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Original filing (PDF)20251001053105NAL0012830337001
SHEEHY AUTO STORES, INC.
Form 5500
FILING_RECEIVED
THE SHEEHY ORGANIZATION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,711
Accounts w/ balance
2,364
Plan assets (EOY)
$130.6M
Net assets (EOY)
$130.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
- 29 bps in Schedule C fees — 191% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEEHY AUTO STORES, INC..
Plan sponsor
Name
SHEEHY AUTO STORES, INC.
EIN
54-1952240
Address
12701 FAIR LAKES CIRCLE · SUITE 250 · FAIRFAX, VA · 22033
Phone
(703) 802-3480
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
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
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $257K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $57K | — |
| JAMES A. REICHERT | 84-0858799 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| BAKER TILLY US, LLP | 46-2648231 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
Investments
23 direct securities · 1 pooled fund· $128.0M(98% 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.
Registered Investment Companies
$125.7M
23 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLK LP INDEX 2055 FUND - INST | Registered Investment Companies | — | — | $21.0M | 16.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $12.2M | 9.4% | |
| BLK LP INDEX 2050 FUND - INST | Registered Investment Companies | — | — | $11.2M | 8.5% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $9.8M | 7.5% | |
| BLK LP INDEX 2035 FUND INST | Registered Investment Companies | — | — | $9.4M | 7.2% | |
| BLK LP INDEX 2040 FUND - INST | Registered Investment Companies | — | — | $8.5M | 6.5% | |
| BLK LP INDEX 2045 FUND - INST | Registered Investment Companies | — | — | $8.1M | 6.2% | |
| BLK LP INDEX 2030 FUND INST | Registered Investment Companies | — | — | $6.6M | 5.1% | |
| THE HARTFORD EQUITY INCOME R5 | Registered Investment Companies | — | — | $6.5M | 5.0% | |
| PRINCIPAL MIDCAP R5 | Registered Investment Companies | — | — | $6.4M | 4.9% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $6.1M | 4.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $4.0M | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $3.3M | 2.5% | |
| LDA CORE PLUS BOND R6 | Registered Investment Companies | — | — | $2.7M | 2.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.3M | 1.7% | |
| JPMORGAN SMALL CAP VAL I | Registered Investment Companies | — | — | $2.2M | 1.7% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $2.2M | 1.7% | |
| FIDELITY ADV CAPITAL & INC I | Registered Investment Companies | — | — | $1.8M | 1.4% | |
| FID ADV FLOAT RT HI INC I | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.0M | 0.8% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.0M | 0.8% | |
| GS INTL EQ INSIGHTS R6 | Registered Investment Companies | — | — | $309K | 0.2% | |
| BLK LP INDEX 2065 INST | Registered Investment Companies | — | — | $77K | <0.1% | |
| BLK LP INDEX 2060 FUND INST | Registered Investment Companies | — | — | $30K | <0.1% |