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Original filing (PDF)20251013071338NAL0000340963001
HENDRICK AUTOMOTIVE GROUP, LLC
Form 5500
FILING_RECEIVED
HENDRICK AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,556
Accounts w/ balance
11,818
Plan assets (EOY)
$756.6M
Net assets (EOY)
$756.6M
How this plan invests
This plan
15 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)
89
/ 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
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 84% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENDRICK AUTOMOTIVE GROUP, LLC.
Plan sponsor
Name
HENDRICK AUTOMOTIVE GROUP, LLC
EIN
56-1794980
Address
6000 MONROE RD · CHARLOTTE, NC · 28212
Phone
(704) 566-3241
Industry
Retail Tradesee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $553K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $190K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | NONE | $65K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $25K | — |
Investments
14 direct securities · 15 pooled funds· $756.6M(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
$391.8M
15 holdings
Uncategorized
$271.3M
13 holdings
Mutual Funds
$93.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Total Stock Market Index Fund | Mutual Funds | — | — | $93.4M | 12.4% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $55.6M | 7.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $52.2M | 6.9% | |
| Vanguard Total International Stock Index | — | — | — | $48.7M | 6.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $46.9M | 6.2% | |
| Investment Contract * Vanguard Hendrick Stable Value Fund | — | — | — | $44.9M | 5.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $43.1M | 5.7% | |
| Vanguard Institutional Index Fund | — | — | — | $42.9M | 5.7% | |
| Vanguard Total Bond Index Institutional | — | — | — | $39.1M | 5.2% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $38.6M | 5.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $37.0M | 4.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $32.8M | 4.3% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $26.4M | 3.5% | |
| AB US LAR CAP GRW CIT W SERIES L CL WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $26.1M | 3.4% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.5M | 3.4% | |
| Vanguard S&P Mid Cap 400 Index | — | — | — | $18.4M | 2.4% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $14.0M | 1.9% | |
| Mass Mutual Select MidCap Growth Equity II R5 | — | — | — | $13.4M | 1.8% | |
| Vanguard S&P Mid Cap 600 Index | — | — | — | $12.5M | 1.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.3M | 1.5% | |
| Dodge & Cox International Stock Fund Class X | — | — | — | $9.5M | 1.3% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.9% | |
| Allspring Special Mid Cap Value Fund; Class R6 | — | — | — | $5.0M | 0.7% | |
| Dodge & Cox Income Fund Class X | — | — | — | $4.4M | 0.6% | |
| PIMCO Income Institutional | — | — | — | $3.4M | 0.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $2.6M | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| VFTC TARGET RET INCOME&GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $44K | <0.1% | |
| WELLS FARGO STABLE VALUE FUND Q WELLS FARGO BANK N.A. · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |