How big is MHQ, Inc.'s plan?

MHQ, Inc.'s plan reported $14.1M in assets and 186 participants for 2023.

Original filing (PDF)20241010161606NAL0021420353001

MHQ, Inc.

Name: MHQ, Inc. — Automotive Management, Inc. 401(k) Plan, Form 5500 (2023)
Creator: MHQ, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Automotive Management, Inc. 401(k) Plan

401(k) retirement plan · MHQ, Inc.'s Automotive Management, Inc. 401(k) Plan held $14.1M in plan assets for 186 participants in 2023, with Fidelity as recordkeeper.

Active participants

186

Accounts w/ balance

375

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

DAWN LUDY signed MHQ, Inc.'s 2023 Form 5500 as plan administrator.

DAWN LUDY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MHQ, Inc.'s EIN is 04-2265390.

EIN 04-2265390

Plan number 001

Plan year 2023

ACK ID 20241010161606NAL0021420353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for MHQ, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

MHQ, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MHQ, INC..

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MHQ, INC.

EIN

all filings

Address

401 ELM ST · MARLBORO, MA · 01752

Phone

(508) 573-2603

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$10K	—

Investments

34 direct securities· $14.1M(100% of reported assets)

Mutual Funds

$11.7M

23 holdings

Other securities

$1.3M

5 holdings

Common Collective Trusts

$857K

5 holdings

Bonds / Notes

$208K

1 holding

					% of plan
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$2.0M	14.3%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$1.5M	10.9%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$1.3M	9.0%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$923K	6.6%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$805K	5.7%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$779K	5.5%
JP Morgan Large Cap Value Fund	Other securities	—	—	$644K	4.6%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$592K	4.2%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$590K	4.2%
PIMCO Income Fund of Boston Fund	Mutual Funds	—	—	$549K	3.9%
Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$534K	3.8%
Putnam Large Cap Growth Fund	Mutual Funds	—	—	$492K	3.5%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$481K	3.4%
AB Small Cap Growth Fund	Other securities	—	—	$268K	1.9%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$255K	1.8%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$240K	1.7%
Fidelity Mid Cap Value Equity Fund	Mutual Funds	—	—	$235K	1.7%
JP Morgan Midcap Growth Fund	Other securities	—	—	$232K	1.6%
Fidelity Advisors Small Cap Value Fund	Mutual Funds	—	—	$232K	1.6%
Participant Loans Interest rates at 5.25%-10.50% -0-	Bonds / Notes	—	—	$208K	1.5%
PIMCO Real Return Fund	Mutual Funds	—	—	$197K	1.4%
MFS International Growth Fund	Mutual Funds	—	—	$192K	1.4%
Fidelity Advisors Balanced Fund	Mutual Funds	—	—	$171K	1.2%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$128K	0.9%
Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$127K	0.9%
Fidelity Global Ex U.S. Index Fund	Common Collective Trusts	—	—	$105K	0.7%
Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$103K	0.7%
American Funds New World Fund R6	Mutual Funds	—	—	$78K	0.6%
Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$42K	0.3%
Eaton Vance Income Fund of Boston Fund	Other securities	—	—	$28K	0.2%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$24K	0.2%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$9K	<0.1%
Fidelity Freedom Index 2005 Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$8K	<0.1%