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Original filing (PDF)20251014102158NAL0002612209001
HERC RENTALS INC.
Form 5500
FILING_RECEIVED
HERC RENTALS PENSION PLAN
Defined-benefit pension plan
Signals · 3
~90 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
1,006
Accounts w/ balance
—
Plan assets (EOY)
$118.4M
Net assets (EOY)
$118.2M
How this plan invests
This plan
9 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
55
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 796% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERC RENTALS INC..
Plan sponsor
Name
HERC RENTALS INC.
EIN
13-6174127
Address
27500 RIVERVIEW CENTER BLVD · BUILDING 7 · BONITA SPRINGS, FL · 34134
Phone
(239) 301-1000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $494K | — |
| PRUDENTIAL | 23-6994310 | — | NONE | $108K | — |
| ROCATON INVESTMENT ADVISORS | 04-3638035 | — | NONE | $107K | — |
| JP MORGAN CHASE BANK | 13-4994650 | — | NONE | $105K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $92K | — |
| JP MORGAN ASSET MANAGEMENT | 13-4494650 | — | NONE | $64K | — |
| LOOMIS SAYLES | 20-8080381 | — | NONE | $62K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $21K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $7K | — |
Investments
44 direct securities · 9 pooled funds· $189.8M(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.
Common Collective Trust
$102.1M
9 holdings
Uncategorized
$87.7M
44 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GROUP TRUST DIVERSIFIED EQUITY FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 002 | Common Collective Trust | — | — | $27.9M | 23.6% | |
| GROUP TRUST DIVERSIFIED CREDIT FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 001 | Common Collective Trust | — | — | $20.8M | 17.5% | |
| INTERMEDIATE US GOVT NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $20.5M | 17.3% | |
| WTW GT GLOBAL EQUITY FOCUS FUND | — | — | — | $16.5M | 13.9% | |
| INTERMEDIATE CORPORATE FUND IR+M · EIN 04-2955404 / PN 001 | Common Collective Trust | — | — | $12.5M | 10.6% | |
| 3-10 YEAR U.S. TREASURY INDX NL FUN | — | — | — | $11.5M | 9.7% | |
| MSCI ACWI INDEX NON-LENDING FUND | — | — | — | $10.0M | 8.5% | |
| WTC-CIF II SECURITIZED OPPOR. PORTF | — | — | — | $9.4M | 8.0% | |
| 1-3 YEAR U.S. TREASURY INDX NL FUND | — | — | — | $8.6M | 7.3% | |
| LONG US GOVT BOND NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $6.2M | 5.2% | |
| LONG U.S. TREASURY INDX NL FUND CM | — | — | — | $6.1M | 5.2% | |
| 10 YR TREASURY NON-LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.9% | |
| MONEDA USA COLLECTIVE INV TRUST | — | — | — | $5.5M | 4.6% | |
| 5 YR TREASURY NON-LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.1% | |
| 15 YR TREASURY NON-LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.9% | |
| Fidelity 500 Index Fund-Institutional –147,028 shares | — | — | $17K | $3.4M | 2.9% | |
| VOYA SECURITIZED CREDIT TRUST FUND | — | — | — | $2.6M | 2.2% | |
| AB CHINA A SHARES EQUITY CIT | — | — | — | $1.4M | 1.2% | |
| Fidelity Freedom Index 2045 Fund –442,794 shares | — | — | $50K | $1.3M | 1.1% | |
| 20 YR TREASURY NON-LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Fidelity Freedom Index 2040 Fund –426,957 shares | — | — | $48K | $1.2M | 1.0% | |
| BNYM INSIGHT DB NSL EFF BETA FA FND | — | — | — | $1.2M | 1.0% | |
| BNYM INSIGHT DB NSL HY BETA FUND | — | — | — | $1.1M | 1.0% | |
| Fidelity Freedom Index 2050 Fund –377,180 shares | — | — | $43K | $1.1M | 0.9% | |
| JPMCB EMG MRKTS AGGREGATE BOND FUND | — | — | — | $892K | 0.8% | |
| Fidelity Extended Market Index Fund –80,526 shares | — | — | $9K | $825K | 0.7% | |
| Vanguard Small Cap Index Fund –62,357 shares | — | — | $7K | $810K | 0.7% | |
| Fidelity Freedom Index 2055 Fund –319,293 shares | — | — | $36K | $769K | 0.6% | |
| Fidelity Freedom Index 2035 Fund –167,032 shares | — | — | $19K | $439K | 0.4% | |
| Fidelity International Index Fund –74,211 shares | — | — | $8K | $398K | 0.3% | |
| Fidelity Freedom Index 2030 Fund –158,419 shares | — | — | $18K | $360K | 0.3% | |
| Fidelity Government Money Market Premium Fund – 3,138,883 shares | — | — | $354K | $354K | 0.3% | |
| Fidelity Freedom Index 2060 Fund –145,922 shares | — | — | $16K | $298K | 0.3% | |
| Fidelity U.S. Bond Index Fund –222,877 shares | — | — | $25K | $257K | 0.2% | |
| Fidelity Balanced K Fund –141,092 shares | — | — | $16K | $254K | 0.2% | |
| Fidelity Emerging Market Index Fund –162,976 shares | — | — | $18K | $192K | 0.2% | |
| PGIM High Yield Fund –347,173 shares | — | — | $39K | $187K | 0.2% | |
| 1-3 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $181K | 0.2% | |
| 3-10 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $172K | 0.1% | |
| Fidelity Real Estate Index Fund –63,970 shares | — | — | $7K | $116K | <0.1% | |
| LONG U.S. AGENCY INDX NL CTF CM2NN | — | — | — | $43K | <0.1% | |
| Fidelity Freedom Index 2065 Fund –14,756 shares | — | — | $2K | $24K | <0.1% | |
| Fidelity Freedom Index 2010 Fund –13,060 shares | — | — | $1K | $19K | <0.1% | |
| Fidelity Freedom Index Income Fund –9,792 shares | — | — | $1K | $13K | <0.1% | |
| DFA | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2025 Fund –5,561 shares | — | — | $627 | $12K | <0.1% | |
| Fidelity | — | — | — | $7K | <0.1% | |
| Interest bearing cash | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2020 Fund –1,950 shares | — | — | $220 | $3K | <0.1% | |
| Fidelity Managed Income Portfolio –25,879 units | — | — | $3K | $3K | <0.1% | |
| Fidelity Managed Retirement 2030 Fund –814 shares | — | — | — | $1K | <0.1% | |
| Fidelity Managed Retirement 2025 Fund –164 shares | — | — | — | $1K | <0.1% | |
| WTC-CIF II SELECT CHINA | — | — | — | $0 | <0.1% |