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Original filing (PDF)20251015155806NAL0002708691002
AUTO-CHLOR SYSTEM OF WASHINGTON, INC.
Form 5500
FILING_RECEIVED
AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
942
Accounts w/ balance
1,009
Plan assets (EOY)
$90.7M
Net assets (EOY)
$90.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTO-CHLOR SYSTEM OF WASHINGTON, INC..
Plan sponsor
Name
AUTO-CHLOR SYSTEM OF WASHINGTON, INC.
EIN
91-0832878
Address
450 FERGUSON DRIVE · MOUNTAIN VIEW, CA · 94043
Phone
(650) 967-3085
Industry
Real Estatesee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $40K | — |
| SILICON VALLEY RETIREMENT SERVICES | 27-2233898 | — | NONE | $32K | — |
| RIVERSEDGE ADV RET SOLUTIONS, LLC | 27-1155910 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
31 direct securities· $87.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Admiral Mutual funds | — | — | — | $12.7M | 14.0% | |
| Vanguard Growth Index Fund Admiral Mutual funds | — | — | — | $9.9M | 10.9% | |
| Dodge & Cox Stock Fund Mutual funds | — | — | — | $7.0M | 7.8% | |
| American Funds Europacific Growth Fund R6 Mutual funds | — | — | — | $6.2M | 6.8% | |
| Vanguard Target Retirement 2050 Fund Mutual funds | — | — | — | $5.9M | 6.5% | |
| Vanguard Small Cap Index Admiral Mutual funds | — | — | — | $5.6M | 6.2% | |
| Vanguard Total Bond Market Index Admiral Mutual funds | — | — | — | $5.4M | 6.0% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | — | — | — | $4.9M | 5.4% | |
| Vanguard Mid Cap Value Index Fund Admiral Mutual funds | — | — | — | $3.7M | 4.0% | |
| Schwab Bank Savings Fund Cash equivalent | — | — | — | $3.6M | 3.9% | |
| DFA U.S. Targeted Value Portfolio Institutional Mutual funds | — | — | — | $3.1M | 3.4% | |
| T Rowe Price Mid-Capital Growth Fund Mutual funds | — | — | — | $3.1M | 3.4% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | — | — | — | $2.7M | 3.0% | |
| Vanguard Target Retirement 2025 Fund Mutual funds | — | — | — | $2.5M | 2.7% | |
| Vanguard Target Retirement 2035 Fund Mutual funds | — | — | — | $2.4M | 2.6% | |
| Vanguard Target Retirement 2030 Fund Mutual funds | — | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | — | — | — | $1.3M | 1.4% | |
| Participant loans 5.25% to 10.50%, various maturities | — | — | — | $1.3M | 1.4% | |
| Vanguard Short Term Federal Admiral Mutual funds | — | — | — | $1.2M | 1.3% | |
| Vanguard Mid Cap Growth Index Admiral Mutual funds | — | — | — | $1.0M | 1.2% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | — | — | — | $955K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual funds | — | — | — | $378K | 0.4% | |
| DFA International Value Portfolio Institutional Mutual funds | — | — | — | $364K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral Mutual funds | — | — | — | $173K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual funds | — | — | — | $169K | 0.2% | |
| Vanguard FTSE World Ex-US Index Admiral Mutual funds | — | — | — | $89K | <0.1% | |
| Charles Schwab Bank Trust Bank Non-interest-bearing cash | — | — | — | $53K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual funds | — | — | — | $33K | <0.1% | |
| 1486 Investors LLC Limited liability corporation | — | — | — | $30K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual funds | — | — | — | $25K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral Mutual funds | — | — | — | $21K | <0.1% |