Original filing (PDF)20250910115910NAL0021146865001

Berkshire Hathaway Automotive Inc.

Name: Berkshire Hathaway Automotive Inc. — The 401(k), Form 5500 (2024)
Creator: Berkshire Hathaway Automotive Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The 401(k) Savings Plan

401(k) retirement plan · Berkshire Hathaway Automotive Inc.'s The 401(k) Savings Plan held $472.3M in plan assets for 10,348 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

10,348

Accounts w/ balance

13,174

Plan assets (EOY)

$472.3M

Net assets (EOY)

$472.3M

How this plan invests

This plan

26 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

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKSHIRE HATHAWAY AUTOMOTIVE INC..

Plan sponsor

Name

BERKSHIRE HATHAWAY AUTOMOTIVE INC.

EIN

47-2124505all filings

Address

8333 ROYAL RIDGE PARKWAY · SUITE 100 · IRVING, TX · 75063

Phone

(972) 536-2900

Industry

Retail Trade

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

2025-09-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

2U · Association Retirement Plan

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARKSNELSON LLC	48-1238645	—	ACCOUNTANT/AUDITOR	$19K	—

Investments

26 direct securities· $436.7M(92% of reported assets)

Mutual Funds

$363.3M

19 holdings

Common Collective Trusts

$41.7M

3 holdings

Other securities

$31.6M

4 holdings

					% of plan
Fidelity Investments Contrafund K6 n	Mutual Funds	—	—	$77.9M	16.5%
Fidelity Investments Freedom 2030 Fund Class K n	Mutual Funds	—	—	$38.7M	8.2%
Fidelity Investments Freedom 2035 Fund Class K n	Mutual Funds	—	—	$36.6M	7.7%
Fidelity Investments 500 Index Fund n	Common Collective Trusts	—	—	$35.6M	7.5%
Fidelity Investments Freedom 2045 Fund Class K n	Mutual Funds	—	—	$34.3M	7.3%
Fidelity Investments Freedom 2050 Fund Class K n	Mutual Funds	—	—	$30.4M	6.4%
Fidelity Investments Freedom 2055 Fund Class K n	Mutual Funds	—	—	$26.7M	5.7%
Fidelity Investments Freedom 2060 Fund Class K n	Mutual Funds	—	—	$25.8M	5.5%
Fidelity Investments Freedom 2025 Fund Class K n	Mutual Funds	—	—	$23.8M	5.0%
Fidelity Investments Government Money Market Fund Premium n	Mutual Funds	—	—	$17.4M	3.7%
Baron Funds Growth Fund Institutional Shares n	Other securities	—	—	$12.4M	2.6%
dates through October --2034 -0-	Other securities	—	—	$11.7M	2.5%
Fidelity Investments Diversified International K6 Fund n	Mutual Funds	—	—	$9.3M	2.0%
Fidelity Investments Freedom 2020 Fund Class K n	Mutual Funds	—	—	$9.1M	1.9%
Fidelity Investments Low-Priced Stock Fund Class K6 n	Mutual Funds	—	—	$7.9M	1.7%
Fidelity Investments Total Bond K6 Fund n	Mutual Funds	—	—	$7.3M	1.5%
Fidelity Investments Puritan K6 Fund n	Mutual Funds	—	—	$7.1M	1.5%
JP Morgan Equity Income Fund Class R6 n	Other securities	—	—	$4.9M	1.0%
Fidelity Investments Extended Market Index Fund n	Common Collective Trusts	—	—	$4.0M	0.8%
Fidelity Investments Freedom 2015 Fund Class K n	Mutual Funds	—	—	$3.5M	0.7%
Columbia Small Cap Value ll Institutional Class n	Other securities	—	—	$2.6M	0.6%
Fidelity Investments Freedom 2070 Fund Class K n 768 Fidelity Investments Government Income Fund n	Mutual Funds	—	—	$2.6M	0.5%
Vanguard Funds Total Internatl Stock Index Fund Admiral n	Common Collective Trusts	—	—	$2.1M	0.4%
Fidelity Investments Freedom Income Fund Class K n	Mutual Funds	—	—	$2.0M	0.4%
Fidelity Investments Freedom 2065 Fund Class K n	Mutual Funds	—	—	$1.6M	0.3%
Fidelity Investments Freedom 2010 Fund Class K n	Mutual Funds	—	—	$1.2M	0.3%