Original filing (PDF)20250923112509NAL0006282881001

HENDRICK AUTOMOTIVE GROUP, LLC

Name: HENDRICK AUTOMOTIVE GROUP, LLC — HENDRICK AUTOMOTIVE GROUP MEDICAL & PRESCRIPTION D, Form 5500 (2024)
Creator: HENDRICK AUTOMOTIVE GROUP, LLC

Form 5500

FILING_RECEIVED

HENDRICK AUTOMOTIVE GROUP MEDICAL & PRESCRIPTION D

Health & welfare plan

Signals · 4

36% in single holding~3704 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

10,051

Accounts w/ balance

—

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

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) 566-3336

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LUMINARE HEALTH BENEFITS, INC	35-1846036	—	NONE	$4.1M	—
AETNA - PPO	06-6033492	—	NONE	$1.1M	—
MULTIPLAN	43-6004435	—	NONE	$278K	—
TELADOC	04-3705970	—	NONE	$158K	—

Investments

4 direct securities· $2.9M(18% of reported assets)

Other securities

$1.8M

2 holdings

Cash / Money Market

$1.1M

2 holdings

					% of plan
Money Market Funds FIMM Government Portfolio Institutional	Cash / Money Market	—	$1.0M	$1.0M	6.6%
State Street Institutional Treasury Plus Fund PR	Other securities	—	$925K	$925K	5.9%
UBS Select Treasury Preferred FD	Other securities	—	$864K	$864K	5.5%
Black Rock Cash Funds Treasury Institutional	Cash / Money Market	—	$71K	$71K	0.5%