DAWN LUDY signed HARR Motor Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HARR Motor Company's EIN is 04-1419290.
Download the official 2024 Form 5500 (PDF) for HARR Motor Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HARR Motor Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $16K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Mutual Funds | Mutual Funds | — | — | $2.1M | 14.2% | |
| Fidelity Freedom Index 2045 IPR Mutual Funds | Mutual Funds | — | — | $1.7M | 12.1% | |
| Fidelity Freedom Index 2040 IPR Mutual Funds | Mutual Funds | — | — | $1.6M | 10.9% | |
| Fidelity Freedom Index 2055 IPR Mutual Funds | Mutual Funds | — | — | $965K | 6.7% | |
| Fidelity Freedom Index 2050 IPR Mutual Funds | Mutual Funds | — | — | $858K | 6.0% | |
| Fidelity Government Money Market Money Market | Mutual Funds | — | — | $772K | 5.4% | |
| Fidelity Freedom Index 2030 IPR Mutual Funds | Mutual Funds | — | — | $730K | 5.1% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $710K | 4.9% | |
| Fidelity Freedom Index 2060 IPR Mutual Funds | Mutual Funds | — | — | $605K | 4.2% | |
| JP Morgan Large Cap Value R6 Mutual Funds | Other securities | — | — | $514K | 3.6% | |
| PUTN Large Cap Growth R6 Mutual Funds | Other securities | — | — | $504K | 3.5% | |
| Fidelity Freedom Index 2020 IPR Mutual Funds | Mutual Funds | — | — | $491K | 3.4% | |
| AB Small Cap Growth Fund Mutual Funds | Other securities | — | — | $404K | 2.8% | |
| Fidelity FDM Index 2065 IPR Mutual Funds | Mutual Funds | — | — | $358K | 2.5% | |
| PIMCO Income Institutional Mutual Funds | Mutual Funds | — | — | $329K | 2.3% | |
| JP Morgan Midcap Growth R4 Mutual Funds | Other securities | — | — | $318K | 2.2% | |
| Fidelity FDM Index 2070 IPR Mutual Funds ** 964 * Fidelity Small Cap Index Mutual Funds ** 166 Participant loans Interest rates at 5.25% - 10.50% $- | Mutual Funds | — | — | $286K | 2.0% | |
| MFS International Growth Fund R6 Mutual Funds | Mutual Funds | — | — | $219K | 1.5% | |
| Fidelity Mid Cap Value Index Mutual Funds | Mutual Funds | — | — | $180K | 1.2% | |
| Fidelity Advisors Small Cap Value Fund Mutual Funds | Mutual Funds | — | — | $150K | 1.0% | |
| Fidelity Freedom Index 2015 IPR Mutual Funds | Mutual Funds | — | — | $131K | 0.9% | |
| Fidelity Advisors Balanced Fund Mutual Funds | Mutual Funds | — | — | $102K | 0.7% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $84K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund Mutual Funds | Other securities | — | — | $70K | 0.5% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $66K | 0.5% | |
| Fidelity Freedom Index 2025 IPR Mutual Funds | Mutual Funds | — | — | $56K | 0.4% | |
| Fidelity Freedom Index Inc IPR Mutual Funds | Mutual Funds | — | — | $50K | 0.3% | |
| Eaton Vance Income Fund Boston Fund Mutual Funds | Other securities | — | — | $34K | 0.2% | |
| Fidelity Emerging Markets Index Mutual Funds | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Global Ex US Index Mutual Funds | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2010 IPR Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| PIM Real Return Institutional Mutual Funds | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | WORCESTER, MA | ACCOUNTANT/AUDITOR | $7K | — |
