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Original filing (PDF)20250903051530NAL0015101889001
HANNAH MOTOR CO., INC.
Form 5500
FILING_RECEIVED
HANNAH MOTOR CO., INC. 401(K) PLAN
401(k) retirement plan
Active participants
761
Accounts w/ balance
941
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.1M
How this plan invests
This plan
1 pooled trust
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANNAH MOTOR CO., INC..
Plan sponsor
Name
HANNAH MOTOR CO., INC.
EIN
91-0296290
Address
P O BOX 1679 · VANCOUVER, WA · 98668
Phone
(360) 944-3364
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $70K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIQUANT LLC | 92-2797861 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
Investments
31 direct securities · 1 pooled fund· $43.1M(98% 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.
Registered Investment Companies
$42.0M
31 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.5M | 10.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.3M | 7.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.3M | 7.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.1M | 7.0% | |
| COLUMBIA DIVIDEND INCOME I2 | Registered Investment Companies | — | — | $2.7M | 6.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.5M | 5.8% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $2.4M | 5.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.4M | 5.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.3M | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.1M | 4.8% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $1.8M | 4.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.4M | 3.1% | |
| VOYA MIDCAP OPPORTUNITIES I | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| PGIM JENNISON INTL OPPS R6 | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $930K | 2.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $909K | 2.1% | |
| JH MULTIASSET ABSOL RETURN I | Registered Investment Companies | — | — | $737K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $644K | 1.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $641K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $626K | 1.4% | |
| FIDELITY EMERGING MARKETS FUND | Registered Investment Companies | — | — | $602K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $508K | 1.2% | |
| UNDISCOVERED MGR BHVL VAL I | Registered Investment Companies | — | — | $451K | 1.0% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $392K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $332K | 0.8% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $303K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $254K | 0.6% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $245K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $155K | 0.4% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $106K | 0.2% | |
| CALVERT MODERATE ALLOCATION I | Registered Investment Companies | — | — | $1K | <0.1% |