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Original filing (PDF)20251015153438NAL0005005249001
SIDECAR HR LLC
Form 5500
FILING_RECEIVED
SIDECAR HR 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,286
Accounts w/ balance
683
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 67 bps in Schedule C fees — 131% above peer band of 29 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIDECAR HR LLC.
Plan sponsor
Name
SIDECAR HR LLC
EIN
47-1501861
Address
1000 LEGION PLACE · SUITE 860 · ORLANDO, FL · 32801
Phone
(407) 270-7898
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $82K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $400 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | ADVISORY | $96K | — |
| ENVESTNET RETIREMENT SOLUTIONS | 20-1409613 | — | ADVISORY | $14K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN GENERAL INS AGENCY INC | — | ST LOUIS, MO | BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIDECAR HR LLC | 47-1501861 | — | PLAN SPONSOR | $46K | — |
Investments
42 direct securities· $43.6M(100% of reported assets)
Uncategorized
$40.5M
41 holdings
Mutual Funds
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index K | — | — | — | $5.5M | 15.5% | |
| JPMorgan SmartRetrmnt 2030 R6 | — | — | — | $3.6M | 10.1% | |
| JPMorgan SmartRetirement 2030 | — | — | — | $3.6M | 10.1% | |
| AB Large Cap Growth | Mutual Funds | — | — | $3.1M | 8.8% | |
| JPMorgan SmartRetrmnt 2045 R6 | — | — | — | $2.6M | 7.4% | |
| JPMorgan SmartRetrmnt 2055 R6 | — | — | — | $2.5M | 7.0% | |
| JPMorgan SmartRetrmnt 2035 R6 | — | — | — | $2.1M | 5.9% | |
| JPMorgan SmartRetrmnt 2050 R6 | — | — | — | $1.9M | 5.3% | |
| JPMorgan SmartRetirement 2040 | — | — | — | $1.8M | 4.9% | |
| Fully benefit-responsive investment contract with insurance company * Transamerica Financial Life Insurance Company 1.58% interest as of December 31, 2024 | — | — | — | $1.7M | 4.8% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | — | — | — | $1.7M | 4.8% | |
| American Funds American Funds Fundamental Inv R6 | — | — | — | $1.4M | 4.0% | |
| JPMorgan SmartRetrmnt 2025 R6 | — | — | — | $1.1M | 3.2% | |
| JPMorgan SmartRetirement 2020 | — | — | — | $790K | 2.2% | |
| JPMorgan SmartRetrmnt 2020 R6 | — | — | — | $778K | 2.2% | |
| Blackrock High Yield Portfolio K | — | — | — | $768K | 2.2% | |
| Blackrock High Yield Bond | — | — | — | $767K | 2.2% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $743K | 2.1% | |
| Federated Hermes Total Rturn Bd R6 | — | — | — | $643K | 1.8% | |
| Blackrock iShares Russell Small/Mid-Cap Idx K | — | — | — | $637K | 1.8% | |
| American Funds American Funds American Balanced R6 | — | — | — | $591K | 1.7% | |
| T. Rowe Price T. Rowe Price Val I | — | — | — | $536K | 1.5% | |
| T. Rowe Price T. Rowe Price Value | — | — | — | $534K | 1.5% | |
| Franklin Small Cap Growth | — | — | — | $455K | 1.3% | |
| JPMorgan SmartRetrmnt Inc R6 | — | — | — | $394K | 1.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 10.25% | — | — | — | $390K | 1.1% | |
| American Funds American Funds Capital World Growth and Income | — | — | — | $328K | 0.9% | |
| Allspring Spec Mid Cap Val R6 | — | — | — | $323K | 0.9% | |
| Fidelity Adv Intl Gr Z | — | — | — | $300K | 0.8% | |
| Fidelity Advisor International Growth | — | — | — | $300K | 0.8% | |
| Invesco International Diversified | — | — | — | $272K | 0.8% | |
| Invesco Intl Dvrs R6 | — | — | — | $272K | 0.8% | |
| Invesco Main Strt Md Cp R6 | — | — | — | $272K | 0.8% | |
| Fidelity Adv Small Cap Z | — | — | — | $224K | 0.6% | |
| American Funds American Funds American Mtl R6 | — | — | — | $197K | 0.6% | |
| Nuveen Real Estate Sectors Select | — | — | — | $167K | 0.5% | |
| American Funds American Funds Inf Linked Bd R-6 | — | — | — | $110K | 0.3% | |
| American Funds American Funds Inflation Linked Bond | — | — | — | $110K | 0.3% | |
| JPMorgan SmartRetirement 2060 | — | — | — | $62K | 0.2% | |
| Invesco International Small-Mid Company | — | — | — | $40K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $12K | <0.1% | |
| JPMorgan SmartRetirement 2065 | — | — | — | $10K | <0.1% |
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