Susanah Hoehn signed Hoehn Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoehn Motors, Inc.'s EIN is 62-0628782.
Download the official 2024 Form 5500 (PDF) for Hoehn Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoehn Motors, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $59K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional FID 500 INDEX | Common Collective Trusts | — | — | $4.2M | 16.1% | |
| MFS Growth R6 | Mutual Funds | — | — | $3.5M | 13.3% | |
| Fidelity Investments Institutional FID FRDM BLD 2040 K6 | Mutual Funds | — | — | $2.0M | 7.8% | |
| Fidelity Investments Institutional FID FRDM BLD 2045 K6 | Mutual Funds | — | — | $1.9M | 7.5% | |
| Fidelity Investments Institutional FID FRDM BLD 2050 K6 | Mutual Funds | — | — | $1.5M | 5.7% | |
| TRP Global Stock I | Other securities | — | — | $1.4M | 5.2% | |
| Fidelity Investments Institutional FID FRDM BLD 2035 K6 | Mutual Funds | — | — | $1.3M | 4.9% | |
| Columbia COL S Tech & Info I2 | Other securities | — | — | $1.1M | 4.2% | |
| Columbia COL Dividend Inc I3 | Common Stocks | — | — | $1.1M | 4.1% | |
| Fidelity Investments Institutional FID FRDM BLD 2025 K6 | Mutual Funds | — | — | $936K | 3.6% | |
| Fidelity Investments Institutional FID FRDM BLD 2055 K6 | Mutual Funds | — | — | $927K | 3.6% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $729K | 2.8% | |
| JH DSCPL VAL MDCP R6 915 * Fidelity Investments Institutional Fid Govt Mmkt K6 | Mutual Funds | — | — | $679K | 2.6% | |
| Fidelity Investments Institutional FID FRDM BLD 2030 K6 | Mutual Funds | — | — | $576K | 2.2% | |
| maturing through December 2031 | Other securities | — | — | $563K | 2.2% | |
| PGIM J International Opp R6 | Other securities | — | — | $557K | 2.1% | |
| Fidelity Investments Institutional FID FRDM BLD 2060 K6 | Mutual Funds | — | — | $504K | 1.9% | |
| American Funds AF Bond Fund AMER R6 | Mutual Funds | — | — | $485K | 1.9% | |
| Self-directed brokerage account * Fidelity Investments Institutional BrokerageLink | Self-Directed Brokerage | — | — | $471K | 1.8% | |
| MFS Mid Cap Index | Mutual Funds | — | — | $293K | 1.1% | |
| Fidelity Investments Institutional FA FRDM Blend 2065 Z6 | Mutual Funds | — | — | $232K | 0.9% | |
| Fidelity Investments Institutional FID FRDM BLD 2015 K6 | Mutual Funds | — | — | $230K | 0.9% | |
| Fidelity Investments Institutional FID FRDM BLD 2020 K6 | Mutual Funds | — | — | $158K | 0.6% | |
| Cohen & Steers C&S Real Estate Z | Other securities | — | — | $157K | 0.6% | |
| iShares IS MSCI EAFE Intl K | Other securities | — | — | $142K | 0.5% | |
| American Funds AF New World R6 | Mutual Funds | — | — | $129K | 0.5% | |
| Fidelity Investments Institutional FID Small Cap Index | Mutual Funds | — | — | $98K | 0.4% | |
| Virtus NFJ VRTS NFJ MC Value R6 | Other securities | — | — | $94K | 0.4% | |
| Fidelity Investments Institutional FID Mid Cap Index | Mutual Funds | — | — | $84K | 0.3% | |
| Fidelity Investments Institutional FID FRDM BLD 2010 K6 | Mutual Funds | — | — | $40K | 0.2% | |
| Alliance Bernstein AB Small Cap Growth I | Other securities | — | — | $12K | <0.1% | |
| Fidelity Investments Institutional FA FRDM Blend 2070 Z6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Institutional FA FRDM Blend Inc K6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
