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Original filing (PDF)20251009135751NAL0003628211001
HAPAG-LLOYD (AMERICA) LLC
Form 5500
FILING_RECEIVED
HAPAG-LLOYD (AMERICA) LLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
964
Accounts w/ balance
1,543
Plan assets (EOY)
$266.1M
Net assets (EOY)
$266.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAPAG-LLOYD (AMERICA) LLC.
Plan sponsor
Name
HAPAG-LLOYD (AMERICA) LLC
EIN
13-2520327
Address
3 RAVINIA DRIVE · 16TH FLOOR · ATLANTA, GA · 30346
Phone
(732) 885-6120
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $20K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $900 | — |
Investments
24 direct securities · 13 pooled funds· $433.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$253.9M
24 holdings
Common Collective Trust
$179.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Funds Smart Retirement 2025 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $31.6M | 11.9% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF JP MORGAN CHASE BANK N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $31.6M | 11.9% | |
| Funds Smart Retirement 2030 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $30.1M | 11.3% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JP MORGAN CHASE BANK N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $30.1M | 11.3% | |
| Funds Smart Retirement 2035 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $27.8M | 10.4% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JP MORGAN CHASE BANK N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $27.8M | 10.4% | |
| Fund Institutional Class Fidelity 500 Index Fund Mutual Fund | — | — | — | $26.8M | 10.1% | |
| Funds Smart Retirement 2020 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $26.1M | 9.8% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JP MORGAN CHASE BANK N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $26.1M | 9.8% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $17.1M | 6.4% | |
| Funds Smart Retirement 2040 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $14.6M | 5.5% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JP MORGAN CHASE BANK N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $14.6M | 5.5% | |
| Funds Smart Retirement 2045 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $11.1M | 4.2% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JP MORGAN CHASE BANK N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $11.1M | 4.2% | |
| Funds Smart Retirement Income C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $9.8M | 3.7% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JP MORGAN CHASE BANK N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $9.8M | 3.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $9.6M | 3.6% | |
| Funds Smart Retirement 2050 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $8.7M | 3.3% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JP MORGAN CHASE BANK N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $8.7M | 3.3% | |
| Index SL C-II Schwab Self-directed brokerage | — | — | — | $7.1M | 2.7% | |
| Class JPMorgan Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $5.8M | 2.2% | |
| Admiral Share Class Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $5.2M | 1.9% | |
| JPMorgan Small Cap Equity Fund R5 Mutual Fund | — | — | — | $4.8M | 1.8% | |
| JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $3.7M | 1.4% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JPMORGAN CHASE BANK N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.4% | |
| JPMorgan Equity Income Fund R6 Class Mutual Fund | — | — | — | $3.6M | 1.4% | |
| Class JPMorgan Mid Cap Value Fund L Class Mutual Fund | — | — | — | $3.4M | 1.3% | |
| State Street Global Advisors International Common Collective Trust | — | — | — | $3.3M | 1.2% | |
| STATE ST INTL INDX NL CL C SSGA · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $3.3M | 1.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $3.2M | 1.2% | |
| Class PIMCO Total Return Fund Institutional Mutual Fund | — | — | — | $2.9M | 1.1% | |
| Class Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $2.9M | 1.1% | |
| Admiral Share Class JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $2.3M | 0.9% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JPMORGAN CHASE BANK N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| R6 Class Cohen & Steers Real Estate Securities Mutual Fund | — | — | — | $1.5M | 0.6% | |
| JPMCB SMARTRETIREMENT DRE 2065 CF JPMORGAN CHASE BANK N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $413K | 0.2% | |
| Funds Smart Retirement 2060 C-10 JPMorgan Institutional Commingled Common Collective Trust | — | — | — | $413K | 0.2% |