Original filing (PDF)20251014073242NAL0001092083001

WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR

Name: WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR — WESTERN AUTO OF PUERTO RICO, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR

Form 5500

FILING_RECEIVED

WESTERN AUTO OF PUERTO RICO, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure51% in single holding

Active participants

918

Accounts w/ balance

595

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR.

Plan sponsor

Name

WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR

EIN

43-1544437

Address

5008 AIRPORT ROAD · ROANOKE, VA · 24012

Phone

(540) 362-4911

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANCO POPULAR DE PUERTO RICO	66-0561870	—	TRUSTEE	$32K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

23 direct securities· $10.1M(100% of reported assets)

Other securities

$9.4M

21 holdings

Bonds / Notes

$392K

1 holding

Cash / Money Market

$309K

1 holding

					% of plan
Vanguard Wellington Fund Admiral Mutual Fund	Other securities	—	—	$5.2M	50.9%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$1.3M	12.4%
BlackRock LifePath Index 2045 Fund Mutual Fund	Other securities	—	—	$666K	6.6%
BlackRock LifePath Index 2040 Fund Mutual Fund	Other securities	—	—	$585K	5.8%
Participant Loans to participants, bearing interest from 4.25% to 10.50%	Bonds / Notes	—	—	$392K	3.9%
BlackRock LifePath Index 2055 Fund Mutual Fund	Other securities	—	—	$353K	3.5%
Fidelity Government Money Market Fund Mutual Fund	Cash / Money Market	—	—	$309K	3.0%
BlackRock LifePath Index 2035 Fund Mutual Fund	Other securities	—	—	$304K	3.0%
BlackRock LifePath Index 2030 Fund Mutual Fund	Other securities	—	—	$237K	2.3%
BlackRock LifePath Index 2050 Fund Mutual Fund	Other securities	—	—	$208K	2.1%
Fidelity Total Bond K6 Fund Mutual Fund	Other securities	—	—	$107K	1.1%
BlackRock LifePath Index 2060 Fund Mutual Fund	Other securities	—	—	$98K	1.0%
BlackRock LifePath® Index Retirement Fund Class K Mutual Fund	Other securities	—	—	$91K	0.9%
BlackRock LifePath Index 2065 Fund Mutual Fund	Other securities	—	—	$78K	0.8%
Allspring Special Small Cap Value A Mutual Fund	Other securities	—	—	$47K	0.5%
Diamond Hill Large Cap Fund Class Y Mutual Fund	Other securities	—	—	$43K	0.4%
Principal Diversified Real Asset Instl Mutual Fund ** 774 JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$43K	0.4%
Fidelity U.S. Bond Index Fund Mutual Fund	Other securities	—	—	$38K	0.4%
Fidelity Total International Index Fund Mutual Fund	Other securities	—	—	$31K	0.3%
Fidelity Extended Market Index Fund Mutual Fund	Other securities	—	—	$25K	0.3%
Madison Mid Cap Fund Class R6 Mutual Fund	Other securities	—	—	$22K	0.2%
American Funds EUPAC R6 Mutual Fund	Other securities	—	—	$22K	0.2%
Neuberger Berman Small Cap Growth Fund Mutual Fund	Other securities	—	—	$19K	0.2%