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Original filing (PDF)20251104105050NAL0011490944001
HACIENDA MOTORS, LTD. DBA
Form 5500
FILING_RECEIVED
HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401K
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
171
Accounts w/ balance
139
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MFS TOTAL RETURN - R6" is 44% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HACIENDA MOTORS, LTD. DBA.
Plan sponsor
Name
HACIENDA MOTORS, LTD. DBA
EIN
94-3035344
Address
5885 OWENS DRIVE · PLEASANTON, CA · 943035344
Phone
(925) 225-7529
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
2025-11-04
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Investments
20 direct securities · 2 pooled funds· $13.5M(97% 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.
Registered Investment Companies
$12.7M
19 holdings
OTHER
$762K
1 holding
Common Collective Trust
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $6.0M | 43.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $2.2M | 15.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.0M | 14.4% | |
| INVESTMENTS LINCOLN STABLE VAL SEP ACCT V2 | OTHER | — | — | $762K | 5.5% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $639K | 4.6% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $396K | 2.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $346K | 2.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $232K | 1.7% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $221K | 1.6% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $126K | 0.9% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $114K | 0.8% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $103K | 0.7% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $95K | 0.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $65K | 0.5% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $47K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $45K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $28K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $27K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $27K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $10K | <0.1% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY , LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $0 | <0.1% |