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Original filing (PDF)20251015105120NAL0008824882001
SHORKEY GROUP MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
JIM SHORKEY FAMILY AUTO GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
936
Accounts w/ balance
1,084
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
61 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
- 87 bps in Schedule C fees — 202% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORKEY GROUP MANAGEMENT, LLC.
Plan sponsor
Name
SHORKEY GROUP MANAGEMENT, LLC
EIN
47-4382322
Address
P.O. BOX 446 · IRWIN, PA · 15642
Phone
(724) 863-0600
Industry
Retail Tradesee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
ROSENFIELD AND COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY (PAR | $36K | — |
| LPL FINANCIAL - SMS SERVICE PROVIDE | 95-2834236 | — | INVESTMENT ADVISORY (PAR | $26K | — |
| LPL FINANCIAL CORPORATE 3(38) | 95-2834236 | — | INVESTMENT ADVISOR | $15K | — |
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY (PAR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
61 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust Company Trowepr Rtrmt 2050 | — | — | — | $2.0M | 16.0% | |
| Nationwide Trust Company Trowepr Rtrmt 2060 | — | — | — | $1.3M | 9.9% | |
| Nationwide Trust Company Trowepr Rtrmt 2030 | — | — | — | $1.1M | 8.6% | |
| Nationwide Trust Company Trowepr Rtrmt 2045 | — | — | — | $1.1M | 8.5% | |
| Nationwide Trust Company Trowepr Rtrmt 2055 | — | — | — | $1.0M | 8.3% | |
| Nationwide Trust Company Trowepr Rtrmt 2040 | — | — | — | $801K | 6.3% | |
| Nationwide Trust Company Trowepr Rtrmt 2035 | — | — | — | $701K | 5.5% | |
| Nationwide Trust Company Trowepr Rtrmt 2025 | — | — | — | $428K | 3.4% | |
| Nationwide Trust Company Blkrk Lgcap Indx K | — | — | — | $377K | 3.0% | |
| Participant Plan Loans 1-5 Years Interest Rate: 3.25% - 8.50% | — | — | — | $312K | 2.5% | |
| Nationwide Trust Company Trowepr Rtrmt 2065 | — | — | — | $310K | 2.4% | |
| Nationwide Trust Company Fid 500 Indx | — | — | — | $240K | 1.9% | |
| Nationwide Life Insurance Company Fixed Select Contract | — | — | — | $177K | 1.4% | |
| Nationwide Trust Company Harbor Cap App Rtrmt | — | — | — | $164K | 1.3% | |
| Nationwide Trust Company Fid Intl Indx | — | — | — | $152K | 1.2% | |
| Nationwide Trust Company Dodgecox Intl Stk I | — | — | — | $151K | 1.2% | |
| Nationwide Trust Company Fidady Enrgy I 1 * Nationwide Trust Company Fidady Util I 1 * Nationwide Trust Company Gdmnscs Gqgptnrintloppr R6 | — | — | — | $149K | 1.2% | |
| Nationwide Trust Company Nw Loomis Allcap Gr R6 | — | — | — | $136K | 1.1% | |
| Nationwide Trust Company Avnts Us Lgcap Val Inst | — | — | — | $130K | 1.0% | |
| Nationwide Trust Company Trowepr Rtrmt 2020 | — | — | — | $129K | 1.0% | |
| Nationwide Trust Company Jpm Lgcap Gr R6 | — | — | — | $125K | 1.0% | |
| Nationwide Trust Company Hoodrver Smcap Gr Inst 1 * Nationwide Trust Company Invsco Comstk R5 1 * Nationwide Trust Company Invsco Opp Intl Gr R6 | — | — | — | $124K | 1.0% | |
| Nationwide Trust Company Jpm Eq Inc R5 | — | — | — | $118K | 0.9% | |
| Nationwide Trust Company Blkrk Hi Yld Bd Port K | — | — | — | $115K | 0.9% | |
