Plan Snapshot
- Plan Sponsor: Hunt Consolidated, INC.
- Sponsor EIN: 751727234
- Sponsor Address: 1900 NORTH AKARD, DALLAS, TX, 75201
- Plan Type: DB
- Total Participants: 202
- Total Assets: $222.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $222.4M | $0 | $0 |
| 2023 | 236 | $246.6M | $0 | $0 |
| 2022 | 256 | $248.5M | $1.4M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT ADVISORY | INVT ADVICE | $352,451 | — | $352,451 |
| FID INV INST OPS CO | ACTUARY | $352,447 | — | $352,447 |
| NORTHERN TRUST COMPANY | RECORDKEEPER | $203,869 | — | $203,869 |
| HS MANAGEMENT PARTNERS, LLC | INV. ADVISORY | $86,123 | — | $86,123 |
| WHITLEY PENN LLP | AUDITORS | $36,091 | — | $36,091 |
| VAUGHAN NELSON INVESTMENT MGMT IN | INV. ADVISORY | $33,100 | — | $33,100 |
| ARROWSTREET | INV. ADVISORY | $32,579 | — | $32,579 |
| EDGBASTON INVESTMENT | INV. ADVISORY | $20,344 | — | $20,344 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — ACTUARY
- WHITLEY PENN LLP — AUDITORS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,117,004
- Estimated Expense Ratio: 0.502% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,094,519 | $1,365,918 | $413,042 | — | — |
| 2023 | $2,149,614 | — | $203,020 | $761,423 | — |
| 2022 | $2,523,485 | $821,840 | — | — | $793,403 |