Original filing (PDF)20251112143743NAL0000180641001

HUNT & SONS LLC

Name: HUNT & SONS LLC — HUNT & SONS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HUNT & SONS LLC

Form 5500-SF

FILING_RECEIVED

HUNT & SONS LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT & SONS LLC.

Plan sponsor

Name

HUNT & SONS LLC

EIN

36-5046821

Address

65 ENTERPRISE · SUITE 425 · ALISO VIEJO, CA · 92656

Phone

(209) 321-1240

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-31

Filed

2025-11-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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