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Original filing (PDF)20251028114832NAL0017341922001
HUNTER ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
HUNTER ENGINEERING COMPANY 401K PLAN
401(k) retirement plan
Active participants
1,255
Accounts w/ balance
1,491
Plan assets (EOY)
$164.6M
Net assets (EOY)
$164.6M
How this plan invests
This plan
17 pooled trusts
Schedule D
26 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 ENGINEERING COMPANY.
Plan sponsor
Name
HUNTER ENGINEERING COMPANY
EIN
43-0636684
Address
11250 HUNTER DRIVE · BRIDGETON, MO · 63043
Phone
(314) 731-3020
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $125K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-2746212 | — | NONE | $0 | — |
Investments
11 direct securities · 17 pooled funds· $162.8M(99% 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.
Pooled Separate Account
$104.5M
17 holdings
Uncategorized
$48.9M
10 holdings
Mutual Funds
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prudential Retirement Insurance and Annuity Company Guaranteed Interest Account | — | — | — | $27.6M | 16.8% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $19.0M | 11.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $15.6M | 9.5% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $13.8M | 8.4% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $10.7M | 6.5% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Mutual Funds | — | — | $9.4M | 5.7% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $9.2M | 5.6% | |
| Capital Research and Management Co. American Funds Washington Mutual R6 Fund | — | — | — | $6.8M | 4.1% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $6.0M | 3.7% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $5.0M | 3.0% | |
| Capital Research and Management Co. American Funds New Prospective R6 Fund | — | — | — | $4.3M | 2.6% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $4.1M | 2.5% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $4.0M | 2.4% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $3.8M | 2.3% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $3.4M | 2.1% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $3.3M | 2.0% | |
| Capital Research and Management Co. American Funds American Balanced R6 Fund | — | — | — | $3.1M | 1.9% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $2.4M | 1.5% | |
| Empower Annuity Insurance Company QMA Mid Cap Index Fund | — | — | — | $1.9M | 1.2% | |
| PGIM QUANT SOL MIDCAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $1.9M | 1.2% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $1.8M | 1.1% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $1.6M | 1.0% | |
| Hartford Funds Management Co. Hartford International Opportunity R5 Fund | — | — | — | $1.5M | 0.9% | |
| Notes Receivable from Participants December 2029 - | — | — | — | $799K | 0.5% | |
| Fidelity Advisor Emerging Markets | — | — | — | $596K | 0.4% | |
| Empower Annuity Insurance Company QMA Small Cap Index Fund | — | — | — | $426K | 0.3% | |
| PGIM QUANT SOL SM CAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $426K | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $88K | <0.1% |