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Original filing (PDF)20250924111238NAL0002979459001
AUTO, LLLP DBA AUTOINC
Form 5500
FILING_RECEIVED
AUTOINC 401(K) PLAN
401(k) retirement plan
Active participants
500
Accounts w/ balance
569
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTO, LLLP DBA AUTOINC.
Plan sponsor
Name
AUTO, LLLP DBA AUTOINC
EIN
75-1628221
Address
901 S. FILLMORE STREET, SUITE 200 · AMARILLO, TX · 79101
Phone
(806) 722-4270
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOLINGER, SEGARS, GILBERT & MOSS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMARILLO NATIONAL BANK | — | AMARILLO, TX | INVESTMENT ADVISOR | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMIN | $40K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| QDRO CONSULTANTS COMPANY,LLC | — | MEDINA, OH | INVESTMENT MGMT | $400 | — |
Investments
31 direct securities· $23.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock 60/40 Target Allocation K | — | — | — | $4.7M | 19.8% | |
| Blackrock 80/20 Target Allocation K | — | — | — | $4.3M | 18.3% | |
| Federated Hermes Total Return Bond R6 15 Fidelity 500 Index | — | — | — | $3.3M | 14.0% | |
| Fidelity Mid Cap Index | — | — | — | $1.6M | 6.9% | |
| Invesco Premier US Government Money Inst | — | — | — | $1.1M | 4.8% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $1.0M | 4.4% | |
| Notes Receivable from Participants 4.25% - 9.50% | — | — | — | $821K | 3.5% | |
| Nuveen Large Cap Value Index R6 | — | — | — | $779K | 3.3% | |
| Goldman Sachs Sm Cap Val Insights Instl | — | — | — | $748K | 3.2% | |
| Schwab International Index | — | — | — | $680K | 2.9% | |
| OR SIMILAR PARTY MATURITY VALUE Mutual Funds Blackrock 20/80 Target Allocation K | — | — | — | $588K | 2.5% | |
| Blackrock 40/60 Target Allocation K | — | — | — | $490K | 2.1% | |
| JPMorgan Growth Advantage R6 | — | — | — | $488K | 2.1% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $484K | 2.1% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $281K | 1.2% | |
| Blackrock Core Bond K | — | — | — | $280K | 1.2% | |
| T. Rowe Price U.S. Treasury Interm Index | — | — | — | $236K | 1.0% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $234K | 1.0% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $231K | 1.0% | |
| Nuveen Small Cap Blend Index R6 | — | — | — | $211K | 0.9% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $172K | 0.7% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $152K | 0.6% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $91K | 0.4% | |
| Federated Hermes International Leader R6 | — | — | — | $79K | 0.3% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $69K | 0.3% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $63K | 0.3% | |
| MFS Global Opportunistic Bond R6 | — | — | — | $49K | 0.2% | |
| Columbia Short Term Bond Inst | — | — | — | $30K | 0.1% | |
| JPMorgan U.S. Value R6 | — | — | — | $28K | 0.1% | |
| Fidelity Freedom 2040 K6 | — | — | — | $20K | <0.1% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $15K | <0.1% |
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