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Original filing (PDF)20251007165934NAL0005088417001
TRONCALLI AUTOMOTIVE GROUP, INC.
Form 5500
FILING_RECEIVED
TRONCALLI AUTOMOTIVE GROUP, INC. 401(K) SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
311
Accounts w/ balance
256
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
42 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
- 70 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 TRONCALLI AUTOMOTIVE GROUP, INC..
Plan sponsor
Name
TRONCALLI AUTOMOTIVE GROUP, INC.
EIN
58-1819163
Address
818 ATLANTA HWY · CUMMING, GA · 30040
Phone
(678) 244-4100
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
2025-10-07
Pension benefit codes
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $56K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | BROKER | $0 | — |
Investments
36 direct securities· $9.9M(100% of reported assets)
Uncategorized
$8.1M
35 holdings
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.8M | 22.6% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $1.3M | 16.4% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $891K | 11.0% | |
| Nuveen Lifecycle Index 2035 Inst | — | — | — | $889K | 11.0% | |
| Nuveen Lifecycle Index 2050 Inst | — | — | — | $643K | 8.0% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $572K | 7.1% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $570K | 7.1% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $474K | 5.9% | |
| Nuveen Lifecycle Idx 2060 Instl | — | — | — | $473K | 5.8% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $403K | 5.0% | |
| Fidelity 500 Index | — | — | — | $283K | 3.5% | |
| Nuveen Lifecycle Index 2040 Inst | — | — | — | $234K | 2.9% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $233K | 2.9% | |
| Nuveen Lifecycle Idx 2065 Instl | — | — | — | $139K | 1.7% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $137K | 1.7% | |
| JP Morgan Mid Cap Growth R6 650 Vanguard Small Cap Value Index Adm 20 Stable Value Account * Transamerica Stable Value Ascend Option | — | — | — | $91K | 1.1% | |
| maturing through November 2029 | — | — | — | $86K | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $86K | 1.1% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $82K | 1.0% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $72K | 0.9% | |
| American Funds Inflation Linked Bond R-6 | — | — | — | $56K | 0.7% | |
| Victory Core Plus Intermediate Bond R6 | — | — | — | $56K | 0.7% | |
| Vanguard Explorer Adm | — | — | — | $54K | 0.7% | |
| American Funds New Perspective R6 | — | — | — | $48K | 0.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $36K | 0.4% | |
| Vanguard Mid Cap Value Index Adm | — | — | — | $32K | 0.4% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $25K | 0.3% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $23K | 0.3% | |
| Vanguard Equity-Income Adm | — | — | — | $16K | 0.2% | |
| MFS International Diversification R6 | — | — | — | $15K | 0.2% | |
| American Funds New World R6 | — | — | — | $9K | 0.1% | |
| Black Rock High Yield Portfolio K | — | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $7K | <0.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $2K | <0.1% | |
| DFA US Targeted Value I | — | — | — | $1K | <0.1% |