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Original filing (PDF)20251002093043NAL0000200515001
THE REINALT-THOMAS CORPORATION
Form 5500
FILING_RECEIVED
DISCOUNT TIRE/AMERICA'S TIRE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
15,665
Accounts w/ balance
18,290
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
10 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE REINALT-THOMAS CORPORATION.
Plan sponsor
Name
THE REINALT-THOMAS CORPORATION
EIN
38-1889682
Address
20225 N SCOTTSDALE RD · SCOTTSDALE, AZ · 85225
Phone
(480) 606-5816
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $918K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $60K | — |
| FENNEMORE CRAIG | — | PHOENIX, AZ | NONE | $15K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $582 | — |
Investments
22 direct securities · 10 pooled funds· $2.0B(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
$1.0B
22 holdings
Common Collective Trust
$911.8M
8 holdings
Pooled Separate Account
$61.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RET DT HYBRID TR BENEFIT TRUST · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $619.0M | 44.5% | |
| JPMorgan Large Cap Growth-R5 Registered Investment Company | — | — | — | $169.0M | 12.1% | |
| American Century Retirement Date 2055 Collective Trust | — | — | — | $157.7M | 11.3% | |
| American Century Retirement Date 2045 Collective Trust | — | — | — | $145.4M | 10.4% | |
| SSGA S&P 500(R) INDEX NL SER N STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $120.8M | 8.7% | |
| American Century Retirement Date 2050 Collective Trust | — | — | — | $79.3M | 5.7% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $70.7M | 5.1% | |
| JANUS HENDERSON ENTERPRISE CF CL MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $59.2M | 4.3% | |
| American Century Retirement Date 2040 Collective Trust | — | — | — | $52.0M | 3.7% | |
| American Century Retirement Date 2035 Collective Trust | — | — | — | $46.6M | 3.3% | |
| Dodge & Cox Stock Fund Class X Registered Investment Company | — | — | — | $41.5M | 3.0% | |
| December 2044 0 | — | — | — | $39.0M | 2.8% | |
| American Century Retirement Date 2060 Collective Trust | — | — | — | $36.7M | 2.6% | |
| American Century Retirement Date 2030 Collective Trust | — | — | — | $36.5M | 2.6% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $35.5M | 2.5% | |
| American Funds American Mutual-R6 Registered Investment Company | — | — | — | $34.4M | 2.5% | |
| Capital Group Europacific Growth SA Pooled Separate Account | — | — | — | $33.1M | 2.4% | |
| American Century Retirement Date 2065 Collective Trust | — | — | — | $32.2M | 2.3% | |
| Dodge & Cox International Stock X Registered Investment Company | — | — | — | $31.1M | 2.2% | |
| SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $26.9M | 1.9% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $26.1M | 1.9% | |
| American Century Retirement Date 2025 Collective Trust | — | — | — | $25.6M | 1.8% | |
| JPMorgan Diversified-Inst Registered Investment Company | — | — | — | $22.2M | 1.6% | |
| Allspring Government MMKT Select Registered Investment Company | — | — | — | $17.1M | 1.2% | |
| WT FRANKLIN SMALL CAP VALUE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $9.2M | 0.7% | |
| American Century In Retirement Collective Trust | — | — | — | $7.0M | 0.5% | |
| American Funds New World-R6 Registered Investment Company | — | — | — | $6.8M | 0.5% | |
| Self-administered brokerage accounts Interest-bearing cash, common stocks and registered investment companies | — | — | — | $6.0M | 0.4% | |
| State Street International Index Collective Trust | — | — | — | $6.0M | 0.4% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $6.0M | 0.4% | |
| Columbia Small Cap Growth I Inst3 Registered Investment Company | — | — | — | $4.9M | 0.3% | |
| AMERICAN CENTURY RETIREMENT DATE TR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |