2023 Form 5500 filing — Dealer Tire LLC 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014162238NAL0013613907001) for Dealer Tire LLC 401(K) Savings Plan, reported by Dealer Tire LLC under EIN 38-4288032 and plan number 001. It reports 6,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162238NAL0013613907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dealer Tire LLC
- EIN
- 38-4288032
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 6,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $344,961,878
- Total liabilities (EOY)
- $112,768
- Net assets (EOY)
- $344,849,110
- Employer contributions
- $11,242,174
- Participant contributions
- $28,847,551
- Total income / additions
- $97,809,247
- Benefits paid
- $27,063,305
- Administrative expenses
- $495,175
- Total expenses
- $27,679,751
- Net increase / (decrease)
- $70,129,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $318,221 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $87,293 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset |
| Cbiz Inv. Advisory Services, LLC | CONSULTANT | $29,000 | not reported in the loaded dataset |
| Clearstead Advisors, LLC | INVESTMENT ADVISOR | $25,062 | not reported in the loaded dataset |
| Benesch, Friedlander, Coplan & Ara | ATTORNEY/LEGAL | $5,599 | not reported in the loaded dataset |