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Original filing (PDF)20250923050400NAL0002432851001
AUTOSTORE SYSTEM, INC.
Form 5500
FILING_RECEIVED
AUTOSTORE SYSTEM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
145
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOSTORE SYSTEM, INC..
Plan sponsor
Name
AUTOSTORE SYSTEM, INC.
EIN
82-2490451
Address
16 VIA TOSCANA · SUITE 2000 · SALEM, NH · 03079
Phone
(603) 453-2515
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
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON &BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | 04-2746212 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
Investments
34 direct securities · 1 pooled fund· $10.0M(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.
Registered Investment Companies
$10.0M
34 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.3M | 23.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 15.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.6M | 15.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 10.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $955K | 9.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $471K | 4.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $412K | 4.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $361K | 3.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $255K | 2.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $214K | 2.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $152K | 1.5% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $117K | 1.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $74K | 0.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $68K | 0.7% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $60K | 0.6% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $56K | 0.6% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $49K | 0.5% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $43K | 0.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $38K | 0.4% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $29K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $17K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $16K | 0.2% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $15K | 0.1% | |
| CALVERT SMALL CAP FUND - R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $5K | <0.1% | |
| THORNBURG LIMITED TERM INC R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| VOYA GLOBAL BOND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $3K | <0.1% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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