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Original filing (PDF)20251015105902NAL0009214306001
GREASE MONKEY INTERNATIONAL LLC
Form 5500
FILING_RECEIVED
GREASE MONKEY INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Active participants
1,752
Accounts w/ balance
725
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
21 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREASE MONKEY INTERNATIONAL LLC.
Plan sponsor
Name
GREASE MONKEY INTERNATIONAL LLC
EIN
84-0769552
Address
5575 DTC PARKWAY · SUITE 100 · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 308-1660
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOLM RYAN TRUITT HALL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $29K | — |
| ALERUS RETIREMENT CONSULTING | 45-0140105 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $906 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
Investments
5 direct securities · 21 pooled funds· $5.7M(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
$5.4M
21 holdings
Uncategorized
$285K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 775 | Pooled Separate Account | — | — | $877K | 15.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $741K | 13.3% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $645K | 11.5% | |
| FRANKLIN GROWTH SERIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $639K | 11.4% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $398K | 7.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $389K | 7.0% | |
| GOLDMAN SACHS INTERNATIONAL SMALL C TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 699 | Pooled Separate Account | — | — | $217K | 3.9% | |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $191K | 3.4% | |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $188K | 3.4% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | — | — | $175K | 3.1% | |
| Transamerica Stable Value Core Guaranteed Investment Contract $ | — | — | — | $172K | 3.1% | |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $167K | 3.0% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $167K | 3.0% | |
| BLACKROCK STRATEGIC INCOME OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 629 | Pooled Separate Account | — | — | $138K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $125K | 2.2% | |
| DREYFUS/STANDISH GLOBAL FIXED INCOM TRANSAMERICA LIFE INSURANCE COMPANY84647.39 · EIN 39-0989781 / PN 764 | Pooled Separate Account | — | — | $125K | 2.2% | |
| DEUTSCHE REAL ESTATE SECURITIES RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $120K | 2.1% | |
| Transamerica RetireOnTrack 2055 Pooled Separate Account | — | — | — | $42K | 0.8% | |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $42K | 0.8% | |
| Transamerica RetireOnTrack 2030 Pooled Separate Account | — | — | — | $40K | 0.7% | |
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $40K | 0.7% | |
| Notes receivable from participants Bearing interest at 9.5% | — | — | — | $20K | 0.4% | |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Transamerica RetireOnTrack 2035 Pooled Separate Account | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS 2060 TARGET DT RETMT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 775 | Pooled Separate Account | — | — | $508 | <0.1% | |
| AMERICAN FUNDS 2025 TARGET DT RETMT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% |
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