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Original filing (PDF)20250626123904NAL0004982451001
HUNTINGTON BANCSHARES INCORPORATED
Form 5500
FILING_RECEIVED
THE HUNTINGTON 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
20,450
Accounts w/ balance
24,860
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
19 pooled trusts
Schedule D
27 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTINGTON BANCSHARES INCORPORATED.
Plan sponsor
Name
HUNTINGTON BANCSHARES INCORPORATED
EIN
31-0724920
Address
37 W. BROAD STREET HP0600 · COLUMBUS, OH · 43215
Phone
(614) 480-6327
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
HUNTINGTON BANCSHARES INC. INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN
31-0929559
City
COLUMBUS, OH
Phone
(614) 480-6327
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ARY ROEPCKE MULCHAEY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $755K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $408K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $136K | — |
| NEWPORT TRUST COMPANY | 27-2037969 | — | INVESTMENT ADVISOR | $68K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARY ROEPCKE MULCHAEY, P.C. | 52-2370901 | — | ACCOUNTANT/AUDITOR | $54K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | 34-0082025 | — | ATTORNEY/LEGAL | $37K | — |
Investments
12 direct securities · 19 pooled funds· $2.7B(100% 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.
Common Collective Trust
$1.8B
19 holdings
Uncategorized
$866.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $404.7M | 17.1% | |
| Huntington Bancshares Incorporated Common stock | — | — | — | $177.5M | 7.5% | |
| Spartan Extended Market Index Fund Collective investment trust | — | — | — | $176.8M | 7.4% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $176.8M | 7.4% | |
| WT CIF II GROWTH 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 028 | Common Collective Trust | — | — | $160.4M | 6.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $155.1M | 6.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $131.4M | 5.5% | |
| T. Rowe Price Small Cap Stock Fund Mutual fund | — | — | — | $127.9M | 5.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $121.8M | 5.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $120.7M | 5.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $98.7M | 4.2% | |
| Vanguard Equity Income Fund Mutual fund | — | — | — | $97.8M | 4.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $77.1M | 3.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $76.2M | 3.2% | |
| Europacific Growth Fund Mutual fund | — | — | — | $68.5M | 2.9% | |
| Invesco Stable Value Trust B1 Collective investment trust | — | — | — | $68.3M | 2.9% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $68.3M | 2.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $50.9M | 2.1% | |
| Spartan Total International Index Fund Collective investment trust | — | — | — | $50.7M | 2.1% | |
| SP TTL INTL IDX CL D GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $50.7M | 2.1% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $49.6M | 2.1% | |
| BrokerageLink accounts Participant-directed brokerage | — | — | — | $31.5M | 1.3% | |
| maturing between 2025—2039 | — | — | — | $29.5M | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $28.0M | 1.2% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $22.9M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $21.2M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.5% | |
| Vanguard Inflation Protected Securities Fund Mutual fund | — | — | — | $10.3M | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.1% | |
| Fidelity Government Cash Reserves Fund Mutual fund | — | — | — | $7K | <0.1% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $0 | <0.1% |