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Original filing (PDF)20251007082000NAL0002509651001
SILVERSTONE BY HUNT
Form 5500
FILING_RECEIVED
TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT
403(b) retirement plan
Active participants
97
Accounts w/ balance
156
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
41 pooled trusts
Schedule D
60 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 SILVERSTONE BY HUNT.
Plan sponsor
Name
SILVERSTONE BY HUNT
EIN
02-0518617
Address
10 ALLDS STREET · NASHUA, NH · 03060
Phone
(603) 882-6511
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | ADVISOR | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $27K | — |
Investments
21 direct securities · 41 pooled funds· $6.2M(99% 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.
Uncategorized
$5.5M
21 holdings
Pooled Separate Account
$683K
41 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Standard Stable Asset Fund II Guaranteed investment contract | — | — | — | $897K | 14.2% | |
| Vanguard 500 Index Fund-Admiral Fund " | — | — | — | $877K | 13.9% | |
| Dodge & Cox Income Fund " | — | — | — | $811K | 12.8% | |
| American Funds Washington Mutual R6 Fund " | — | — | — | $594K | 9.4% | |
| VALIC Fixed Account Plus Fund " | — | — | — | $398K | 6.3% | |
| MetLife Guaranteed Fixed Account " | — | — | — | $370K | 5.9% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $235K | 3.7% | |
| MFS Growth R6 Fund " | — | — | — | $223K | 3.5% | |
| VALIC Short Term Fixed Account " | — | — | — | $186K | 2.9% | |
| Vanguard Mid-cap Value Index-Admiral Fund " | — | — | — | $180K | 2.8% | |
| Vanguard Mid Cap Index-Admiral Fund " | — | — | — | $173K | 2.7% | |
| Schwab Fdmtl Intl Equity Index Fund " | — | — | — | $150K | 2.4% | |
| American Funds US Government Sec R6 Fund " | — | — | — | $132K | 2.1% | |
| AMERICAN FUNDS GROWTH METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $116K | 1.8% | |
| METLIFE STOCK INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $111K | 1.8% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $95K | 1.5% | |
| DFA Emerging Markets I Fund Mutual fund | — | — | — | $79K | 1.2% | |
| MID CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $51K | 0.8% | |
| BRIGHTHOUSE ASSET ALL 100 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $46K | 0.7% | |
| T. Rowe Price Diversified Mid Cap Growth Fund " | — | — | — | $44K | 0.7% | |
| DFA US Targeted Value Fund " | — | — | — | $43K | 0.7% | |
| METLIFE AGG BOND INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $43K | 0.7% | |
| SMALL CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $33K | 0.5% | |
| AMERICAN FUNDS GLOBAL SC METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $26K | 0.4% | |
| STOCK INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $25K | 0.4% | |
| METLIFE MSCI EAFE INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $25K | 0.4% | |
| DFA Real Estate Securities I Fund " | — | — | — | $24K | 0.4% | |
| AMERICAN FUNDS GROWTH INC METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| Participant loans (6.00%) - | — | — | — | $18K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Fund " | — | — | — | $15K | 0.2% | |
| SYSTEMATIC CORE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| INTERNATIL EQUITIES INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| VICTORY SYCAMORE MID CAP VALUE METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| MID CAP STRATEGIC GWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| METLIFE MID CAP STOCK INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| INTERNATIONAL VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| GS VIT GOV MONEY MARKET FD INST VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| EMERGING ECONOMIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| SCIENCE & TECHNOLOGY FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| CORE BOND FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| Vanguard Wellington-Admiral Fund " | — | — | — | $7K | 0.1% | |
| METLIFE RUSSELL 2000 INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| US SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| LARGE CAPITAL GROWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| BRIGHTHOUSE ASSET ALL 60 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO TOTAL RETURN METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| ARIEL APPRECIATION FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MID CAP VALUE VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| INTL OPPORTUNITIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| HIGH YIELD BOND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INTL SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| GLOBAL REAL ESTATE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| SMALL CAP VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VC I CAPITAL APPRECIATION VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD LIFESTRATEGY CONSER VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INFLATION PROTECTION FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| LOOMIS SAYLES GROWTH METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| LOOMIS SAYLES SMALL CAP CORE METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS MOD ALL METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $874 | <0.1% | |
| SSGA GROWTH AND INCOME ETF METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $360 | <0.1% |