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Original filing (PDF)20251001085103NAL0020725474001
HOME RUN AUTO GROUP
Form 5500
FILING_RECEIVED
HOME RUN AUTO GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
51% in single holding
Active participants
168
Accounts w/ balance
263
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
38 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: EMPOWER TRUST DRIVE BALANCED FUND (no filing on disk)]" is 51% of plan.
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME RUN AUTO GROUP.
Plan sponsor
Name
HOME RUN AUTO GROUP
EIN
39-1173671
Address
2627 MORSE ST. · JANESVILLE, WI · 53545
Phone
(608) 314-8441
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
38 pooled funds· $12.0M(90% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $6.1M | 46.0% | |
| NT COL S&P 500 IDX FD DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $2.4M | 18.2% | |
| T ROWE PRICE RET BLND SLCT 2035 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271345 / PN 000 | Common Collective Trust | — | — | $381K | 2.9% | |
| T ROWE PRICE RET BLND SLCT 2030 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271344 / PN 000 | Common Collective Trust | — | — | $377K | 2.8% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 111 | Common Collective Trust | — | — | $353K | 2.7% | |
| NT COL S&P 400 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $322K | 2.4% | |
| T ROWE PRICE RET BLND SLCT 2045 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271347 / PN 000 | Common Collective Trust | — | — | $310K | 2.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $254K | 1.9% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $234K | 1.8% | |
| T ROWE PRICE RET BLND SLCT 2015 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271341 / PN 000 | Common Collective Trust | — | — | $195K | 1.5% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $177K | 1.3% | |
| T ROWE PRICE RET BLND SLCT 2050 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271348 / PN 000 | Common Collective Trust | — | — | $170K | 1.3% | |
| T ROWE PRICE RET BLND SLCT 2055 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271349 / PN 000 | Common Collective Trust | — | — | $157K | 1.2% | |
| T ROWE PRICE RET BLND SLCT 2060 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271350 / PN 000 | Common Collective Trust | — | — | $140K | 1.1% | |
| T ROWE PRICE RET BLND SLCT 2025 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271343 / PN 000 | Common Collective Trust | — | — | $94K | 0.7% | |
| T ROWE PRICE RET BLND SLCT 2040 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271346 / PN 000 | Common Collective Trust | — | — | $81K | 0.6% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $79K | 0.6% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $48K | 0.4% | |
| NT COL R1000 GRO IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $46K | 0.3% | |
| NT COL R1000 VAL IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $40K | 0.3% | |
| T ROWE PRICE RET BLND SLCT 2020 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271342 / PN 000 | Common Collective Trust | — | — | $16K | 0.1% | |
| T ROWE PRICE RET BLND SLCT 2065 CL5 GREAT GRAY TRUST COMPANY · EIN 38-7271351 / PN 000 | Common Collective Trust | — | — | $476 | <0.1% | |
| STATE ST S&P MID CAP INDX NL CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST US BOND INDEX NL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2065 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSSELL SM CAP INDX NL C K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INC NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-6083967 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 NL FD M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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