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Original filing (PDF)20250929133821NAL0026889970001
SILVERCAR, INC.
Form 5500
FILING_RECEIVED
SILVERCAR, INC. 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
81
Accounts w/ balance
165
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVERCAR, INC..
Plan sponsor
Name
SILVERCAR, INC.
EIN
45-4702768
Address
211 E 7TH STREET SUITE 1000 · AUSTIN, TX · 78701
Phone
(512) 298-1901
Industry
Real Estatesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
17 direct securities · 11 pooled funds· $9.2M(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.
Common Collective Trust
$5.6M
11 holdings
Uncategorized
$3.7M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.4M | 15.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 14.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.3M | 13.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.2M | 12.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $593K | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $403K | 4.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $380K | 4.1% | |
| AB Large Cap Growth Z | — | — | — | $380K | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $358K | 3.9% | |
| Empower Trust Company, LLC BlackRock International K | — | — | — | $296K | 3.2% | |
| Janus Henderson Global Tech Innovation N | — | — | — | $295K | 3.2% | |
| Fidelity Mid Cap Index | — | — | — | $250K | 2.7% | |
| JPMorgan Equity Income R6 | — | — | — | $209K | 2.3% | |
| Fidelity US Bond Index | — | — | — | $186K | 2.0% | |
| American Century Small Cap Growth R6 | — | — | — | $120K | 1.3% | |
| Fidelity Small Cap Index | — | — | — | $109K | 1.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $67K | 0.7% | |
| PGIM High-Yield R6 | — | — | — | $64K | 0.7% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $58K | 0.6% | |
| Janus Henderson Multi-Sector Income N | — | — | — | $50K | 0.5% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | — | — | — | $44K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $40K | 0.4% | |
| Empower Annuity Insurance Company of America Unallocated contract - EI Fixed Account - Series Class I | — | — | — | $36K | 0.4% | |
| American Century Real Estate R6 | — | — | — | $30K | 0.3% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $23K | 0.3% | |
| American Funds Inflation Linked Bd R6 | — | — | — | $19K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $5K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $675 | <0.1% |
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