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Original filing (PDF)20250911160405NAL0000338003001
HUNTER INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
HI RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
88% employer stock
Active participants
76
Accounts w/ balance
103
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 88% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTER INTERNATIONAL, INC..
Plan sponsor
Name
HUNTER INTERNATIONAL, INC.
EIN
01-0863978
Address
37779 CHESTER ROAD · AVON, OH · 44011
Phone
(440) 389-0023
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
DEFINITI
EIN
45-1739578
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INVESTMENT SERV | 41-1667086 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $9K | — |
Investments
32 direct securities· $1.8M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Marvell Technology Common Stock | — | — | $34K | $79K | 3.6% | |
| Amazon.com Inc. Common Stock | — | — | $46K | $77K | 3.5% | |
| Bank of America FDIC #03510 Certificate of Deposit | — | — | $75K | $75K | 3.4% | |
| Nvidia Corp Common Stock | — | — | $47K | $75K | 3.4% | |
| Bank of America Common Stock | — | — | $53K | $75K | 3.4% | |
| Apple Inc. Common Stock | — | — | $45K | $74K | 3.4% | |
| Morgan Stanley Common Stock | — | — | $52K | $74K | 3.4% | |
| Lockheed Martin Common Stock | — | — | $72K | $73K | 3.3% | |
| Alphabet Inc CL A Common Stock | — | — | $40K | $73K | 3.3% | |
| Qualcomm Common Stock | — | — | $61K | $71K | 3.2% | |
| Costco Wholesale Corp Common Stock | — | — | $34K | $71K | 3.2% | |
| Universal Display Corp Common Stock | — | — | $78K | $68K | 3.1% | |
| Microsoft Corp Common Stock | — | — | $49K | $67K | 3.0% | |
| Trade Desk Inc Cl A Common Stock | — | — | $47K | $66K | 3.0% | |
| Waste Management Common Stock | — | — | $63K | $64K | 2.9% | |
| Elastic N V Common Stock | — | — | $53K | $64K | 2.9% | |
| Applied Materials Common Stock | — | — | $65K | $61K | 2.8% | |
| Labocorp Holdings Inc Common Stock | — | — | $54K | $60K | 2.7% | |
| Builders Firstsource Inc Common Stock | — | — | $63K | $58K | 2.7% | |
| United Rentals Common Stock | — | — | $38K | $58K | 2.6% | |
| Dutch Bros Inc Cl A Common Stock | — | — | $32K | $56K | 2.6% | |
| Eaton Corp Plc Common Stock | — | — | $52K | $55K | 2.5% | |
| First Trust NASDAQ Cybersecurity Exchange Traded Fund | — | — | $38K | $53K | 2.4% | |
| Meta Platforms Inc Cl A Common Stock | — | — | $48K | $53K | 2.4% | |
| Vulcan Materials Company Common Stock | — | — | $34K | $51K | 2.3% | |
| JP Morgan Global Bond Oppty Cl 1 Mutual Fund | — | — | $51K | $48K | 2.2% | |
| MasterCard Inc. CL A Common Stock | — | — | $30K | $43K | 2.0% | |
| Servicenow Inc Common Stock | — | — | $29K | $38K | 1.7% | |
| Guggenheim Total Return Bond Instl Cl Mutual Fund | — | — | $30K | $26K | 1.2% | |
| American Express Co Common Stock | — | — | $15K | $15K | 0.7% | |
| JP Morgan Equity Income Cl 1 Mutual Fund | — | — | $11K | $14K | 0.6% | |
| Virtus Kar Small Cap Growth Cl 1 Mutual Fund | — | — | $7K | $7K | 0.3% |
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