Original filing (PDF)20251013174359NAL0003757010001

HUNT COMPANIES BUSINESS SERVICES, LLC

Name: HUNT COMPANIES BUSINESS SERVICES, LLC — HUNT COMPANIES BUSINESS SERVICES, LLC 401K PLAN, Form 5500 (2024)
Creator: HUNT COMPANIES BUSINESS SERVICES, LLC

Form 5500

FILING_RECEIVED

HUNT COMPANIES BUSINESS SERVICES, LLC 401K PLAN

401(k) retirement plan

Active participants

2,171

Accounts w/ balance

3,178

Plan assets (EOY)

$204.0M

Net assets (EOY)

$204.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT COMPANIES BUSINESS SERVICES, LLC.

Plan sponsor

Name

HUNT COMPANIES BUSINESS SERVICES, LLC

EIN

20-5911113

Address

601 N. MESA STREET, SUITE 1900 · EL PASO, TX · 79901

Phone

(915) 533-1122

Industry

Real Estatesee 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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$68K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$69K	—

Investments

1 pooled fund· $4.8M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.