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Original filing (PDF)20251002113946NAL0000279635001
AUTO CHLOR SERVICES, LLC
Form 5500
FILING_RECEIVED
AUTO-CHLOR SERVICES EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Active participants
373
Accounts w/ balance
524
Plan assets (EOY)
$46.1M
Net assets (EOY)
$46.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTO CHLOR SERVICES, LLC.
Plan sponsor
Name
AUTO CHLOR SERVICES, LLC
EIN
72-0927398
Address
500 DAKIN STREET · JEFFERSON, LA · 70121
Phone
(504) 219-2170
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LAPORTE, APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 06-1050034 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS | 27-5273468 | — | INVESTMENT ADVISOR | $76K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE PLAN COMPLIANCE COMPANY | 72-0837456 | — | CONTRACT ADMINISTRATOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
21 direct securities · 11 pooled funds· $50.0M(100% 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.
Pooled Separate Account
$29.0M
11 holdings
Uncategorized
$19.4M
20 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Income Accounts, at Contract Value * Empower Retirement Insurance GUARANTEED INCOME FUND 222,244 shares | — | — | — | $7.8M | 17.0% | |
| Party-in- Borrower, Lessor, Description of Investment Current Interest or Similar Party Including Share Balance Cost Value Pooled Separate Accounts, at Fair Value * Empower Retirement Insurance INTL BLD II FD 348,883 shares | — | — | — | $5.3M | 11.5% | |
| INTERNATIONAL BLEND I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $5.3M | 11.5% | |
| LARGE CAP GROWTH JP MORGAN INV MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.3M | 11.5% | |
| DRYDEN S&P 500 INDEX FUND (IS PLAT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $4.2M | 9.0% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $3.6M | 7.8% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $3.0M | 6.4% | |
| PGIM QUANT SOL MID CAP INDEX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $2.5M | 5.4% | |
| EAGLE MID CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $2.4M | 5.2% | |
| s, at Fair Value * Empower FIDELITY MCV K6 120,907 shares | Mutual Funds | — | — | $1.5M | 3.2% | |
| Empower VANGUARD EXPLORER ADMIRAL 12,699 shares | — | — | — | $1.4M | 2.9% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.2M | 2.7% | |
| PGIM QUANT SOL SM CAP INDEX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $709K | 1.5% | |
| Empower Retirement Insurance SCV VICTORY FUND 13,462 shares | — | — | — | $677K | 1.5% | |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $677K | 1.5% | |
| Empower VANGUARD TOTAL ST MARK 4,574 shares | — | — | — | $645K | 1.4% | |
| Empower VANGUARD INFO TECH INX AD 1,519 shares | — | — | — | $483K | 1.0% | |
| Empower VICTORY NASDAQ 100 IDX R6 8,810 shares | — | — | — | $456K | 1.0% | |
| Empower JPMORGAN CORE BOND R6 44,590 shares | — | — | — | $451K | 1.0% | |
| Empower PGIM JENNISON GBL OPP R6 9,330 shares | — | — | — | $430K | 0.9% | |
| Empower DODGE & COX BAL CLASS X 3,725 shares | — | — | — | $379K | 0.8% | |
| Empower JAN HEN GLOBAL LIFE SCI N 3,885 shares | — | — | — | $263K | 0.6% | |
| Empower DFA EMERG MRKS SM CAP I 9,392 shares | — | — | — | $218K | 0.5% | |
| Empower PGIM HIGH YIELD CL R6 44,127 shares | — | — | — | $210K | 0.5% | |
| Empower Retirement Insurance AM CENT MID CAP VALUE 15,649 shares | — | — | — | $189K | 0.4% | |
| REAL ESTATE/COHEN & STEERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $184K | 0.4% | |
| Empower JPMORGAN GBL BOND OPPS R6 17,785 shares | — | — | — | $171K | 0.4% | |
| Empower FIDELITY ADV UTILITIES Z 3,190 shares | — | — | — | $143K | 0.3% | |
| Empower IVSC GOLD & SP MNR R6 2,716 shares | — | — | — | $71K | 0.2% | |
| Empower BNY MELLON NAT RESOURCES Y 1,390 shares | — | — | — | $61K | 0.1% | |
| Empower PGIM SH DUR HG YD INCM R6 4,317 shares | — | — | — | $36K | <0.1% | |
| Empower VANGUARD FINANCIALS INX AD 610 shares | — | — | — | $36K | <0.1% |
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