Original filing (PDF)20250912075810NAL0000988624001

BAXTER SHARED SERVICES, LLC

Name: BAXTER SHARED SERVICES, LLC — BAXTER AUTO GROUP 401(K) PLAN, Form 5500 (2024)
Creator: BAXTER SHARED SERVICES, LLC

Form 5500

FILING_RECEIVED

BAXTER AUTO GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

1,824

Accounts w/ balance

2,000

Plan assets (EOY)

$61.4M

Net assets (EOY)

$61.4M

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAXTER SHARED SERVICES, LLC.

Plan sponsor

Name

BAXTER SHARED SERVICES, LLC

EIN

47-0778355

Address

17225 BURT STREET · OMAHA, NE · 68118

Phone

(531) 365-3165

Industry

Retail 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

2025-09-12

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$121K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	ADVISOR	$35K	—

Accountant / Auditor

Name	EIN	Location	Relation

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

4 pooled funds· $5.4M(9% 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.

Investment	Type	Current value	% of plan
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001	Common Collective Trust	$4.7M	7.6%
INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619	Common Collective Trust	$430K	0.7%