| Nationwide Trust Company Amggw&K Smcap Cor I 161 * Nationwide Trust Company Aqr EQ Mrk Nntrl I 5 * Nationwide Trust Company Avantis Emerging Markets Equity Fund - Institutional Class | — | — | — | $113K | 0.9% | |
| Nationwide Trust Company Mfs Val R6 | — | — | — | $87K | 0.7% | |
| Nationwide Trust Company Pgim Ttl Rtn Bd R6 | — | — | — | $86K | 0.7% | |
| Nationwide Trust Company Fid Us Bd Indx | — | — | — | $82K | 0.6% | |
| Nationwide Trust Company Jpm Emrg Mkt Eq R6 | — | — | — | $78K | 0.6% | |
| Nationwide Trust Company Mfs Mdcap Gr R6 | — | — | — | $73K | 0.6% | |
| Nationwide Trust Company Diamond Hill Mdcap I | — | — | — | $72K | 0.6% | |
| Nationwide Trust Company Prncpl Glbl Realest R6 | — | — | — | $70K | 0.6% | |
| Nationwide Trust Company Fed Hrms Gov Oblgtns Prmr | — | — | — | $57K | 0.4% | |
| Nationwide Trust Company Legal & General Commodity Strategy Fund - Institutional Shares | — | — | — | $55K | 0.4% | |
| Nationwide Trust Company Pimco Real Rtn Inst | — | — | — | $52K | 0.4% | |
| Nationwide Trust Company Blkrk Isrssll Mdcapindx K | — | — | — | $46K | 0.4% | |
| Nationwide Trust Company Blkrk Is Rsl2000smcpind K | — | — | — | $45K | 0.4% | |
| Nationwide Trust Company Vngrd Explr Adml | — | — | — | $42K | 0.3% | |
| Nationwide Trust Company Avnts Us Smcap Val Inst | — | — | — | $41K | 0.3% | |
| Nationwide Trust Company Col Contra Cor Inst3 | — | — | — | $36K | 0.3% | |
| Nationwide Trust Company Nw Geneva Mdcapgr Inst Svc | — | — | — | $35K | 0.3% | |
| Nationwide Trust Company Ab Global Bond Fund - Class Z | — | — | — | $32K | 0.3% | |
| Nationwide Trust Company Allspr Spec Mdcap Val R6 | — | — | — | $27K | 0.2% | |
| Nationwide Trust Company Prncpl Realest Sec R6 | — | — | — | $24K | 0.2% | |
| Nationwide Trust Company Blkrk Mdcap Gr Eq Inst 140 * Nationwide Trust Company Blkrk Tech Opr Inst 1 * Nationwide Trust Company Blkrk Ttl Rtn K | — | — | — | $24K | 0.2% | |
| Nationwide Trust Company Metwest Ttl Rtn Bd I | — | — | — | $21K | 0.2% | |
| Nationwide Trust Company Baron Ptnrs Inst 10 * Nationwide Trust Company Blkrk Advtg Smcap Gr Inst | — | — | — | $21K | 0.2% | |
| Nationwide Trust Company Virtus Alphsmplmdfrstrt I 2 * Nationwide Trust Company Virtusseixflotrthiinc R6 | — | — | — | $20K | 0.2% | |
| Nationwide Trust Company Amcent Infl Adj Bd R6 | — | — | — | $19K | 0.1% | |
| Nationwide Trust Company Bnymel Bd Mkt Indx I | — | — | — | $16K | 0.1% | |
| Nationwide Trust Company Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $15K | 0.1% | |
| Nationwide Trust Company Ambcn Smcap Val R6 | — | — | — | $14K | 0.1% | |
| Nationwide Trust Company Trowepr Rtrmt 2010 | — | — | — | $10K | <0.1% | |
| Nationwide Trust Company Col Sec Lgcap Gr Inst2 + 38 * Nationwide Trust Company Dfa Emrg Mkt Cor Eq Inst | — | — | — | $10K | <0.1% | |
| Nationwide Trust Company Trowepr Rtrmt 2005 | — | — | — | $8K | <0.1% | |
| Nationwide Trust Company Pimcocomdyrealrtnstratinst | — | — | — | $5K | <0.1% | |
| Nationwide Trust Company Tchstn Mdcap Gr R6 | — | — | — | $5K | <0.1% | |
| Nationwide Trust Company Gdmnscs Smcapeq Insghts R6 | — | — | — | $4K | <0.1% | |
| Nationwide Trust Company Parnassus Mdcap | — | — | — | $4K | <0.1% | |
| Nationwide Trust Company Trowepr Rtrmt 2015 | — | — | — | $2K | <0.1% | |
| Nationwide Trust Company Ab Glbl Bd I | — | — | — | $2K | <0.1% |