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Original filing (PDF)20251002115306NAL0000286451001
HYNANSKY INVESTMENTS, LLC
Form 5500
FILING_RECEIVED
THE WINNER AUTO GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
220
Accounts w/ balance
220
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
38 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYNANSKY INVESTMENTS, LLC.
Plan sponsor
Name
HYNANSKY INVESTMENTS, LLC
EIN
47-1368939
Address
1300 NORTH UNION ST · WILMINGTON, DE · 19806
Phone
(302) 661-2100
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEERY CAPITAL | — | WILMINGTON, DE | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $1K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | — | MCLEAN, VA | OTHER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $2K | — |
Investments
12 direct securities · 38 pooled funds· $12.5M(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
$10.4M
38 holdings
Uncategorized
$2.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SLCT TR 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $2.1M | 18.9% | |
| T ROWE PRICE RET BLEND SLCT TR 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.3M | 12.3% | |
| Northern Trust S&P 500 Index Non-Lending Fund Common collective trust | — | — | — | $1.3M | 11.9% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.3M | 11.9% | |
| T ROWE PRICE RET BLEND SLCT TR 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $945K | 8.7% | |
| T ROWE PRICE RET BLEND SLCT TR 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $892K | 8.2% | |
| T ROWE PRICE RET BLEND SLCT TR 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $828K | 7.6% | |
| T ROWE PRICE RET BLEND SLCT TR 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $709K | 6.5% | |
| T ROWE PRICE RET BLEND SLCT TR 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $476K | 4.4% | |
| T ROWE PRICE RET BLEND SLCT TR 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $466K | 4.3% | |
| T ROWE PRICE RET BLEND SLCT TR 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $271K | 2.5% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $222K | 2.0% | |
| T ROWE PRICE RET BLEND SLCT TR 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $188K | 1.7% | |
| Northern Trust ACWI ex-US Investible Market Index Fund Common collective trust | — | — | — | $168K | 1.5% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $168K | 1.5% | |
| T ROWE PRICE RET BLEND SLCT TR 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $157K | 1.4% | |
| with maturities through 2029 | — | — | — | $157K | 1.4% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $147K | 1.4% | |
| Fidelity Total Bond Fund Mutual fund | — | — | — | $143K | 1.3% | |
| Northern Trust S&P 400 Index Non-Lending Fund Common collective trust | — | — | — | $70K | 0.6% | |
| NT COL S&P 400 IDX FD DC NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $70K | 0.6% | |
| Northern Trust Collective Russell 2000 Index Fund Common collective trust | — | — | — | $55K | 0.5% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $55K | 0.5% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $52K | 0.5% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $47K | 0.4% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $45K | 0.4% | |
| Northern Trust Collective Russell 1000 Growth Index Fund Common collective trust | — | — | — | $33K | 0.3% | |
| NT COL R1000 GRO IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 109 | Common Collective Trust | — | — | $33K | 0.3% | |
| Allspring Special Small Cap Value Fund Mutual fund | — | — | — | $33K | 0.3% | |
| Principal Small Cap Growth Fund Mutual fund | — | — | — | $20K | 0.2% | |
| MassMutual Mid Cap Growth Fund Mutual fund | — | — | — | $19K | 0.2% | |
| Northern Trust Collective Russell 1000 Value Index Fund Common collective trust | — | — | — | $16K | 0.1% | |
| NT COL R1000 VAL IDX FD DC NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 108 | Common Collective Trust | — | — | $16K | 0.1% | |
| MFS MID CAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MIDCAP INDX NL CL M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 494 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSSELL SM CAP INDX NL CL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $0 | <0.1% |