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Original filing (PDF)20251014115625NAL0003855328001
VEHLO PURCHASER, LLC
Form 5500
FILING_RECEIVED
VEHLO PURCHASER, LLC 401(K) PLAN
401(k) retirement plan
Active participants
484
Accounts w/ balance
343
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
30 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
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEHLO PURCHASER, LLC.
Plan sponsor
Name
VEHLO PURCHASER, LLC
EIN
84-1894196
Address
2035 LAKESIDE CENTRE WAY, SUITE 100 · KNOXVILLE, TN · 37922
Phone
(865) 263-2372
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| ERISA SERVICES, INC | 62-1200951 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY - PL | $23K | — |
Investments
30 direct securities· $16.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Premier | — | — | — | $2.4M | 14.8% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $2.3M | 14.4% | |
| Fidelity 500 Index | — | — | — | $1.9M | 11.7% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $1.7M | 10.9% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $1.3M | 8.1% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $753K | 4.7% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $645K | 4.0% | |
| MFS Growth | — | — | — | $616K | 3.8% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $514K | 3.2% | |
| Putnam Large Cap Value | — | — | — | $467K | 2.9% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $444K | 2.8% | |
| Fidelity Mid Cap Index | — | — | — | $321K | 2.0% | |
| Fidelity US Bond Index | — | — | — | $319K | 2.0% | |
| Fidelity Total International Index | — | — | — | $289K | 1.8% | |
| Fidelity Small Cap Index | — | — | — | $284K | 1.8% | |
| through 2048 - | — | — | — | $191K | 1.2% | |
| Metropolitan West Total Return Bond Plan | — | — | — | $184K | 1.1% | |
| MFS Mid Cap Growth | — | — | — | $178K | 1.1% | |
| JPMorgan Emerging Markets Equity | — | — | — | $161K | 1.0% | |
| T. Rowe Price Overseas Stock I | — | — | — | $157K | 1.0% | |
| ClearBridge International Growth | — | — | — | $148K | 0.9% | |
| ClearBridge Small Cap Growth | — | — | — | $128K | 0.8% | |
| Transamerica Life Insurance Company Stable Value Core Option | — | — | — | $122K | 0.8% | |
| Goldman Sachs Small Cap Value Insights | — | — | — | $120K | 0.7% | |
| American Century Mid Cap Value | — | — | — | $111K | 0.7% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $95K | 0.6% | |
| Fidelity Freedom Index 2020 Premier | — | — | — | $67K | 0.4% | |
| Diversified Interest bearing cash | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Income Premier | — | — | — | $18K | 0.1% | |
| Fidelity Freedom Index 2015 Premier | — | — | — | $13K | <0.1% |
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