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Original filing (PDF)20251002125127NAL0000310531001
SOC LLC
Form 5500
FILING_RECEIVED
CREWS AUTO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
116
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOC LLC.
Plan sponsor
Name
SOC LLC
EIN
56-2277691
Address
8261 RIVERS AVENUE · CHARLESTON, SC · 29406
Phone
(843) 531-6903
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
2025-10-02
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
DCPAS, LLC DBA DAVIS & COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $36K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SRVCS | 20-5817590 | RICHMOND, VA | BROKER | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP, LLC | 20-0235252 | JAMESTOWN, NC | THIRD PARTY ADMIN | $3K | — |
Investments
55 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Beacon AB LgCap Gr I | — | — | — | $1.5M | 17.3% | |
| Fidelity Fid 500 Indx | — | — | — | $994K | 11.8% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $551K | 6.5% | |
| Nationwide NW FXD SEL OPTN | — | — | — | $464K | 5.5% | |
| Fidelity Fid US Bd Indx | — | — | — | $278K | 3.3% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $262K | 3.1% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $245K | 2.9% | |
| DodgeCox Intl Stk | — | — | — | $245K | 2.9% | |
| Goldman Sachs GQGP Intl Oppr R6 | — | — | — | $241K | 2.9% | |
| Fidelity Fid Extd Mkt Indx ** 918 Fidelity Fid Intl Indx | — | — | — | $228K | 2.7% | |
| Nationwide NW Loomis Allcap Gr R6 | — | — | — | $220K | 2.6% | |
| PGIM Ttl Rtn Bd R6 | — | — | — | $216K | 2.6% | |
| Avantis Avnts US LgCap Val Inst | — | — | — | $209K | 2.5% | |
| Black Rock BlkRk Hi Yld Bd Port K | — | — | — | $205K | 2.4% | |
| JP Morgan JPM LgCap Gr R6 | — | — | — | $203K | 2.4% | |
| JP Morgan JPM EQ Inc R5 | — | — | — | $194K | 2.3% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $184K | 2.2% | |
| (1) Participants Participant loans (maturing 2025 to 2030 at interest rates of 4.25% to 9.5%) | — | — | — | $163K | 1.9% | |
| Pimco Real Rtn Inst | — | — | — | $149K | 1.8% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $146K | 1.7% | |
| Black Rock BLKRk Ttl Rtn K | — | — | — | $125K | 1.5% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $120K | 1.4% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $119K | 1.4% | |
| MFS Mdcap Gr R6 | — | — | — | $115K | 1.4% | |
| DFA US Trgt Val Inst ** 572 Diamond Hill Diamond Hill MdCap I | — | — | — | $115K | 1.4% | |
| Pimco Comdy Real Rtn Strat Inst ** 222 Principal Prncpl Glbl RealEst R6 | — | — | — | $113K | 1.3% | |
| American Beacon AB Glbl Bd I ** 289 American Beacon AB Global Bond Fund - Class Z | — | — | — | $110K | 1.3% | |
| Legal & General Commodity Strategy Fund | — | — | — | $100K | 1.2% | |
| Vanguard Vngrd Ttl Bnd Mkt ldx Adm ** 789 Vanguard Vngrd Eq Inc Adml | — | — | — | $97K | 1.1% | |
| Delaware DE SmCap Val Inst | — | — | — | $69K | 0.8% | |
| Haertford Hartford Intl Val R5 | — | — | — | $67K | 0.8% | |
| Vanguard Vngd Explr Adml | — | — | — | $63K | 0.7% | |
| Avantis Afnts US SmCap Val Inst | — | — | — | $62K | 0.7% | |
| Vanguard Vngrd MdCap Val Indx Adml | — | — | — | $55K | 0.6% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $53K | 0.6% | |
| Federated Fed Gov Oblgtns Prmr | — | — | — | $32K | 0.4% | |
| Vanguard Vngrd Intl Gr Adml | — | — | — | $31K | 0.4% | |
| Vanguard Vngrd Ttl Intl Bd Idx Adml | — | — | — | $24K | 0.3% | |
| American Funds AmFds New Prspct R6 | — | — | — | $21K | 0.2% | |
| Lord Abbett LrdAbt Hi Yld R5 | — | — | — | $16K | 0.2% | |
| Decmber 31, 2024 X | — | — | $21K | $14K | 0.2% | |
| Clearbridge LeggM ClrBrdg Sel I | — | — | — | $12K | 0.1% | |
| DFA Glbl RealEst Sec Inst | — | — | — | $10K | 0.1% | |
| Nationwide Nw Bnymel Corplsbd Esg R6 | — | — | — | $9K | 0.1% | |
| Nationwide NW Inv Dest Cnsrv R6 | — | — | — | $9K | 0.1% | |
| DFA Infl Prtct Sec Inst | — | — | — | $9K | 0.1% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $8K | <0.1% | |
| Fidelity FidAdv Strat Divd Inc Inst | — | — | — | $4K | <0.1% | |
| Davenport Dvnprt Smcap Focs | — | — | — | $3K | <0.1% | |
| Nationwide NW Geneva SmCap Gr Inst Svc | — | — | — | $2K | <0.1% | |
| DFA US Lg Cap Val Inst | — | — | — | $2K | <0.1% | |
| DFA Emrg Mkt Cor Eq Inst | — | — | — | $2K | <0.1% | |
| Pimco Stk Plus SM Inst | — | — | — | $2K | <0.1% | |
| Columbia Col Sel LgCap Gr Inst 2 | — | — | — | $2K | <0.1% | |
| Black Rock BLKRk MdCap Gr Eq Inst | — | — | — | $1K | <0.1% |