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Original filing (PDF)20250929135049NAL0015284227001
CAR SOUND EXHAUST SYSTEM, INC.
Form 5500
FILING_RECEIVED
CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
487
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
20 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAR SOUND EXHAUST SYSTEM, INC..
Plan sponsor
Name
CAR SOUND EXHAUST SYSTEM, INC.
EIN
95-3632494
Address
1901 CORPORATE CENTRE DR. · OCEANSIDE, CA · 92056
Phone
(949) 858-5900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $114K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $40K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $68 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $9 | — |
Investments
12 direct securities · 20 pooled funds· $39.6M(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.
Common Collective Trust
$15.4M
12 holdings
Uncategorized
$13.9M
11 holdings
Pooled Separate Account
$6.5M
8 holdings
Guaranteed Income / GIC
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Charles Schwab & Co. Charles Schwab Self-Directed Brokerage Accounts | — | — | — | $5.4M | 13.7% | |
| Massachusetts Mutual Life Insurance Company General Account | Guaranteed Income / GIC | — | — | $3.8M | 9.6% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| Franklin Growth R6 Fund | — | — | — | $3.0M | 7.6% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.7M | 6.9% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.7M | 6.7% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 6.0% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 5.3% | |
| MFS Value R6 Fund | — | — | — | $1.7M | 4.3% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.1% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| Registered Investment Companies American Century American Century Mid Cap Value R6 Fund | — | — | — | $1.4M | 3.5% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.3M | 3.3% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 4.25% - 10.50% -- | — | — | — | $971K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $899K | 2.3% | |
| Baird Asset Management Baird Core Plus Bond Inst Fund | — | — | — | $548K | 1.4% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $519K | 1.3% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $468K | 1.2% | |
| Sycamore Capital Victory Sycamore Small Co Opportunity I Fund | — | — | — | $340K | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Fund | — | — | — | $277K | 0.7% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $253K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $176K | 0.4% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $128K | 0.3% | |
| American Funds American Funds New World R6 Fund | — | — | — | $115K | 0.3% | |
| American Funds American Funds American Balanced R6 Fund | — | — | — | $99K | 0.2% | |
| AMERICAN FUNDS EUROPACIFIC GRWTH R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $88K | 0.2% | |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $74K | 0.2% | |
| MassMutual U.S. Government Money Market Fund | — | — | — | $31K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $55 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $55 | <0.1% |