Back to filter
Original filing (PDF)20251009114615NAL0015975618001
HVPH MOTOR CORP.
Form 5500
FILING_RECEIVED
TRIANGLE DEALERS GROUP RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
271
Accounts w/ balance
386
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HVPH MOTOR CORP..
Plan sponsor
Name
HVPH MOTOR CORP.
EIN
66-0579755
Address
PO BOX 29477 · SAN JUAN, PR · 009290477
Phone
(787) 277-0717
Industry
Retail Tradesee 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
2025-10-09
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 | $58K | — |
| FINANXIAL, CORP. | 66-0591759 | — | N/A | $854 | — |
Investments
23 direct securities · 1 pooled fund· $12.5M(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
$12.4M
23 holdings
Common Collective Trust
$137K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2030 TDATE R1 108,018.6506 shares | — | — | $1.6M | $1.8M | 14.8% | |
| MFS VALUE FUND 34,238.3115 shares | — | — | $1.4M | $1.7M | 13.4% | |
| INVESCO MAIN ST MID CAP A 33,113.5243 shares | — | — | $805K | $953K | 7.7% | |
| AMERICAN FUNDS 2025 TDATE R1 64,199.3697 shares | — | — | $840K | $952K | 7.7% | |
| GOLDMAN SACHS MID CAP VALUE R 25,945.1059 shares | — | — | $892K | $880K | 7.1% | |
| FEDERATED HERMES EQUITY INCOME 37,477.2153 shares | — | — | $828K | $820K | 6.6% | |
| Fidelity Advisor Small Cap Fund Class T Mutual Fund | — | — | $752K | $735K | 5.9% | |
| American Funds 2035 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $572K | $723K | 5.8% | |
| Universal Fixed Annuity Insurance General Account | — | — | $707K | $707K | 5.7% | |
| MFS TOTAL RETURN 30,877.3372 shares | — | — | $568K | $584K | 4.7% | |
| AMERICAN FUNDS 2010 TDATE R1 45,045.3635 shares | — | — | $505K | $522K | 4.2% | |
| American Funds 2040 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $319K | $378K | 3.1% | |
| American Funds 2020 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $307K | $349K | 2.8% | |
| FEDERATED HERMES TOTAL RETURN GOVT BOND 36,890.4245 shares | — | — | $397K | $342K | 2.8% | |
| Fidelity Advisor Mortgage Securities Fund Class T Mutual Fund | — | — | $250K | $225K | 1.8% | |
| AMERICAN FUNDS 2055 TDATE R1 7,649.7349 shares | — | — | $171K | $193K | 1.6% | |
| AMERICAN FUNDS 2045 TDATE R1 7,786.3646 shares | — | — | $149K | $159K | 1.3% | |
| PR Capital Preservation Fund R1 Common Collective Trust | — | — | — | $137K | 1.1% | |
| PR CAPITAL PRESERVATION FUND R1 BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | $130K | $137K | 1.1% | |
| American Funds 2060 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $71K | $80K | 0.6% | |
| American Funds 2050 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $48K | $52K | 0.4% | |
| FIDELITY ADV SH TERM BOND 5,994.5972 shares | — | — | $51K | $51K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund Class R1 Mutual Fund | — | — | $37K | $41K | 0.3% | |
| AMERICAN FUNDS 2065 TDATE R1 659.5904 shares | — | — | $11K | $11K | <0.1% |