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Original filing (PDF)20251007080237NAL0002303187001
HUNTER ROBERTS CONSTRUCTION GROUP, LLC
Form 5500
FILING_RECEIVED
HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
312
Accounts w/ balance
471
Plan assets (EOY)
$119.2M
Net assets (EOY)
$119.2M
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)
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 HUNTER ROBERTS CONSTRUCTION GROUP, LLC.
Plan sponsor
Name
HUNTER ROBERTS CONSTRUCTION GROUP, LLC
EIN
20-2303474
Address
55 WATER STREET · 51TH FLOOR · NEW YORK, NY · 10041
Phone
(212) 321-6800
Industry
Constructionsee 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $66K | — |
| WBG ADVISORS LLC | 27-0628366 | — | CONSULTANT | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPAS P.C. | 11-3266576 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
32 direct securities· $119.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH CO K6 | — | — | — | $18.1M | 15.2% | |
| Fidelity FID CONTRAFUND K6 | — | — | — | $15.4M | 12.9% | |
| Fidelity FID TOTAL MKT IDX | — | — | — | $7.4M | 6.2% | |
| JP Morgan JPM SMRTRET 2055 R6 | — | — | — | $7.1M | 6.0% | |
| JP Morgan JPM SMRTRET 2045 R6 | — | — | — | $6.6M | 5.5% | |
| Janus Henderson J H FLEXIBLE BOND N | — | — | — | $5.8M | 4.9% | |
| JP Morgan JPM SMRTRET 2060 R6 | — | — | — | $5.3M | 4.5% | |
| JP Morgan JPM SMRTRET 2050 R6 | — | — | — | $4.7M | 4.0% | |
| MFS Investment MFS INTL DIVRSN R6 | — | — | — | $4.7M | 3.9% | |
| JP Morgan JPM SMRTRET 2040 R6 | — | — | — | $4.5M | 3.8% | |
| Columbia COL DIVIDEND INC I3 | — | — | — | $4.5M | 3.8% | |
| Fidelity FID PURITAN K | — | — | — | $4.1M | 3.4% | |
| JP Morgan JPM SMRTRET 2025 R6 | — | — | — | $4.0M | 3.3% | |
| Fidelity FID GOVT MMKT K6 | — | — | — | $3.6M | 3.0% | |
| PUTNAM SM CAP GR R6 | — | — | — | $2.8M | 2.3% | |
| JP Morgan JPM SMRTRET 2030 R6 | — | — | — | $2.7M | 2.2% | |
| Brown Capital BROWN SMALL CO INST | — | — | — | $2.2M | 1.8% | |
| JP Morgan JPM SMRTRET 2035 R6 | — | — | — | $2.0M | 1.7% | |
| MainStay NYLI W LRG CP GR R6 | — | — | — | $1.9M | 1.6% | |
| Fidelity FID MID CAP IDX | — | — | — | $1.8M | 1.5% | |
| JP Morgan JPM SMRTRET 2020 R6 | — | — | — | $1.7M | 1.4% | |
| Thornburg THORNBRG DEV WRLD R6 | — | — | — | $1.7M | 1.4% | |
| John Hancock JH DSCPL VAL MDCP R6 | — | — | — | $1.6M | 1.4% | |
| Neuberger Berman NB MID CAP GROWTH R6 | — | — | — | $980K | 0.8% | |
| Participant Loans Interest rate ranging from 4.25% to 9.5% -0- | — | — | — | $899K | 0.8% | |
| All Spring AS EMRG MKTS EQ R6 | — | — | — | $708K | 0.6% | |
| JP Morgan JPM SMRTRET INC R6 | — | — | — | $633K | 0.5% | |
| Cohen & Steers C&S REAL ESTATE Z | — | — | — | $569K | 0.5% | |
| American Century AM CENT SMCAP VAL R6 | — | — | — | $510K | 0.4% | |
| All Spring AS GOVT SECS IS | — | — | — | $393K | 0.3% | |
| Calvert CONS ALLOC I | — | — | — | $158K | 0.1% | |
| Calvert GRTH ALLOC I | — | — | — | $35K | <0.1% |