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Original filing (PDF)20251013101539NAL0001683728001
HUDSON AUTOMOTIVE GROUP
Form 5500
FILING_RECEIVED
HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
3,271
Accounts w/ balance
616
Plan assets (EOY)
$92.3M
Net assets (EOY)
$92.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 84 bps in Schedule C fees — 423% above peer band of 16 bps.
- Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDSON AUTOMOTIVE GROUP.
Plan sponsor
Name
HUDSON AUTOMOTIVE GROUP
EIN
82-3482909
Address
100 COASTAL DR · SUITE 400 · DANIEL ISLAND, SC · 29492
Phone
(843) 790-8655
Industry
Retail Tradesee all
Plan administrator
Name
THE FINWAY GROUP
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAS PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $314K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KINWELL LLC | 82-2977833 | CHARLESTON, SC | ADVISOR | $74K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP | — | WEST DES MOINES, IA | TPA | $347K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | — | OVERLAND PARK, KS | OTHER | $39K | — |
Investments
21 direct securities· $92.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional 2045 Target DT RTR Inc Instl | — | — | — | $12.5M | 13.6% | |
| Dimensional 2050 Target DT RTR Inc Instl | — | — | — | $12.1M | 13.1% | |
| Dimensional 2040 Target DT RTR Inc Instl | — | — | — | $10.6M | 11.5% | |
| Dimensional 2060 Target DT RTR Inc Instl | — | — | — | $10.5M | 11.3% | |
| Dimensional 2035 Target DT RTR Inc Instl | — | — | — | $9.9M | 10.7% | |
| Dimensional 2055 Target DT RTR Inc Instl | — | — | — | $9.7M | 10.5% | |
| Dimensional 2030 Target DT RTR Inc Instl | — | — | — | $8.0M | 8.7% | |
| Dimensional 2025 Target DT RTR Inc Instl | — | — | — | $4.6M | 5.0% | |
| DFA US Core Equity | — | — | — | $4.6M | 5.0% | |
| Loans | — | — | — | $3.8M | 4.1% | |
| Dimensional 2020 Target DT RTR Inc Instl | — | — | — | $2.1M | 2.2% | |
| Empower Trust Company Guranteed Fixed Account | — | — | — | $1.3M | 1.5% | |
| DFA Intenational Core Equity | — | — | — | $435K | 0.5% | |
| Dimensional 2015 Target DT RTR Inc Instl | — | — | — | $375K | 0.4% | |
| Vanguard Vangurd Real Estate Index | — | — | — | $330K | 0.4% | |
| DFA Emerging Markets Core Equity | — | — | — | $307K | 0.3% | |
| Dimensional Retirement Income Instl | — | — | — | $289K | 0.3% | |
| DFA Five Year Global Fixed Income | — | — | — | $253K | 0.3% | |
| DFA Commodity Strategy | — | — | — | $155K | 0.2% | |
| Dimensional 2010 Target DT RTR Inc Instl | — | — | — | $130K | 0.1% | |
| Vanguard Inflation Protected SECS | — | — | — | $100K | 0.1% |