Original filing (PDF)20251015084207NAL0005699824001

BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT

Name: BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT — AUTOMOTIVE INDUSTRIES INDIVIDUAL ACCOUNT RETIREMENT PLAN, Form 5500 (2024)
Creator: BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT

Form 5500

FILING_RECEIVED

AUTOMOTIVE INDUSTRIES INDIVIDUAL ACCOUNT RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

8 service providers

Active participants

964

Accounts w/ balance

2,461

Plan assets (EOY)

$59.5M

Net assets (EOY)

$58.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT.

Plan sponsor

Name

BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT

EIN

94-1133245all filings

Address

4160 DUBLIN BLVD., SUITE 100 · DUBLIN, CA · 945687756

Phone

(800) 635-3105

Industry

Other Services (ex. Public Admin)see 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCMORGAN & CO	52-2334338	—	NONE	$75K	—
WITHUMSMITH+BROWN, PC	22-2027092	—	NONE	$33K	—
HEALTH SERVICES & BENEFIT ADMINISTR	94-3089465	—	NONE	$30K	—
AMALGAMATED BANK	13-4920330

Investments

1 pooled fund· $3.4M(6% 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.