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Original filing (PDF)20251015134449NAL0009536946001
HUNTER SERVICES, LLC
Form 5500
FILING_RECEIVED
HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
776
Accounts w/ balance
948
Plan assets (EOY)
$85.8M
Net assets (EOY)
$85.8M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 60% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTER SERVICES, LLC.
Plan sponsor
Name
HUNTER SERVICES, LLC
EIN
25-1805374
Address
480 PITTSBURGH ROAD · BUTLER, PA · 16002
Phone
(724) 586-5770
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $111K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE WI, WI | INVESTMENT ADVISOR | $108K | — |
Investments
33 direct securities· $85.7M(100% of reported assets)
Uncategorized
$72.8M
31 holdings
Mutual Funds
$9.5M
1 holding
Guaranteed Income / GIC
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $9.5M | 11.0% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $9.5M | 11.0% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $7.8M | 9.1% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $7.6M | 8.9% | |
| American Funds Growth Fund of America R6 | — | — | — | $6.1M | 7.1% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $4.1M | 4.8% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $4.0M | 4.7% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $3.5M | 4.0% | |
| * Empower Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $3.4M | 4.0% | |
| Empower S&P Small Cap 600 Index Fund Inv | — | — | — | $3.3M | 3.9% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $3.1M | 3.6% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $2.6M | 3.0% | |
| Vanguard Mid Cap Index Fund - Admiral Fund | — | — | — | $2.3M | 2.7% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $2.3M | 2.6% | |
| American Funds American Balanced R6 | — | — | — | $2.0M | 2.3% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.9M | 2.2% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $1.6M | 1.9% | |
| Empower Mid Cap Growth Inst. Fund | — | — | — | $1.6M | 1.8% | |
| MFS Value R6 | — | — | — | $1.4M | 1.7% | |
| Participant Loans ** Interest rate at 4.25% to 9.50% | — | — | — | $1.0M | 1.2% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $946K | 1.1% | |
| Federated Investors Total Return Bon R6 | — | — | — | $939K | 1.1% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $922K | 1.1% | |
| Federated Investors Institutional High Yield Bond R6 | — | — | — | $919K | 1.1% | |
| Vanguard Explorer Adm Fund | — | — | — | $816K | 1.0% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $739K | 0.9% | |
| American Funds Capital World Growth Income Fund R6 | — | — | — | $552K | 0.6% | |
| American Funds New World Fund R6 | — | — | — | $541K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $270K | 0.3% | |
| American Beacon Small Cap Value Fund R5 | — | — | — | $229K | 0.3% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $115K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 | — | — | — | $85K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $75K | <0.1% |
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