Original filing (PDF)20251013081656NAL0000945409001

BELLE TIRE DISTRIBUTORS, INC.

Name: BELLE TIRE DISTRIBUTORS, INC. — BELLE TIRE DISTRIBUTORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST, Form 5500 (2024)
Creator: BELLE TIRE DISTRIBUTORS, INC.

Form 5500

FILING_RECEIVED

BELLE TIRE DISTRIBUTORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

3,119

Accounts w/ balance

3,635

Plan assets (EOY)

$83.0M

Net assets (EOY)

$83.0M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLE TIRE DISTRIBUTORS, INC..

Plan sponsor

Name

BELLE TIRE DISTRIBUTORS, INC.

EIN

38-1909144

Address

25800 NORTHWESTERN HWY · 10TH FLOOR · SOUTHFIELD, MI · 48075

Phone

(888) 462-3553

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

2025-10-13

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)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$103K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$89K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities · 1 pooled fund· $85.4M(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.

Other securities

$79.6M

31 holdings

Common Collective Trusts

$2.5M

1 holding

Common Collective Trust

$2.3M

1 holding

Mutual Funds

$860K

1 holding

Common Stock

$168K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
JPMorgan SmartRetirement 2045 Fund Select Class	Other securities	—	—	$7.4M	8.9%
JPMorgan SmartRetirement 2040 Fund Select Class	Other securities	—	—	$7.4M	8.9%
JPMorgan SmartRetirement 2050 Fund Select Class	Other securities	—	—	$7.4M	8.9%
JPMorgan SmartRetirement 2055 Fund Select Class	Other securities	—	—	$7.2M	8.7%
JPMorgan SmartRetirement 2060 Fund Select Class	Other securities	—	—	$6.4M	7.7%
JPMorgan SmartRetirement 2035 Fund Select Class	Other securities	—	—	$6.3M	7.6%
with various maturities	Other securities	—	—	$4.6M	5.6%
JPMorgan Large Cap Growth Fund Select Class	Other securities	—	—	$4.3M	5.2%
JPMorgan SmartRetirement 2025 Fund Select Class	Other securities	—	—	$4.0M	4.8%
Fidelity Investments Fidelity 500 Index Fund Premium Class	Other securities	—	—	$3.9M	4.7%
JPMorgan SmartRetirement 2030 Fund Select Class	Other securities	—	—	$3.6M	4.4%
Fidelity Investments Fidelity Advisor Technology Fund - Class I	Other securities	—	—	$2.6M	3.2%
Funds * Fidelity Investments Fidelity Advisor Stable Value Fund	Common Collective Trusts	—	—	$2.5M	3.0%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$2.3M	2.8%
Massachusetts Financial Services Company MFS Value Fund Class R4	Other securities	—	—	$2.1M	2.5%
JPMorgan SmartRetirement 2020 Fund Select Class	Other securities	—	—	$1.5M	1.8%
ClearBridge Investments ClearBridge International Growth Fund Class I	Other securities	—	—	$1.1M	1.3%
Hartford International Hartford International Value R5	Other securities	—	—	$1.1M	1.3%
Principal Funds Principal MidCap Fund Institutional Class	Other securities	—	—	$1.1M	1.3%
PIMCO Income Fund Institutional Class	Other securities	—	—	$1.0M	1.3%
PGIM Total Return Bond R6	Other securities	—	—	$1.0M	1.2%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$882K	1.1%
American Funds American Funds New World Fund R6	Mutual Funds	—	—	$860K	1.0%
Janus Henderson Janus Venture Fund Class T	Other securities	—	—	$699K	0.8%
Victory Established Value Fund Class I	Other securities	—	—	$699K	0.8%
Lord Abbett Lord Abbett Short Duration Income Fund Class I	Other securities	—	—	$563K	0.7%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	Other securities	—	—	$540K	0.7%
JPMorgan Small Cap Value Fund Select Class	Other securities	—	—	$413K	0.5%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$399K	0.5%
Cohen & Steers Cohen & Steers Institutional Realty Shares	Other securities	—	—	$378K	0.5%
Goldman Sachs Goldman Sachs International Tax-Managed Equity Fund Institutional Class	Other securities	—	—	$302K	0.4%
JPMorgan SmartRetirement Income Fund Select Class	Other securities	—	—	$290K	0.3%
BNY Mellon Investment Management BNY Mellon Natural Resources Fund Class I	Other securities	—	—	$199K	0.2%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	Other securities	—	—	$174K	0.2%
Gabelli Gold Fund, Inc. Gabelli Gold Fund Class I	Common Stock	—	—	$168K	0.2%
Fidelity Investments Fidelity Government Money Market Fund	Cash / Money Market	—	—	$5K	<0.1%