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Original filing (PDF)20251014150803NAL0001557715001
HS GOVERNMENT PARTNERS, LLC
Form 5500
FILING_RECEIVED
MAYROAD 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
136
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Reliance Advisory Trust Reliance Advisory Trust INV70 Portfolio" is 25% of plan.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HS GOVERNMENT PARTNERS, LLC.
Plan sponsor
Name
HS GOVERNMENT PARTNERS, LLC
DBA
MAYROAD
EIN
87-2079131
Address
PO BOX 356, 7413 SIX FORKS RD · RALEIGH, NC · 27615
Phone
(312) 920-0500
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $27K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $16K | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | NONE | $6K | — |
Investments
21 direct securities · 1 pooled fund· $12.2M(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
$7.0M
20 holdings
Common Collective Trust
$4.9M
1 holding
Mutual Funds
$388K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $4.9M | 65.6% | |
| Reliance Advisory Trust Reliance Advisory Trust INV70 Portfolio | — | — | — | $1.9M | 25.0% | |
| Common collective trusts * Reliance Advisory Trust Reliance Advisory Trust INV80 Portfolio | — | — | — | $1.5M | 20.9% | |
| Reliance Advisory Trust Reliance Advisory Trust INV60 Portfolio | — | — | — | $1.1M | 14.2% | |
| Reliance Advisory Trust Reliance Advisory Trust INV40 Portfolio | — | — | — | $402K | 5.4% | |
| Alliance Bernstein L.P. Alliance Bern Large Cap Growth Adv | Mutual Funds | — | — | $388K | 5.2% | |
| Putnam Investments Putnam Large Cap Value Fund Class R6 | — | — | — | $361K | 4.9% | |
| Capital Group American Funds Europacific GR R5 | — | — | — | $239K | 3.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Admiral ** 708 The Vanguard Group, Inc. Vanguard 500 Index Admiral | — | — | — | $234K | 3.2% | |
| JP Morgan JPMorgan US Equity R5 | — | — | — | $231K | 3.1% | |
| Participants all outstanding notes. $0 | — | — | — | $216K | 2.9% | |
| MassMutual Mass Mutual Mid Cap Growth Fund | — | — | — | $115K | 1.6% | |
| Fidelity Advisor Total Bond Fund Class Z | — | — | — | $115K | 1.5% | |
| The Vanguard Group, Inc. Vanguard Short-Term Investment-Grade Adm | — | — | — | $109K | 1.5% | |
| The Vanguard Group, Inc. Vanguard Balanced Index Admiral | — | — | — | $104K | 1.4% | |
| Alliance Bernstein AB Small Cap Growth Portfolio Class Z | — | — | — | $93K | 1.3% | |
| MFS Investment Management MFS Mid Cap Value R6 | — | — | — | $89K | 1.2% | |
| Columbia Management Investment Advisers, LLC Columbia Small Cap Value II S | — | — | — | $85K | 1.1% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Adm | — | — | — | $47K | 0.6% | |
| PIMCO Income Instl | — | — | — | $42K | 0.6% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index Admiral | — | — | — | $40K | 0.5% | |
| Interest-bearing cash The Vanguard Group, Inc. Vanguard Prime Federal Money Market | — | — | — | $40K | 0.5% |
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