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Original filing (PDF)20251007104923NAL0002395795001
INTERSTATE BATTERIES, INC.
Form 5500
FILING_RECEIVED
INTERSTATE BATTERIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,252
Accounts w/ balance
1,691
Plan assets (EOY)
$141.4M
Net assets (EOY)
$141.4M
How this plan invests
This plan
17 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
- 22 bps in Schedule C fees — 119% 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 INTERSTATE BATTERIES, INC..
Plan sponsor
Name
INTERSTATE BATTERIES, INC.
EIN
46-2023063
Address
14221 DALLAS PKWY, SUITE 1000 · DALLAS, TX · 75254
Phone
(972) 715-6790
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $212K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $55K | — |
| BDO USA LLP | 13-5381590 | — | NONE | $24K | — |
| PRIME CAPITAL INV ADV LLC | 82-1364595 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $785 | — |
Investments
17 direct securities· $141.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab U.S. Large Cap ETF | — | — | — | $27.6M | 19.5% | |
| Charles Schwab U.S. Aggregate Bond ETF | — | — | — | $18.6M | 13.2% | |
| Charles Schwab International Equity ETF | — | — | — | $17.8M | 12.6% | |
| Charles Schwab U.S. Large Cap Growth ETF | — | — | — | $10.8M | 7.7% | |
| Charles Schwab U.S. Large Cap Value ETF | — | — | — | $10.7M | 7.6% | |
| Vanguard Mid Cap ETF | — | — | — | $10.3M | 7.3% | |
| Charles Schwab Money Market Account | — | — | — | $6.9M | 4.9% | |
| Vanguard Emerging Markets Stock Index ETF | — | — | — | $6.8M | 4.8% | |
| Vanguard REIT Index ETF | — | — | — | $4.6M | 3.3% | |
| Charles Schwab Self-Directed Brokerage Accts | — | — | — | $4.5M | 3.2% | |
| Vanguard Short-Term Infl Protect Sec ETF | — | — | — | $4.3M | 3.0% | |
| Exchange Traded Funds (ETF) * Charles Schwab U.S. Small Cap ETF | — | — | — | $4.1M | 2.9% | |
| Vanguard Mid Cap Value ETF | — | — | — | $3.6M | 2.5% | |
| 8.50%; varying maturities through 2037 - | — | — | — | $2.9M | 2.0% | |
| Vanguard Small Cap Value ETF | — | — | — | $2.8M | 2.0% | |
| Vanguard Mid Cap Growth ETF | — | — | — | $2.8M | 2.0% | |
| Vanguard Small Cap Grown ETF | — | — | — | $2.0M | 1.4% |