Employers › PEP Boys - Manny Moe and Jack of Puerto Rico
Recordkeeping fees per participant · The PEP Boys Savings Plan - Puerto Rico · plan year 2024
$73.43
Higher than 51% of the 7,477 plans $1 to 10M that report it.
= $39,653 / 540
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015121013NAL0002381699001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121013NAL0002381699001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$79.90
Higher than 42% of the 14,713 plans $1 to 10M that report it.
= $43,147 / 540
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015121013NAL0002381699001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121013NAL0002381699001, received 2025-10-15
Administrative expenses per participant
$79.90
Higher than 31% of the 15,210 plans $1 to 10M that report it.
= $43,147 / 540
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121013NAL0002381699001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121013NAL0002381699001, received 2025-10-15
Administrative expenses as a share of assets
0.697%
Higher than 67% of the 15,243 plans $1 to 10M that report it.
= $43,147 / $6,194,097
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121013NAL0002381699001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015121013NAL0002381699001, received 2025-10-15
Employer contributions per participant
$189
Higher than 5% of the 13,342 plans $1 to 10M that report it.
= $102,055 / 540
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121013NAL0002381699001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121013NAL0002381699001, received 2025-10-15
Employer share of total contributions
16.2%
Higher than 18% of the 13,370 plans $1 to 10M that report it.
= $102,055 / $630,061
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121013NAL0002381699001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015121013NAL0002381699001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3C · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015121013NAL0002381699001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PEP BOYS - MANNY, MOE AND JACK OF PUERTO RICO, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Plan name | THE PEP BOYS SAVINGS PLAN - PUERTO RICO | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Sponsor EIN / plan number | 51-0363784 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Sponsor location | BALA CYNWYD, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Industry (business code) | 441300, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Participants, beginning of year | 1,202 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Active participants | 413 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Participants, end of year | 673 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Participants with an account balance | 540 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total assets, beginning of year | $6,645,788 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total assets, end of year | $6,194,097 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Net assets, end of year | $6,194,097 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total income | $1,453,386 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Net income | $-451,691 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Employer contributions | $102,055 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Participant contributions | $528,006 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total contributions | $630,061 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Benefit payments | $1,755,644 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $1,905,077 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Total administrative expenses | $43,147 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Recordkeeping fees | $39,653 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Administrative expenses excluding investment management | $43,147 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Held in common/collective trusts | $4,427,760 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Held in mutual funds | $1,499,737 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015121013NAL0002381699001, received 2025-10-15 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015121013NAL0002381699001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015121013NAL0002381699001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 18 Custodial (other than securities); 19 Custodial (securities); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $37,874 | yes |
| THOMPSON HINE | NONE | 29 Legal; 50 Direct payment from the plan | $3,494 | no |
| FID INV INSTL OPS COrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $1,778 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015121013NAL0002381699001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,645,788 | $6,194,097 | -6.8% |
| Participants with a balance | 737 | 540 | -26.7% |
| Administrative expenses | $130,005 | $43,147 | -66.8% |
| Recordkeeping fees per participant | $125.97 | $73.43 | -41.7% |
| Employer contributions | not reported | $102,055 |
Prior filing 20241014082826NAL0014648115001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: PEP BOYS - MANNY, MOE AND JACK OF PUERTO RICO, INC.; SEC registrant: PEP BOYS MANNY MOE & JACK OF PUERTO RICO INC (CIK 1179304, matched by EIN).