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Original filing (PDF)20251015084328NAL0004098145001
HOVEROUND CORPORATION
Form 5500
FILING_RECEIVED
HOVEROUND CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
256
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOVEROUND CORPORATION.
Plan sponsor
Name
HOVEROUND CORPORATION
EIN
59-3123992
Address
6015 31ST STREET EAST · BRADENTON, FL · 34203
Phone
(941) 739-6200
Industry
Manufacturingsee 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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $54K | — |
Investments
41 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party date,rate of interest, collateral, par, or maturity date BlkRck LifePath Ind 2030 Fd K Registered Investment Company | — | — | — | $1.3M | 13.6% | |
| BlkRck LifePath Ind 2040 Fd K Registered Investment Company | — | — | — | $1.3M | 13.4% | |
| Vangrd Ext Mkt Index Fnd Adm Registered Investment Company | — | — | — | $1.2M | 12.1% | |
| # Vanguard 7 Vanguard Extend Mrkt Index Fund Adm | — | — | — | $1.2M | 12.1% | |
| # Fidelity 6 Fidelity 500 Index Fund | — | — | — | $975K | 9.8% | |
| # Vanguard 3 Vanguard Federal Money Mrkt Fund Inv | — | — | — | $901K | 9.1% | |
| Vangrd Federal Mny Mkt Fd Inv Registered Investment Company | — | — | — | $901K | 9.1% | |
| Voya Retirement Insurance # and Annuity Company 2 Voya Fixed Account (at contract value) | — | — | — | $684K | 6.9% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $485K | 4.9% | |
| # Vanguard 4 Vanguard Developed Mkts Indx Fund Adm | — | — | — | $485K | 4.9% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $478K | 4.8% | |
| # Vanguard 3 Vanguard Totl Stck Mkt Index Fund Adm | — | — | — | $467K | 4.7% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | — | — | — | $467K | 4.7% | |
| # Black Rock 3 Black Rock Life Path Ret Fund | — | — | — | $435K | 4.4% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $435K | 4.4% | |
| # Vanguard 6 Vanguard Total Wld Stk Indx Fund Adm | — | — | — | $378K | 3.8% | |
| BlkRck LifePath Ind 2045 Fd K Registered Investment Company | — | — | — | $331K | 3.3% | |
| # Vanguard 4 Vanguard Balanced Index Fund Adm | — | — | — | $167K | 1.7% | |
| # Vanguard 7 Vanguard Total Bond Market Index Fund Adm | — | — | — | $137K | 1.4% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $137K | 1.4% | |
| # Black Rock 5 Black Rock Life Path Ind 2035 | — | — | — | $100K | 1.0% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $64K | 0.6% | |
| BlkRck LifePath Ind 2055 Fd K Registered Investment Company | — | — | — | $58K | 0.6% | |
| # Vanguard 0 Vanguard St-Term Bond Index Fund Adm | — | — | — | $57K | 0.6% | |
| Vangrd St-Trm Bd Indx Fnd Adm Registered Investment Company | — | — | — | $57K | 0.6% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $57K | 0.6% | |
| # Vanguard 8 Vanguard High-Yld Corporate Fund Adm | — | — | — | $57K | 0.6% | |
| # Participant Loans Interest rates range from 4.25%-9.50% | — | — | — | $56K | 0.6% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $55K | 0.6% | |
| # Vanguard 9 Vanguard Interm-Tm Bnd Index Fund Adm | — | — | — | $55K | 0.6% | |
| # Black Rock 7 Black Rock Life Path Ind 2060 | — | — | — | $38K | 0.4% | |
| Vangrd FTSE AWd exUS SC In Adm Registered Investment Company | — | — | — | $35K | 0.3% | |
| # Vanguard 8 Vanguard FTSE All-World ex-US Small Cap Ind Adm | — | — | — | $35K | 0.3% | |
| # Dimensional 0 DFA Global Real Estate Sec Port Inst | — | — | — | $28K | 0.3% | |
| # Vanguard 7 Vangaurd Comm Strategy Fund Adm | — | — | — | $21K | 0.2% | |
| # Black Rock 2 Black Rock Life Path Ind 2065 | — | — | — | $18K | 0.2% | |
| (Held at End of Year) HOVEROUND CORPORATION 401(K) PLAN EIN#59-3123992 Plan# 001 Vangrd Tot Int Bnd In F Adm Registered Investment Company | — | — | — | $14K | 0.1% | |
| # Vanguard 2 Vanguard Total Intl Bond Fund Adm | — | — | — | $14K | 0.1% | |
| # Vanguard 6 Vanguard Total Intl Stk Index Fund Adm | — | — | — | $5K | <0.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $5K | <0.1% | |
| # Dimensional 8 DFA Real Estate Securities Port Inst | — | — | — | $1K | <0.1% |
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