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Original filing (PDF)20250926120730NAL0004004483001
VEHICLE LEASING HOLDINGS, LLC
Form 5500
FILING_RECEIVED
HERNCO 401(K) PLAN
401(k) retirement plan
Active participants
426
Accounts w/ balance
404
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEHICLE LEASING HOLDINGS, LLC.
Plan sponsor
Name
VEHICLE LEASING HOLDINGS, LLC
EIN
86-3880143
Address
14335 INWOOD ROAD, SUITE 101 · FARMERS BRANCH, TX · 75244
Phone
(972) 239-2222
Industry
Real Estatesee 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
2025-09-26
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
TURNER, STONE AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Investments
28 direct securities · 4 pooled funds· $22.5M(100% of reported assets)
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.
Uncategorized
$20.3M
27 holdings
Common Collective Trust
$1.8M
4 holdings
Mutual Funds
$418K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID FREEDOM 2025 K6 | — | — | — | $3.4M | 15.2% | |
| Fidelity Management Trust Company FID CONTRAFUND K6 | — | — | — | $3.0M | 13.5% | |
| Fidelity Management Trust Company FID 500 INDEX | — | — | — | $2.1M | 9.3% | |
| Fidelity Management Trust Company FID FREEDOM 2030 K6 | — | — | — | $1.9M | 8.4% | |
| Fidelity Management Trust Company FID FREEDOM 2045 K6 | — | — | — | $1.6M | 6.9% | |
| Fidelity Management Trust Company FID FREEDOM 2035 K6 | — | — | — | $1.4M | 6.3% | |
| Fidelity Management Trust Company FID FREEDOM 2050 K6 | — | — | — | $1.3M | 5.7% | |
| Fidelity Management Trust Company FID FREEDOM 2040 K6 | — | — | — | $1.2M | 5.2% | |
| through January 2030 - | — | — | — | $1.1M | 5.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.0M | 4.5% | |
| Baron Capital Group, Inc. BARON GROWTH | — | — | — | $951K | 4.2% | |
| PIMCO PIM TOTAL RT INST | Mutual Funds | — | — | $418K | 1.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $397K | 1.8% | |
| Fidelity Management Trust Company FID MID CAP IDX | — | — | — | $382K | 1.7% | |
| Fidelity Management Trust Company FID FREEDOM 2060 K6 | — | — | — | $352K | 1.6% | |
| Fidelity Management Trust Company FID FREEDOM 2055 K6 | — | — | — | $246K | 1.1% | |
| Fidelity Management Trust Company FID STRATEGIC INCOME | — | — | — | $237K | 1.1% | |
| Fidelity Management Trust Company FID INTL INDEX | — | — | — | $209K | 0.9% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $204K | 0.9% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $184K | 0.8% | |
| Fidelity Management Trust Company FID SM CAP IDX | — | — | — | $148K | 0.7% | |
| Fidelity Management Trust Company FID FREEDOM 2065 K6 | — | — | — | $141K | 0.6% | |
| Invesco INVS GOLD SPL MIN A | — | — | — | $129K | 0.6% | |
| Fidelity Management Trust Company FID LOW-PRICED ST K6 | — | — | — | $96K | 0.4% | |
| Fidelity Management Trust Company FID FREEDOM 2020 K6 | — | — | — | $95K | 0.4% | |
| American Funds AF NEW WORLD R6 | — | — | — | $94K | 0.4% | |
| BNY Mellon BNYM GLOBAL STOCK I | — | — | — | $93K | 0.4% | |
| Fidelity Management Trust Company FID FREEDOM 2015 K6 | — | — | — | $43K | 0.2% | |
| Fidelity Management Trust Company FID FREEDOM 2070 K6 ** 328 * Fidelity Management Trust Company FID US BOND IDX | — | — | — | $35K | 0.2% | |
| Heartland VAL PLS IV | — | — | — | $32K | 0.1% | |
| PIMCO PIM REAL RETURN INST | — | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company FID FREEDOM INC | — | — | — | $1K | <0.1% |
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