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Original filing (PDF)20251014081749NAL0005035426001
AUSTRIAN MOTORS CORP.
Form 5500
FILING_RECEIVED
AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
605
Accounts w/ balance
620
Plan assets (EOY)
$64.1M
Net assets (EOY)
$64.1M
How this plan invests
This plan
122 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
- 50 bps in Schedule C fees — 211% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUSTRIAN MOTORS CORP..
Plan sponsor
Name
AUSTRIAN MOTORS CORP.
EIN
52-1080846
Address
9030 COMPRINT CT · GAITHERSBURG, MD · 20877
Phone
(301) 986-8800
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEAL, BECKER & CHIARAMONTE CPA'S PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY, FSB | — | COLUMBUS, OH | TRUST RECORDKEEPER | $107K | — |
| NATIONWIDE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $325 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | — | COLUMBUS, OH | INVESTMENT MANAGEMENT | $121K | — |
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $90K | — |
Investments
117 direct securities· $117.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Nationwide Flexible Advantage Contract | — | — | — | $5.5M | 8.6% | |
| Vanguard PRIMECAP Core Fund Investor Shares Nationwide Flexible Advantage Contract | — | — | — | $5.1M | 8.0% | |
| VNGRD PRM CAP COR INV MUTUAL FUND | — | — | — | $5.1M | 8.0% | |
| JPMorgan U.S. Equity Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $4.8M | 7.5% | |
| JPM US EQ R6 MUTUAL FUND | — | — | — | $4.8M | 7.5% | |
| PGIM Total Return Bond Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $3.0M | 4.6% | |
| PGIM TTL RTN BD R6 MUTUAL FUND | — | — | — | $3.0M | 4.6% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $2.7M | 4.2% | |
| AMFDS 2030 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $2.7M | 4.2% | |
| Janus Henderson Balanced Fund Class N Nationwide Flexible Advantage Contract | — | — | — | $2.5M | 4.0% | |
| JNSHNDRSN BAL N MUTUAL FUND | — | — | — | $2.5M | 4.0% | |
| Fidelity 500 Index Fund Nationwide Flexible Advantage Contract | — | — | — | $2.4M | 3.7% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $2.4M | 3.7% | |
| Fidelity US Bond Index Fund Nationwide Flexible Advantage Contract | — | — | — | $2.3M | 3.6% | |
| FID US BD INDX MUTUAL FUND | — | — | — | $2.3M | 3.6% | |
| Nationwide Life Insurance Best of America Fixed Account Group Annuity Fixed Contract | — | — | — | $2.2M | 3.4% | |
| BlackRock Equity Dividend Fund K Shares Nationwide Flexible Advantage Contract | — | — | — | $2.0M | 3.1% | |
| BLKRK EQ DIVD K MUTUAL FUND | — | — | — | $2.0M | 3.1% | |
| AMFDS 2045 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $1.5M | 2.3% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.5M | 2.3% | |
| Dodge & Cox International Stock Fund Nationwide Flexible Advantage Contract | — | — | — | $1.5M | 2.3% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | — | — | — | $1.5M | 2.3% | |
| PIMCO Emerging Markets Local Currency Nationwide Flexible Advantage Contract | — | — | — | $1.4M | 2.3% | |
| PIMCO REAL RTN INST MUTUAL FUND | — | — | — | $1.4M | 2.3% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.4M | 2.2% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND | — | — | — | $1.4M | 2.2% | |
| Fidelity International Index Fund Nationwide Flexible Advantage Contract | — | — | — | $1.4M | 2.2% | |
| FID INTL INDX MUTUAL FUND | — | — | — | $1.4M | 2.2% | |
| JPM LGCAP GR R6 MUTUAL FUND | — | — | — | $1.4M | 2.2% | |
| JPMorgan Large Cap Growth Fund Class R5 Nationwide Flexible Advantage Contract | — | — | — | $1.4M | 2.2% | |
| Nationwide Loomis All Cap Growth Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.3M | 2.1% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUND | — | — | — | $1.3M | 2.1% | |
| AVNTS US LGCAP VAL INST MUTUAL FUND | — | — | — | $1.3M | 2.0% | |
| Avantis U.S. Large Cap Value Fund Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $1.3M | 2.0% | |
| JPM EQ INC R5 MUTUAL FUND | — | — | — | $1.2M | 1.8% | |
| JPMorgan Equity Income Fund Class R5 Nationwide Flexible Advantage Contract | — | — | — | $1.2M | 1.8% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.8% | |
| AMFDS 2025 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $1.1M | 1.8% | |
| PRNCPL MDCAP R6 MUTUAL FUND | — | — | — | $1.1M | 1.8% | |
| Principal MidCap Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.8% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | — | — | — | $1.1M | 1.7% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.7% | |
| AMFDS 2050 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $1.1M | 1.7% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.7% | |
| JPM UM BEHVAL FD R6 MUTUAL FUND | — | — | — | $1.1M | 1.7% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.7% | |
| THRNBRG INTL VAL R6 MUTUAL FUND | — | — | — | $1.1M | 1.7% | |
| Thornburg International Equity Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.7% | |
| BLKRK TTL RTN K MUTUAL FUND | — | — | — | $1.1M | 1.6% | |
| BlackRock Total Return Fund Class K Shares Nationwide Flexible Advantage Contract | — | — | — | $1.1M | 1.6% | |
| AMFDS 2035 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $1.0M | 1.6% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $1.0M | 1.6% | |
