Back to filter
Original filing (PDF)20251013132602NAL0002045328001
THOMAS AUTOMOTIVE FAMILY LLC
Form 5500
FILING_RECEIVED
THOMAS AUTOMOTIVE FAMILY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
215
Accounts w/ balance
297
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS AUTOMOTIVE FAMILY LLC.
Plan sponsor
Name
THOMAS AUTOMOTIVE FAMILY LLC
EIN
83-1434331
Address
127 SOUTH JULIANA STREET · PO BOX 165 · BEDFORD, PA · 15522
Phone
(814) 623-8131
Industry
Retail Tradesee all
Plan administrator
Name
THE FIDUCIARY STUDIO
EIN
45-1739578
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BSSF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS INSURANCE AGENCY | — | SAINT LOUIS, MO | BROKER DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | ERIE, PA | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
27 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyCompass Index Conservative 2035 Fund Mutual Funds | — | — | — | $2.2M | 18.5% | |
| MyCompass Index Moderate 2035 Fund Mutual Funds | — | — | — | $1.2M | 10.3% | |
| MyCompass Index Moderate 2045 Fund Mutual Funds | — | — | — | $1.1M | 9.1% | |
| iShares S&P 500 Index Fund Mutual Funds | — | — | — | $1.1M | 8.9% | |
| MyCompass Index Aggressive 2055 Fund Mutual Funds | — | — | — | $1.1M | 8.9% | |
| MyCompass Index Aggressive 2045 Fund Mutual Funds | — | — | — | $948K | 8.0% | |
| Fidelity Large Cap Growth Index Fund Mutual Funds | — | — | — | $929K | 7.8% | |
| MyCompass Index Conservative Retirement Fund Mutual Funds | — | — | — | $699K | 5.9% | |
| MyCompass Index Moderate Retirement Fund Mutual Funds | — | — | — | $521K | 4.4% | |
| American Funds The Bond Fund of America Mutual Funds | — | — | — | $450K | 3.8% | |
| Vanguard High Yield Corporate Fund Adm Mutual Funds | — | — | — | $351K | 3.0% | |
| MyCompass Index Aggressive 2065 Fund Mutual Funds | — | — | — | $223K | 1.9% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Funds | — | — | — | $222K | 1.9% | |
| Neuberger Berman Strategic Income Fund Mutual Funds | — | — | — | $217K | 1.8% | |
| MyCompass Index Moderate 2065 Fund Mutual Funds | — | — | — | $196K | 1.7% | |
| MyCompass Index Moderate 2055 Fund Mutual Funds | — | — | — | $126K | 1.1% | |
| Vanguard Explore Fund Adm Mutual Funds | — | — | — | $109K | 0.9% | |
| American Funds New World Fund Mutual Funds | — | — | — | $100K | 0.8% | |
| Vanguard International Growth Fund Mutual Funds | — | — | — | $51K | 0.4% | |
| American Funds American Balanced Fund Mutual Funds | — | — | — | $43K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $22K | 0.2% | |
| iShares Russell Small/Mid-Cap Index Fund Mutual Funds | — | — | — | $21K | 0.2% | |
| Voya Government Money Market Fund Money Market Fund | — | — | — | $6K | <0.1% | |
| Vanguard Windsor II Fund Mutual Funds | — | — | — | $4K | <0.1% | |
| Vanguard Small Cap Value Index Fund Mutual Funds | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Funds | — | — | — | $2K | <0.1% | |
| Vanguard Total World Stk ind Mutual Funds | — | — | — | $1K | <0.1% |