggregate Bond Inst | — | 134 | — | $2K | <0.1% | |
| Fed Hermes Total Return | — | 159 | — | $1K | <0.1% | |
| PIMCO Sht Term Fund Instl | — | 94 | — | $1K | <0.1% | |
| VG Inflation Protectd Sec | — | 99 | — | $1K | <0.1% |