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Original filing (PDF)20251015193417NAL0005739905001
LOS ANGELES TRUCK CENTERS, LLC
Form 5500
FILING_RECEIVED
LOS ANGELES TRUCK CENTERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
2,776
Accounts w/ balance
3,359
Plan assets (EOY)
$139.4M
Net assets (EOY)
$139.4M
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
- 26 bps in Schedule C fees — 160% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOS ANGELES TRUCK CENTERS, LLC.
Plan sponsor
Name
LOS ANGELES TRUCK CENTERS, LLC
EIN
94-3303320
Address
2429 SOUTH PECK ROAD · WHITTIER, CA · 90601
Phone
(562) 447-1539
Industry
Transportation & Warehousingsee 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
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $313K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GRP LLC | 33-0818667 | — | INVESTMENT ADVISORY | $50K | — |
Investments
19 direct securities · 1 pooled fund· $139.4M(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
$113.6M
18 holdings
Common Collective Trust
$16.1M
1 holding
Mutual Funds
$9.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K6 | — | — | — | $20.6M | 14.8% | |
| Fidelity 500 Index | — | — | — | $20.2M | 14.5% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $16.1M | 11.5% | |
| MFS Value R6 | — | — | — | $15.2M | 10.9% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $11.5M | 8.3% | |
| Metropolitan West Total Return Bd P | — | — | — | $9.9M | 7.1% | |
| Blackrock Inf Protected Bond K | Mutual Funds | — | — | $9.8M | 7.0% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $6.1M | 4.4% | |
| Fidelity Puritan K6 | — | — | — | $4.2M | 3.0% | |
| Notes Receivable from Participants Notes Receivable with interest rates of 4.25% to 10.50% | — | — | — | $4.2M | 3.0% | |
| Transamerica Capital, Inc. Intl Equity R6 | — | — | — | $3.6M | 2.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.0M | 2.2% | |
| Blackrock Mid Cap Growth Equity K | — | — | — | $2.4M | 1.7% | |
| Vanguard Explorer Adm | — | — | — | $2.3M | 1.7% | |
| Vanguard Extended Market Index Adm | — | — | — | $2.2M | 1.5% | |
| MFS Mid Cap Value R6 | — | — | — | $2.1M | 1.5% | |
| Invesco Developing Markets R6 | — | — | — | $2.1M | 1.5% | |
| Victory Sycamore Small Co Opp I | — | — | — | $1.8M | 1.3% | |
| Vanguard REIT Index Adm | — | — | — | $1.7M | 1.2% | |
| Interest-Bearing Cash * State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $315K | 0.2% |