How big is Hotwire Public Relations Group, LLC's plan?

Hotwire Public Relations Group, LLC's plan reported $8.0M in assets and 92 participants for 2023.

Original filing (PDF)20250415123716NAL0005779216001

Hotwire Public Relations Group, LLC

Name: Hotwire Public Relations Group, LLC — The Hotwire US, Form 5500 (2023)
Creator: Hotwire Public Relations Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Hotwire US 401(k) Plan

401(k) retirement plan · Hotwire Public Relations Group, LLC's The Hotwire US 401(k) Plan held $8.0M in plan assets for 92 participants in 2023, with John Hancock as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Stephanie Livingston signed Hotwire Public Relations Group, LLC's 2023 Form 5500 as plan administrator.

Stephanie Livingston — 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

Hotwire Public Relations Group, LLC's EIN is 38-3838008.

EIN 38-3838008

Plan number 001

Plan year 2023

ACK ID 20250415123716NAL0005779216001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hotwire Public Relations Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hotwire Public Relations Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOTWIRE PUBLIC RELATIONS GROUP, LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

36 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 735K (63% of contributions).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

HOTWIRE PUBLIC RELATIONS GROUP, LLC

EIN

all filings

Address

655 MONTGOMERY ST., STE. 850 · SAN FRANCISCO, CA · 94111

Phone

(646) 738-8960

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$45K	—

Investments

36 direct securities · 1 pooled fund· $15.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$8.0M

1 holding

Pooled Separate Accounts

$7.8M

34 holdings

Real Estate

$22K

1 holding

Bonds / Notes

$6K

1 holding

					% of plan
SUB-ACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$8.0M	99.5%
500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	18.7%
Vanguard Balanced Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$916K	11.4%
American Funds 2050 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$903K	11.3%
American Funds 2055 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$812K	10.1%
American Funds 2045 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$489K	6.1%
American Funds 2060 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$417K	5.2%
American Funds 2040 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$380K	4.7%
John Hancock Disciplined Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$340K	4.2%
Blue Chip Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$283K	3.5%
Mid Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$230K	2.9%
Columbia Overseas Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$223K	2.8%
DFA U.S. Small Cap Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$180K	2.2%
American Funds 2065 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	2.1%
American Funds 2035 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$151K	1.9%
EuroPacific Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$129K	1.6%
BlackRock Global Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	1.6%
John Hancock Bond Debenture Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$105K	1.3%
Science & Technology Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$84K	1.0%
Vanguard Mid-Cap Value ETF Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$68K	0.8%
American Funds New World Fund Pooled Separate Account 828 * American Century Heritage Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	0.7%
American Funds SMALLCAP World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.6%
AF Capital World Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	0.5%
T. Rowe Price Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.5%
Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$27K	0.3%
International Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.3%
Securities Fund Pooled Separate Account	Real Estate	—	—	$22K	0.3%
Vanguard Small Cap Growth Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.2%
Participant Loans/Notes receivable ** from participants Interest rate at 9.50%	Bonds / Notes	—	—	$6K	<0.1%
American Funds 2030 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
American Funds 2025 Target Date Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
John Hancock ESG LC Core Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Vanguard Small Cap Value Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Vanguard Mid-Cap Growth ETF Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Lord Abbett High Yield Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
T. Rowe Price Spectrum Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
DoubleLine Total Return Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%