How big is H.A. Motors LLP's plan?

H.A. Motors LLP's plan reported $14.6M in assets and 461 participants for 2024.

Original filing (PDF)20251014102820NAL0001234995001

H.A. Motors LLP

Name: H.A. Motors LLP — H.A. Motors LLP Retirement Plan, Form 5500 (2024)
Creator: H.A. Motors LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H.A. Motors LLP Retirement Plan and Trust

401(k) retirement plan · H.A. Motors LLP's H.A. Motors LLP Retirement Plan and Trust held $14.6M in plan assets for 461 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~84 bps in Sched C fees

Active participants

461

Accounts w/ balance

585

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

Lyudmyla Remer signed H.A. Motors LLP's 2024 Form 5500 as plan administrator.

Lyudmyla Remer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

H.A. Motors LLP's EIN is 59-3185456.

EIN 59-3185456

Plan number 001

Plan year 2024

ACK ID 20251014102820NAL0001234995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H.A. Motors LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H.A. Motors LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H.A. MOTORS LLP.

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 851K (29% of contributions).
Total administrative cost in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

H.A. MOTORS LLP

EIN

all filings

Address

7220 BLANDING BLVD · JACKSONVILLE, FL · 32244

Phone

(904) 777-0071

Industry

Wholesale 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$56K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

37 direct securities· $14.6M(100% of reported assets)

Mutual Funds

$11.4M

27 holdings

Common Collective Trusts

$1.4M

3 holdings

Other securities

$1.1M

6 holdings

Bonds / Notes

$749K

1 holding

					% of plan
VANGUARD LIFESTRATEGY GROWTH INV	Mutual Funds	—	—	$1.3M	8.9%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.2M	8.3%
VANGUARD LIFESTRATEGY MODERATE GROWTH	Mutual Funds	—	—	$1.1M	7.4%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.0M	6.9%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6	Mutual Funds	—	—	$955K	6.5%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6	Mutual Funds	—	—	$848K	5.8%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6	Mutual Funds	—	—	$777K	5.3%
(iii) Notes receivable from participants (3.89%-9.50%)	Bonds / Notes	—	—	$749K	5.1%
VANGUARD BALANCED INDEX ADM	Mutual Funds	—	—	$714K	4.9%
VANGUARD 500 INDEX ADMIRAL	Common Collective Trusts	—	—	$683K	4.7%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL	Mutual Funds	—	—	$609K	4.2%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6	Mutual Funds	—	—	$600K	4.1%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6	Mutual Funds	—	—	$544K	3.7%
GUARANTEED INTEREST FUND	Other securities	—	—	$526K	3.6%
VANGUARD TOTAL STOCK MKT IDX ADM	Common Collective Trusts	—	—	$447K	3.1%
PUTNAM GLOBAL TECHNOLOGY R6	Mutual Funds	—	—	$320K	2.2%
WESTERN ASSET CORE PLUS BOND IS	Other securities	—	—	$318K	2.2%
VANGUARD MID CAP INDEX FUND - ADMIRAL	Common Collective Trusts	—	—	$244K	1.7%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6	Mutual Funds	—	—	$231K	1.6%
JPMORGAN US EQUITY R6	Other securities	—	—	$209K	1.4%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL	Mutual Funds	—	—	$176K	1.2%
VANGUARD SMALL CAP INDEX ADM	Mutual Funds	—	—	$175K	1.2%
VANGUARD LIFESTRATEGY CNSRV GR INV	Mutual Funds	—	—	$126K	0.9%
DFA REAL ESTATE SECURITIES I	Mutual Funds	—	—	$106K	0.7%
AMERICAN FUNDS NEW PERSPECTIVE R6	Mutual Funds	—	—	$104K	0.7%
AMERICAN FUNDS EUROPACIFIC GR R6	Mutual Funds	—	—	$103K	0.7%
AMERICAN FUNDS GROWTH FUND OF AMER R6	Mutual Funds	—	—	$101K	0.7%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R6	Mutual Funds	—	—	$98K	0.7%
DFA US TARGETED VALUE I	Mutual Funds	—	—	$68K	0.5%
VANGUARD ENERGY INDEX ADM	Mutual Funds	—	—	$57K	0.4%
PGIM HIGH-YIELD R6	Other securities	—	—	$50K	0.3%
BLACKROCK HEALTH SCIENCES OPPS K	Other securities	—	—	$38K	0.3%
INVESCO EQV EMERGING MRKTS ALL CAP FD R6	Mutual Funds	—	—	$38K	0.3%
T ROWE PRICE FINANCIAL SERVICES I	Mutual Funds	—	—	$12K	<0.1%
VANGUARD UTILITIES INDEX ADM	Mutual Funds	—	—	$7K	<0.1%
AMERICAN CENTURY SMALL CAP GROWTH R6	Other securities	—	—	$6K	<0.1%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6	Mutual Funds	—	—	$2K	<0.1%