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Original filing (PDF)20250916135418NAL0003114528001
HARMAR MOBILITY, LLC
Form 5500
FILING_RECEIVED
HARMAR MOBILITY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
292
Accounts w/ balance
330
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARMAR MOBILITY, LLC.
Plan sponsor
Name
HARMAR MOBILITY, LLC
EIN
20-3622456
Address
1500 INDEPENDENCE BLVD SUITE 220 · SARASOTA, FL · 34234
Phone
(941) 308-7363
Industry
Manufacturingsee 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
2025-09-16
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
28 direct securities· $8.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT K | — | — | — | $1.2M | 13.6% | |
| BLACKROCK LIFEPATH INDEX 2040 K | — | — | — | $988K | 11.3% | |
| FIDELITY 500 INDEX | — | — | — | $824K | 9.4% | |
| BLACKROCK LIFEPATH INDEX 2030 K | — | — | — | $783K | 9.0% | |
| BLACKROCK LIFEPATH INDEX 2045 K | — | — | — | $748K | 8.5% | |
| BLACKROCK LIFEPATH INDEX 2035 K | — | — | — | $648K | 7.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $516K | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2050 K | — | — | — | $415K | 4.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K | — | — | — | $385K | 4.4% | |
| FIDELITY US BOND INDEX | — | — | — | $259K | 3.0% | |
| BLACKROCK LIFEPATH INDEX 2060 K | — | — | — | $249K | 2.8% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $245K | 2.8% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $226K | 2.6% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $195K | 2.2% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $168K | 1.9% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | — | — | — | $155K | 1.8% | |
| FIDELITY MID CAP INDEX | — | — | — | $101K | 1.2% | |
| PIMCO INCOME INSTL | — | — | — | $97K | 1.1% | |
| INVESCO DISCOVERY R6 | — | — | — | $96K | 1.1% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | — | — | — | $95K | 1.1% | |
| KEY GUARANTEED PORTFOLIO FUND | — | — | — | $94K | 1.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $86K | 1.0% | |
| WESTERN ASSET CORE PLUS BOND FUND I | — | — | — | $82K | 0.9% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | — | — | — | $32K | 0.4% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 | — | — | — | $25K | 0.3% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | — | — | — | $21K | 0.2% | |
| BLACKROCK INFLATION PROTECTED BOND K | — | — | — | $21K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | — | — | — | $11K | 0.1% |
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