| BlackRock High Yield Bond Portfolio Class K Nationwide Flexible Advantage Contract | — | — | — | $969K | 1.5% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | — | — | — | $817K | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Nationwide Flexible Advantage Contract | — | — | — | $817K | 1.3% | |
| AMFDS 2040 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $762K | 1.2% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $762K | 1.2% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUND | — | — | — | $688K | 1.1% | |
| Principal Global Real Estate Securities Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $688K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $680K | 1.1% | |
| MFS MDCAP GR R6 MUTUAL FUND | — | — | — | $680K | 1.1% | |
| Diamond Hill Mid Cap Fund Class I Nationwide Flexible Advantage Contract | — | — | — | $672K | 1.0% | |
| AMFDS 2010 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $611K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $611K | 1.0% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Nationwide Flexible Advantage Contract | — | — | — | $582K | 0.9% | |
| AB Global Bond Z Nationwide Flexible Advantage Contract | — | — | — | $542K | 0.8% | |
| AB GLBL BD Z MUTUAL FUND | — | — | — | $542K | 0.8% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $523K | 0.8% | |
| AMFDS 2055 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $523K | 0.8% | |
| American Funds Capital Income Builder Class R6 Nationwide Flexible Advantage Contract | — | — | — | $484K | 0.8% | |
| AMFDS CAP INC BLDR R6 MUTUAL FUND | — | — | — | $484K | 0.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Nationwide Flexible Advantage Contract | — | — | — | $443K | 0.7% | |
| AMFDS NEW WLD R6 MUTUAL FUND | — | — | — | $434K | 0.7% | |
| American Funds New World Class R6 Nationwide Flexible Advantage Contract | — | — | — | $434K | 0.7% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $363K | 0.6% | |
| AMFDS 2060 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $363K | 0.6% | |
| VNGRD EXPLR ADML MUTUAL FUND | — | — | — | $356K | 0.6% | |
| Vanguard Explorer Fund Admiral Shares Nationwide Flexible Advantage Contract | — | — | — | $356K | 0.6% | |
| AVNTS US SMCAP VAL INST MUTUAL FUND | — | — | — | $351K | 0.5% | |
| Avantis U.S. Small Cap Value Fund Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $351K | 0.5% | |
| AS SPEC MDCAP VAL R6 MUTUAL FUND | — | — | — | $323K | 0.5% | |
| Allspring Special Mid Cap Value Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $323K | 0.5% | |
| DFA INFL PRTCT SEC INST MUTUAL FUND | — | — | — | $194K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $194K | 0.3% | |
| PRNCPL HI YLD R6 MUTUAL FUND | — | — | — | $189K | 0.3% | |
| Principal High Yield Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $189K | 0.3% | |
| Janus Henderson Triton Fund Class Nationwide Flexible Advantage Contract | — | — | — | $150K | 0.2% | |
| JNSHNDRSN TRITON N MUTUAL FUND | — | — | — | $150K | 0.2% | |
| AMFDS 2065 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $116K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $116K | 0.2% | |
| AMFDS 2020 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $69K | 0.1% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $69K | 0.1% | |
| VNGRD ST BD INDX ADML MUTUAL FUND | — | — | — | $63K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Nationwide Flexible Advantage Contract | — | — | — | $63K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $26K | <0.1% | |
| AMFDS 2015 TRGTDTRTRMT R6 MUTUAL FUND | — | — | — | $26K | <0.1% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $12K | <0.1% | |
| Federal Government Obligations Premier Nationwide Flexible Advantage Contract | — | — | — | $9K | <0.1% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | — | — | — | $9K | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUND | — | — | — | $5K | <0.1% | |
| PIMCO Real Return Fund Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $5K | <0.1% | |
| DFA U.S. Large Cap Value Portfolio Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $3K | <0.1% | |
| DFA US LGCAP VAL INST MUTUAL FUND | — | — | — | $3K | <0.1% | |
| AMBCN INTL EQ R6 MUTUAL FUND | — | — | — | $3K | <0.1% | |
| American Beacon International Equity Fund Class R6 Nationwide Flexible Advantage Contract | — | — | — | $3K | <0.1% | |
| COL SEL LGCAP GR INST2 MUTUAL FUND | — | — | — | $3K | <0.1% | |
| Columbia Select Large Cap Growth Fund Institutional 2 Class Nationwide Flexible Advantage Contract | — | — | — | $3K | <0.1% | |
| DFA GLBL REALEST SEC INST MUTUAL FUND | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Portfolio Nationwide Flexible Advantage Contract | — | — | — | $2K | <0.1% | |
| AB GLBL BD I MUTUAL FUND | — | — | — | $2K | <0.1% | |
| Alliance Bernstein Bond Fund Class I Nationwide Flexible Advantage Contract | — | — | — | $2K | <0.1% | |
| BLKRK MDCAP GR EQ INST MUTUAL FUND | — | — | — | $1K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares Nationwide Flexible Advantage Contract | — | — | — | $1K | <0.1% | |
| BLKRK STRAT INC OPPR I MUTUAL FUND | — | — | — | $1K | <0.1% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares Nationwide Flexible Advantage Contract | — | — | — | $1K | <0.1% | |
| DFA US TRGT VAL INST MUTUAL FUND | — | — | — | $1K | <0.1% | |
| DFA U.S. Target Value Portfolio Institutional Class Nationwide Flexible Advantage Contract | — | — | — | $1K | <0.1% |