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Original filing (PDF)20250611111813NAL0015719105001
EASY AUTO, INC.
Form 5500
FILING_RECEIVED
EASY AUTO 401(K) PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
147
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASY AUTO, INC..
Plan sponsor
Name
EASY AUTO, INC.
EIN
62-0987402
Address
1800 MT. VERNON DRIVE, NW · CLEVELAND, TN · 37311
Phone
(423) 559-1196
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
2025-06-11
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HENDERSON, HUTCHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Investments
27 direct securities· $12.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds New World R5 | — | — | — | $2.8M | 22.1% | |
| Fidelity Target Retirement 2025 | — | — | — | $1.0M | 8.3% | |
| Fidelity Target Retirement 2035 | — | — | — | $993K | 8.0% | |
| Fidelity Brokeragelink | — | — | — | $881K | 7.1% | |
| Fidelity Extended Market Index | — | — | — | $813K | 6.5% | |
| Fidelity Target Retirement 2045 | — | — | — | $740K | 5.9% | |
| Fidelity Large-Cap Growth Index | — | — | — | $668K | 5.4% | |
| American Funds Fundamental Invs R5 | — | — | — | $542K | 4.4% | |
| Fidelity 500 Index | — | — | — | $494K | 4.0% | |
| Fidelity Target Retirement 2040 | — | — | — | $427K | 3.4% | |
| Fidelity Target Retirement 2030 | — | — | — | $384K | 3.1% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $380K | 3.1% | |
| Fidelity International Index | — | — | — | $356K | 2.9% | |
| Fidelity Target Retirement 2055 | — | — | — | $340K | 2.7% | |
| Dodge & Cox Income Term Bond | — | — | — | $223K | 1.8% | |
| Fidelity Target Retirement 2060 | — | — | — | $202K | 1.6% | |
| PIMCO Income Instl | — | — | — | $195K | 1.6% | |
| Vanguard International Growth | — | — | — | $177K | 1.4% | |
| Fidelity Large-Cap Value Index | — | — | — | $169K | 1.4% | |
| Fidelity Government Cash Reserves | — | — | — | $160K | 1.3% | |
| Fidelity Target Retirement 2050 | — | — | — | $156K | 1.3% | |
| Fidelity Target Retirement 2065 | — | — | — | $108K | 0.9% | |
| Fidelity Balanced | — | — | — | $93K | 0.7% | |
| Vanguard Small-Cap Value Index | — | — | — | $90K | 0.7% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $51K | 0.4% | |
| Vanguard Growth Index | — | — | — | $21K | 0.2% | |
| Fidelity Target Retirement 2070 | — | — | — | $1K | <0.1% |