# Hunt Consolidated, INC. DB Plan
Source: https://planprovider.pro/companies/hunt-consolidated-inc-plan-001

> Hunt Consolidated, INC.'s DB plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — ACTUARY

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|

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