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Original filing (PDF)20250814064508NAL0008873731001
PACK AUTOMOTIVE GROUP
Form 5500
FILING_RECEIVED
PACK AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
18 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACK AUTOMOTIVE GROUP.
Plan sponsor
Name
PACK AUTOMOTIVE GROUP
EIN
75-1007322
Address
6618 N E LOOP 820 · NORTH RICHLAND HILLS, TX · 76180
Phone
(817) 519-6800
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-10-31
Filed
2025-08-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY 0 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
| WOODBURY FINANCIAL SERVICES INC | — | OAKDALE, MN | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CA | INVESTMENT MGMT | $18K | — |
Investments
18 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMPWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | $0 | — |
| EMPWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | $0 | — |
| STATE GLOBAL ALL CAP EQUITY EX-U.S. STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | $0 | — |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $0 | — |
| STATE STREE RUSSELL SMALL MID CAP STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500(R) INDEX NON-L STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | $0 | — |
| STATE STREET S&P MIDCAP INDEX NON-L STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 494 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIRMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $0 | — |
| STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | $0 | — |
| STATE STREET U.S. BOND INDEX NON-LE STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | $0 | — |
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