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Original filing (PDF)20251015151746NAL0002534179001
PARRISH TIRE COMPANY
Form 5500
FILING_RECEIVED
PARRISH TIRE COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
484
Accounts w/ balance
431
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
26 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
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARRISH TIRE COMPANY.
Plan sponsor
Name
PARRISH TIRE COMPANY
EIN
56-0480768
Address
5130 INDIANA AVENUE · WINSTON-SALEM, NC · 27106
Phone
(336) 767-0202
Industry
Wholesale 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
BUTLER & BURKE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $29K | — |
Investments
10 direct securities · 16 pooled funds· $10.7M(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.
Common Collective Trust
$6.7M
16 holdings
Uncategorized
$4.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.3M | 12.2% | |
| Principal Diversified Real Asset 675 * Putnam Large Cap Growth | — | — | — | $1.1M | 10.5% | |
| T ROWE PRICE RETIREMENT 2030 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $896K | 8.2% | |
| T ROWE PRICE RETIREMENT 2025 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $797K | 7.3% | |
| T ROWE PRICE RETIREMENT 2035 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $644K | 5.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $640K | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $592K | 5.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $552K | 5.1% | |
| T ROWE PRICE RETIREMENT 2050 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $526K | 4.8% | |
| T ROWE PRICE RETIREMENT 2055 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $486K | 4.5% | |
| T ROWE PRICE RETIREMENT 2040 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $480K | 4.4% | |
| Fidelity Small Cap Index | — | — | — | $464K | 4.3% | |
| Victory Sycamore Established Value A | — | — | — | $353K | 3.2% | |
| T ROWE PRICE RETIREMENT 2020 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $320K | 2.9% | |
| T ROWE PRICE RETIREMENT 2060 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $275K | 2.5% | |
| Baird Core Plus Bond | — | — | — | $238K | 2.2% | |
| T ROWE PRICE RETIREMENT 2045 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $238K | 2.2% | |
| Fidelity Mid Cap Index | — | — | — | $223K | 2.0% | |
| JP Morgan US Small Company | — | — | — | $132K | 1.2% | |
| T ROWE PRICE RETIREMENT 2065 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $88K | 0.8% | |
| T ROWE PRICE RETIREMENT 2010 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $74K | 0.7% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $61K | 0.6% | |
| Fidelity Total International Index | — | — | — | $41K | 0.4% | |
| Fidelity Advisor Strategic Income | — | — | — | $33K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $14K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |