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Original filing (PDF)20251009115454NAL0003543235001
VPH MOTOR CORP
Form 5500
FILING_RECEIVED
VPH RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
241
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 VPH MOTOR CORP.
Plan sponsor
Name
VPH MOTOR CORP
EIN
66-0490437
Address
PO BOX 365046 · SAN JUAN, PR · 009365046
Phone
(778) 775-5700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
DMR & CPA'S PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | N/A | $22K | — |
| FINANXIAL, CORP. | 66-0591759 | — | N/A | $1K | — |
Investments
23 direct securities · 1 pooled fund· $5.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.4M
23 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TDATE R1 36,134.1765 shares | — | — | $588K | $719K | 13.3% | |
| UNIVERSAL FIXED ANNUITY | — | — | $681K | $682K | 12.6% | |
| AMERICAN FUNDS 2030 TDATE R1 38,382.2390 shares | — | — | $596K | $649K | 12.0% | |
| MFS VALUE FUND 12,445.9306 shares | — | — | $561K | $603K | 11.1% | |
| AMERICAN FUNDS 2035 TDATE R1 32,250.7446 shares | — | — | $509K | $592K | 10.9% | |
| AMERICAN FUNDS 2050 TDATE R1 23,566.9901 shares | — | — | $400K | $475K | 8.8% | |
| AMERICAN FUNDS 2025 TDATE R1 16,389.9886 shares | — | — | $230K | $243K | 4.5% | |
| AMERICAN FUNDS 2020 TDATE R1 18,153.8549 shares | — | — | $231K | $241K | 4.5% | |
| INVESCO MAIN ST MID CAP 8,348.6136 shares | — | — | $207K | $240K | 4.4% | |
| AMERICAN FUNDS 2010 TDATE R1 18,372.2815 shares | — | — | $210K | $213K | 3.9% | |
| FEDERATED HERMES TL RTRN GV BD 14,130.6327 shares | — | — | $144K | $131K | 2.4% | |
| AMERICAN FUNDS 2045 TDATE R1 5,477.9477 shares | — | — | $96K | $112K | 2.1% | |
| AMERICAN FUNDS 2055 TDATE R1 4,206.1906 shares | — | — | $92K | $106K | 2.0% | |
| FEDERATED HERMES EQUITY INCOME 3,921.0469 shares | — | — | $90K | $86K | 1.6% | |
| GOLDMAN SACHS MID CAP VALUE R 1,900.6851 shares | — | — | $64K | $64K | 1.2% | |
| MFS TOTAL RETURN 2,762.5768 shares | — | — | $54K | $52K | 1.0% | |
| repayments are Contributions Pending Under VFCP included Contributions Corrected Correction and PTE Lost Year □ Not Corrected Outside VFCP Outside VFCP 2001-51 Earnings 2024 42,983 — | — | — | — | $43K | 0.8% | |
| FIDELITY ADV SMALL CAP M 1,670.8514 shares | — | — | $41K | $39K | 0.7% | |
| FIDELITY ADV MORTGAGE SECS 2,839.3808 shares | — | — | $29K | $27K | 0.5% | |
| AMERICAN FUNDS 2015 TDATE R1 1,516.6468 shares | — | — | $18K | $18K | 0.3% | |
| AMERICAN FUNDS 2065 TDATE R1 975.2841 shares | — | — | $17K | $17K | 0.3% | |
| PR CAPITAL PRESERVATION FUND BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | $15K | $15K | 0.3% | |
| FIDELITY ADV SH TERM BOND 1,729.7916 shares | — | — | $15K | $15K | 0.3% | |
| AMERICAN FUNDS 2060 TDATE R1 709.1594 shares | — | — | $12K | $12K | 0.2% |
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