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Original filing (PDF)20251014102706NAL0002623409001
DOBBS TIRE & AUTO CENTERS, LLC
Form 5500
FILING_RECEIVED
DOBBS EMPLOYEE'S 401(K) PROFIT SHARING & SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
598
Accounts w/ balance
539
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
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 (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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock MyWayRetirement Index 2045 R" is 26% of plan.
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOBBS TIRE & AUTO CENTERS, LLC.
Plan sponsor
Name
DOBBS TIRE & AUTO CENTERS, LLC
EIN
43-1078456
Address
1983 BRENNAN PLAZA · HIGH RIDGE, MO · 63049
Phone
(636) 677-2101
Industry
Other Services (ex. Public Admin)see 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
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)
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $83K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | — | INVESTMENT ADVISORY | $54K | — |
Investments
29 direct securities· $27.8M(99% of reported assets)
Uncategorized
$27.7M
28 holdings
Insurance Contracts
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock MyWayRetirement Index 2045 R | — | — | — | $7.1M | 25.4% | |
| BlackRock MyWayRetirement Index 2030 R | — | — | — | $4.7M | 16.7% | |
| BlackRock MyWayRetirement Index 2035 R | — | — | — | $4.7M | 16.6% | |
| BlackRock MyWayRetirement Index Retirement R | — | — | — | $2.9M | 10.3% | |
| BlackRock MyWayRetirement Index 2050 R | — | — | — | $2.2M | 7.8% | |
| BlackRock MyWayRetirement Index 2055 R | — | — | — | $2.0M | 7.0% | |
| BlackRock MyWayRetirement Index 2040 R | — | — | — | $1.9M | 6.8% | |
| BlackRock MyWayRetirement Index 2060 R | — | — | — | $678K | 2.4% | |
| through July 2030 | — | — | — | $542K | 1.9% | |
| BlackRock Wilmington/BlackRock Equity Index 1 | — | — | — | $503K | 1.8% | |
| BlackRock MyWayRetirement Index 2065 R | — | — | — | $263K | 0.9% | |
| * Transamerica Life Insurance Company Stable Value Option | Insurance Contracts | — | — | $120K | 0.4% | |
| BlackRock MyWayRetirement Large Cap Growth R | — | — | — | $56K | 0.2% | |
| BlackRock U.S. TIPs Index 1 298 BlackRock MyWayRetirement Core Bond R | — | — | — | $45K | 0.2% | |
| BlackRock MyWayRetirement Real Estate R | — | — | — | $30K | 0.1% | |
| BlackRock MyWayRetirement Large Cap Value R | — | — | — | $21K | <0.1% | |
| BlackRock MyWayRetirement International Growth R | — | — | — | $19K | <0.1% | |
| Registered Investment Companies BlackRock Wilmington/BlackRock Russell 2000 Index R | — | — | — | $14K | <0.1% | |
| BlackRock MyWayRetirement Global Bond R | — | — | — | $14K | <0.1% | |
| BlackRock Wilmington/BlackRock EAFE Equity Index R | — | — | — | $13K | <0.1% | |
| BlackRock MyWayRetirement International Value R | — | — | — | $13K | <0.1% | |
| BlackRock Mid Cap Equity Index 1 | — | — | — | $12K | <0.1% | |
| BlackRock Wilmington/BlackRock U.S. Debt Index 1 | — | — | — | $9K | <0.1% | |
| BlackRock MyWayRetirement Mid Cap Value R | — | — | — | $8K | <0.1% | |
| BlackRock MyWayRetirement Emerging Markets R | — | — | — | $8K | <0.1% | |
| BlackRock MyWayRetirement Commodities R | — | — | — | $6K | <0.1% | |
| BlackRock MyWayRetirement Small Cap Growth R | — | — | — | $5K | <0.1% | |
| BlackRock MyWayRetirement Multisector Bond R | — | — | — | $4K | <0.1% | |
| BlackRock MyWayRetirement Small Cap Value R | — | — | — | $2K | <0.1% |