Original filing (PDF)20251009104153NAL0006846113001

STOKES AUTOMOTIVE, INC.

Name: STOKES AUTOMOTIVE, INC. — STOKES AUTOMOTIVE, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: STOKES AUTOMOTIVE, INC.

Form 5500

FILING_RECEIVED

STOKES AUTOMOTIVE, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributions74% employer stock

Active participants

241

Accounts w/ balance

258

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOKES AUTOMOTIVE, INC..

Plan sponsor

Name

STOKES AUTOMOTIVE, INC.

EIN

57-0540053

Address

8650 RIVERS AVENUE · NORTH CHARLESTON, SC · 29406

Phone

(843) 572-4700

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

2025-10-09

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$36K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS, LLC	36-4291971	—	NONE	$28K	—

Investments

31 direct securities · 1 pooled fund· $22.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$16.3M

27 holdings

Pooled Separate Accounts

$5.7M

2 holdings

Bonds / Notes

$431K

2 holdings

Pooled Separate Account

1 holding

					% of plan
The Standard Insurance Co. Schwab Total Stock Market Index	Common Stock	—	—	$4.3M	34.7%
The Standard Insurance Co. Schwab Total Stock Market Index	Common Stock	—	—	$3.8M	30.3%
s * The Standard Insurance Co. Vanguard Total Bond Market Index Adm	Pooled Separate Accounts	—	—	$3.0M	24.3%
s * The Standard Insurance Co. Vanguard Total Bond Market Index Adm	Pooled Separate Accounts	—	—	$2.7M	21.3%
General Accounts * The Standard Insurance Co. The Standard Stable Asset Fund D	Common Stock	—	—	$2.3M	18.2%
General Accounts * The Standard Insurance Co. The Standard Stable Asset Fund D	Common Stock	—	—	$2.1M	16.9%
The Standard Insurance Co. Fidelity 500 Index	Common Stock	—	—	$1.2M	9.4%
The Standard Insurance Co. Fidelity International Index	Common Stock	—	—	$1.1M	9.2%
The Standard Insurance Co. T. Rowe Price Blue Chip Growth Fund I Class	Common Stock	—	—	$377K	3.0%
The Standard Insurance Co. Fidelity 500 Index	Common Stock	—	—	$266K	2.1%
Participant Loan Accounts Participant Loans *** 4.25% - 9.00%, Various Maturities	Bonds / Notes	—	—	$245K	2.0%
Participant Loan Accounts Participant Loans *** 4.25%- 9.00%, Various Maturities	Bonds / Notes	—	—	$186K	1.5%
The Standard Insurance Co. Vanguard Emerging Mkts Stock Idx Adm	Common Stock	—	—	$143K	1.1%
The Standard Insurance Co. Vanguard Emerging Mkts Stock Idx Adm	Common Stock	—	—	$139K	1.1%
The Standard Insurance Co. Vanguard STAR Inv	Common Stock	—	—	$99K	0.8%
The Standard Insurance Co. Fidelity Advisor Total Bond Z	Common Stock	—	—	$60K	0.5%
The Standard Insurance Co. Janus Henderson Enterprise N	Common Stock	—	—	$41K	0.3%
The Standard Insurance Co. Fidelity Mid Cap Index	Common Stock	—	—	$37K	0.3%
The Standard Insurance Co. Fidelity Small Cap Index	Common Stock	—	—	$30K	0.2%
The Standard Insurance Co. Janus Henderson Enterprise N	Common Stock	—	—	$29K	0.2%
The Standard Insurance Co. Fidelity Total International Index ** 501 * The Standard Insurance Co. MFS International Growth R6	Common Stock	—	—	$28K	0.2%
The Standard Insurance Co. Fidelity Total International Index ** 622 * The Standard Insurance Co. MFS International Growth R6	Common Stock	—	—	$26K	0.2%
The Standard Insurance Co. MFS Value Fund Class R6	Common Stock	—	—	$24K	0.2%
The Standard Insurance Co. Allspring Special Mid Cap Value R6 ** 598 * The Standard Insurance Co. Fidelity Mid Cap Index	Common Stock	—	—	$21K	0.2%
The Standard Insurance Co. MFS Value Fund Class R6 ** 496 * The Standard Insurance Co. T. Rowe Price Blue Chip Growth Fund I Class	Common Stock	—	—	$19K	0.2%
The Standard Insurance Co. Fidelity Small Cap Index	Common Stock	—	—	$18K	0.1%
The Standard Insurance Co. Allspring Special Mid Cap Value R6	Common Stock	—	—	$14K	0.1%
The Standard Insurance Co. AB Small Cap Growth Portfolio Class Z	Common Stock	—	—	$12K	<0.1%
The Standard Insurance Co. AB Small Cap Growth Portfolio Class Z ** 530 * The Standard Insurance Co. Allspring Special Small Cap Value Fund	Common Stock	—	—	$11K	<0.1%
The Standard Insurance Co. Fidelity Advisor Total Bond Z	Common Stock	—	—	$3K	<0.1%
The Standard Insurance Co. Allspring Special Small Cap Value Fund	Common Stock	—	—	$3K	<0.1%
STATE STREET RUSSELL SM CP IDX RT O TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 39-0989781 / PN 003	Pooled Separate Account	—	—	$0	<0.1%