Plan Snapshot
- Plan Sponsor: The Pep Boys - Manny, Moe & Jack LLC
- Sponsor EIN: 854254017
- Sponsor Address: ONE PRESIDENTIAL BLVD, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 8,541
- Total Assets: $205.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,541 | $205.2M | $1.9M | $14.7M |
| 2023 | 7,948 | $195.8M | $0 | $14.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $66,303 | — | $66,303 |
| THOMPSON HINE | ATTORNEY/LEGAL | $64,739 | — | $64,739 |
| CAPTRUST | INVESTMENT ADVISOR | $32,831 | — | $32,831 |
| GRANT THORTON | ACCOUNTANT/AUDITOR | $23,759 | — | $23,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- THOMPSON HINE — ATTORNEY/LEGAL
- CAPTRUST — INVESTMENT ADVISOR
- GRANT THORTON — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,632
- Estimated Expense Ratio: 0.091% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $385,676 | — | $1,200 | $23,759 | — |
| 2023 | $477,554 | $18,125 | — | $8,505 | — |