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Original filing (PDF)20250617122934NAL0000810819001
EARNHARDT MANAGMENT COMPANY
Form 5500
FILING_RECEIVED
EARNHARDT'S SAVINGS PLAN
401(k) retirement plan
Active participants
1,661
Accounts w/ balance
1,792
Plan assets (EOY)
$75.8M
Net assets (EOY)
$75.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
- 29 bps in Schedule C fees — 84% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARNHARDT MANAGMENT COMPANY.
Plan sponsor
Name
EARNHARDT MANAGMENT COMPANY
EIN
86-0394615
Address
2121 NORTH ARIZONA AVENUE BUILDING · CHANDLER, AZ · 85225
Phone
(480) 324-8859
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $160K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $64K | — |
Investments
21 direct securities · 1 pooled fund· $75.8M(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.
Uncategorized
$72.1M
21 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $14.1M | 18.7% | |
| Harbor Capital Appreciation Instl Mutual Fund N/A | — | — | — | $9.8M | 12.9% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $5.5M | 7.3% | |
| American Funds EuroPacific Gr R6 Mutual Fund N/A | — | — | — | $5.3M | 6.9% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $4.6M | 6.0% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund N/A | — | — | — | $3.7M | 4.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 4.9% | |
| Blackrock Total Return K Mutual Fund N/A | — | — | — | $3.6M | 4.8% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund N/A | — | — | — | $3.4M | 4.5% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund N/A | — | — | — | $2.8M | 3.8% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund N/A | — | — | — | $2.8M | 3.7% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund N/A | — | — | — | $2.7M | 3.6% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund N/A | — | — | — | $2.5M | 3.3% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund N/A | — | — | — | $2.2M | 2.9% | |
| Notes Receivable from Participants Maturing 2025-2034 at interest rates of 4.25% - 9.50% - | — | — | — | $2.2M | 2.9% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund N/A | — | — | — | $2.1M | 2.7% | |
| Putnam Large Cap Value R6 Mutual Fund N/A | — | — | — | $1.6M | 2.1% | |
| Fidelity Freedom Index 2065 Instl Prm Mutual Fund N/A | — | — | — | $1.3M | 1.7% | |
| Fidelity Emerging Markets Index Mutual Fund N/A | — | — | — | $865K | 1.1% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund N/A | — | — | — | $496K | 0.7% | |
| PIMCO Income Instl Mutual Fund N/A | — | — | — | $306K | 0.4% | |
| Fidelity Freedom Index Income Instl Prem Mutual Fund N/A | — | — | — | $221K | 0.3% |
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