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Original filing (PDF)20251013081101NAL0000827457001
POMPS TIRE SERVICE INC.
Form 5500
FILING_RECEIVED
POMPS TIRE SERVICE INC SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,753
Accounts w/ balance
3,052
Plan assets (EOY)
$160.9M
Net assets (EOY)
$160.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 85% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POMPS TIRE SERVICE INC..
Plan sponsor
Name
POMPS TIRE SERVICE INC.
EIN
39-0838986
Address
1123 CEDAR STREET · GREEN BAY, WI · 54302
Phone
(920) 435-8301
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)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPA'S LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $297K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
26 direct securities · 2 pooled funds· $164.2M(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
$150.6M
26 holdings
Common Collective Trust
$13.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Ret Fund Mutual Fund N/A | — | — | — | $19.5M | 12.1% | |
| American Funds 2035 Target Date Ret Fund Mutual Fund N/A | — | — | — | $15.1M | 9.4% | |
| Vanguard Institutional Index Fund Mutual Fund N/A | — | — | — | $15.0M | 9.3% | |
| American Funds 2040 Target Date Ret Fund Mutual Fund N/A | — | — | — | $12.1M | 7.5% | |
| American Funds 2025 Target Date Ret Fund Mutual Fund N/A | — | — | — | $11.7M | 7.3% | |
| American Funds 2045 Target Date Ret Fund Mutual Fund N/A | — | — | — | $11.6M | 7.2% | |
| JPMorgan Mid Cap Value Fund Mutual Fund N/A | — | — | — | $10.8M | 6.7% | |
| American Funds 2050 Target Date Ret Fund Mutual Fund N/A | — | — | — | $7.8M | 4.9% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $7.8M | 4.8% | |
| American Funds 2020 Target Date Ret Fund Mutual Fund N/A | — | — | — | $6.6M | 4.1% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $5.8M | 3.6% | |
| American Funds 2060 Target Date Ret Fund Mutual Fund N/A | — | — | — | $5.7M | 3.5% | |
| American Funds 2055 Target Date Ret Fund Mutual Fund N/A | — | — | — | $5.3M | 3.3% | |
| Nationwide Geneva Mid Cap Growth Ins SV Fund Mutual Fund N/A | — | — | — | $4.8M | 3.0% | |
| MFS Value Fund R3 MFS Value Fund R3 | — | — | — | $4.2M | 2.6% | |
| Participant Loans Master Participant Loan Master Participant Loan | — | — | — | $3.3M | 2.1% | |
| Notes Receivable From Participants Interest rates range from 3.25% to 9.50% - | — | — | — | $3.3M | 2.1% | |
| American Funds 2065 Target Date Ret Fund Mutual Fund N/A | — | — | — | $2.7M | 1.7% | |
| American Funds Europacific Growth Fund Mutual Fund N/A | — | — | — | $2.0M | 1.2% | |
| Vanguard Small Cap Index Fund Adm Mutual Fund N/A | — | — | — | $2.0M | 1.2% | |
| Vanguard Mid Cap Index Fund Adm Mutual Fund N/A | — | — | — | $1.9M | 1.2% | |
| JPMorgan Core Bond Fund Mutual Fund N/A | — | — | — | $1.8M | 1.1% | |
| Vanguard Inflation-Protected Securities Fund Adm Mutual Fund N/A | — | — | — | $1.2M | 0.8% | |
| American Funds 2015 Target Date Ret Fund Mutual Fund N/A | — | — | — | $751K | 0.5% | |
| Causeway Emerging Markets Instl Mutual Fund N/A | — | — | — | $739K | 0.5% | |
| Assurity Life Insurance Policies CSV of Life Insurance Policies N/A | — | — | — | $464K | 0.3% | |
| American Funds 2010 Target Date Ret Fund Mutual Fund N/A | — | — | — | $246K | 0.2% | |
| Cash and Cash Equivalents Cash and Cash Equivalents N/A | — | — | — | $136K | <0.1% |