Dealer Tire LLC 401(K) Savings Plan — Form 5500 plan (Dealer Tire LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dealer Tire LLC 401(K) Savings Plan is a benefit plan reported by Dealer Tire LLC under EIN 38-4288032 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,975 participants and $344,961,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dealer Tire LLC
- EIN
- 38-4288032
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 6,975
- End-of-year plan assets
- $344,961,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,975 | H, C | 20241014162238NAL0013613907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $344,961,878
- Total liabilities (EOY)
- $112,768
- Net assets (EOY)
- $344,849,110
- Net assets (BOY)
- $274,719,614
Income & contributions
- Employer contributions
- $11,242,174
- Participant contributions
- $28,847,551
- Total contributions
- $43,397,693
- Total income / additions
- $97,809,247
Expenses & distributions
- Benefits paid
- $27,063,305
- Administrative expenses
- $495,175
- Total expenses
- $27,679,751
- Net increase / (decrease)
- $70,129,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $318,221 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $87,293 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset | 2023 |
| Cbiz Inv. Advisory Services, LLC | CONSULTANT | $29,000 | not reported in the loaded dataset | 2023 |
| Clearstead Advisors, LLC | INVESTMENT ADVISOR | $25,062 | not reported in the loaded dataset | 2023 |
| Benesch, Friedlander, Coplan & Ara | ATTORNEY/LEGAL | $5,599 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dealer Tire LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Cbiz Inv. Advisory Services, LLC — Schedule C compensation
- Clearstead Advisors, LLC — Schedule C compensation
- Benesch, Friedlander, Coplan & Ara — Schedule C compensation