Back to filter
Original filing (PDF)20251013092641NAL0002214130001
HARDIN ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
HARDIN AUTO GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
273
Accounts w/ balance
305
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARDIN ENTERPRISES, INC..
Plan sponsor
Name
HARDIN ENTERPRISES, INC.
EIN
30-0894143
Address
1381 SOUTH AUTO CENTER DRIVE · ANAHEIM, CA · 92806
Phone
(714) 343-9124
Industry
Retail Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LSL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | IRVINE, CA | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Retirement Insurance & Annuity Company MyCompass Ind Mod 2055 Fd R | — | — | — | $589K | 22.6% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Mod 2035 Fd R | — | — | — | $391K | 15.0% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Mod 2065 Fd R | — | — | — | $366K | 14.0% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Mod 2045 Fd R | — | — | — | $316K | 12.1% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Mod Ret Fd R | — | — | — | $218K | 8.4% | |
| Voya Retirement Insurance & Annuity Company Large Cap Growth Fund II R1 | — | — | — | $137K | 5.3% | |
| Voya Retirement Insurance & Annuity Company Dodge & Cox Intl Stock Fd X ** 809 * Voya Retirement Insurance & Annuity Company Fidelity 500 Index Fund | — | — | — | $106K | 4.1% | |
| Voya Fixed Account (4450) Guaranteed Interest Accounts | — | — | — | $77K | 3.0% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Cns 2035 F R | — | — | — | $68K | 2.6% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Agg 2055 Fd R ** 343 * Voya Retirement Insurance & Annuity Company MyCompass Ind Agg Ret Fd R | — | — | — | $60K | 2.3% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Cns Ret Fd R | — | — | — | $54K | 2.1% | |
| Notes receivable from participants Interest Rates - 6.10% to 9.50% *** - | — | — | — | $41K | 1.6% | |
| Voya Retirement Insurance & Annuity Company MFS Mid Cap Value Fund R6 ** 595 * Voya Retirement Insurance & Annuity Company MFS New Discovery Fund R6 ** 765 * Voya Retirement Insurance & Annuity Company MyCompass Ind Agg 2045 Fd R | — | — | — | $35K | 1.3% | |
| Voya Retirement Insurance & Annuity Company Fidelity Intl Index Fnd | — | — | — | $34K | 1.3% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Cns 2055 F R | — | — | — | $20K | 0.8% | |
| Voya Retirement Insurance & Annuity Company Fidelity Mid Cap Idx Fd | — | — | — | $13K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Fidelity Sm Cp Ind Fd | — | — | — | $13K | 0.5% | |
| Voya Retirement Insurance & Annuity Company MyCompass Ind Cns 2045 F R | — | — | — | $11K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $10K | 0.4% | |
| Voya Retirement Insurance & Annuity Company PIMCO Income Fund Ins | — | — | — | $10K | 0.4% | |
| Voya Retirement Insurance & Annuity Company American Funds Intl Vntg F R6 | — | — | — | $8K | 0.3% | |
| Voya Retirement Insurance & Annuity Company JPMorgan Core Plus Bond Fnd R6 | — | — | — | $8K | 0.3% | |
| Voya Retirement Insurance & Annuity Company Fid US Bd Id Fd | — | — | — | $8K | 0.3% | |
| Voya Retirement Insurance & Annuity Company Large Cap Value Fund R1 | — | — | — | $5K | 0.2% | |
| Voya Retirement Insurance & Annuity Company DFA US Targeted Vl Port Ins | — | — | — | $4K | 0.1% | |
| Voya Retirement Insurance & Annuity Company AmCen Real Estate Fund R6 | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance & Annuity Company MFS Mid Cap Growth Fd R6 | — | — | — | $1K | <0.1% |
Related plans
Other plans using THE BALDWIN GROUP WEALTH ADVISORS
DWWTO
TOYOTA OF ORANGE 401(K) PLAN
$135.1M · 1,620 participants
MAG DS CORP.
MAG DS CORP. 401K PLAN
$114.0M · 875 participants
LA PETITE ACADEMY, INC.
LEARNING CARE GROUP RETIREMENT SAVINGS PLAN
$101.4M · 19,717 participants
CREDIT UNION OF SOUTHERN CALIFORNIA
CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST
$55.2M · 429 participants
5.11, INC.
5.11, INC. 401(K) PROFIT SHARING PLAN
$48.5M · 1,003 participants
THE RAYMOND GROUP
THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN
$44.7M · 117 participants
Similar-size Retail Trade plans
LOVE MOTORS INC.
LOVE MOTORS, INC. 401(K) PLAN
$2.6M · 86 participants
WESTBORO TOYOTA, INC.
WESTBORO MOTORS, INC. 401(K) PLAN
$2.6M · 60 participants
RIVER CITY SUBARU, INC.
RIVER CITY SUBARU, INC., 401(K) PROFIT SHARING PLAN
$2.6M · 54 participants
VATLAND IMPORTS, INC. DBA VATLAND
VATLAND IMPORTS, INC. DBA VATLAND HONDA 401(K) PLAN
$2.6M
ZANGER ENTERPRISES, INC
ZANGER ENTERPRISES, INC 401K PROFIT SHARING PLAN & TRUST
$2.6M · 36 participants
PIONEER MOTORCYCLES
PIONEER MOTORCYCLES 401K
$2.6M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B