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Original filing (PDF)20250923140345NAL0006908736001
HUNT MIDWEST ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
HUNT MIDWEST ENTERPRISES, INC. DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
154
Plan assets (EOY)
$36.0M
Net assets (EOY)
$36.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT MIDWEST ENTERPRISES, INC..
Plan sponsor
Name
HUNT MIDWEST ENTERPRISES, INC.
EIN
43-1186641
Address
1881 MAIN STREET · STE 200 · KANSAS CITY, MO · 64108
Phone
(816) 455-2500
Industry
Management of Companies / Holdingssee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $45K | — |
| MORGAN STANLEY | 13-2919773 | — | INVESTMENT ADVISORY | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
Investments
21 direct securities · 7 pooled funds· $36.1M(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.
Uncategorized
$19.9M
20 holdings
Pooled Separate Account
$11.9M
6 holdings
Mutual Funds
$2.4M
1 holding
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.4M | 15.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2040 R Fund (a) | — | — | — | $3.4M | 9.4% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2035 R Fund (a) | — | — | — | $3.3M | 9.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2030 R Fund (a) | — | — | — | $2.8M | 7.9% | |
| William Blair William Blair Lg Cap Gwth I Fd (a) | Mutual Funds | — | — | $2.4M | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2045 R Fund (a) | — | — | — | $1.8M | 5.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| Janus International Holding, LLC JanusHenderson Entrprs N (a) | — | — | — | $1.7M | 4.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| Loomis Sayles & Company Loomis Sayles Gl Alloc A Fd (a) | — | — | — | $1.1M | 3.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2020 R Fund (a) | — | — | — | $1.1M | 3.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2025 R Fund (a) | — | — | — | $830K | 2.3% | |
| Metropolitan Life Insurance Co. Metro West Ttl Rtn Bd I Fund (a) | — | — | — | $814K | 2.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2055 R Fund (a) | — | — | — | $678K | 1.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2050 R Fund (a) | — | — | — | $646K | 1.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2060 R Fund (a) | — | — | — | $594K | 1.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $568K | 1.6% | |
| Cullen Capital Management, LLC Cullen Emr Mkts Hi Div R Fund (a) | — | — | — | $425K | 1.2% | |
| Wasatch Ultra Growth Fund (a) | — | — | — | $222K | 0.6% | |
| Allianz Global Inv Fund Mgmt Virtus NFJ Mid-Cap Val I Fd (a) | — | — | — | $142K | 0.4% | |
| Allspring Global Investments Allspring Spec Sm Cp Value A (a) | — | — | — | $139K | 0.4% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2010 R Fund (a) | — | — | — | $49K | 0.1% | |
| (E) | — | — | — | $37K | 0.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2065 R Fund (a) | — | — | — | $37K | 0.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Rtmt 2005 R Fund (a) | — | — | — | $13K | <0.1% |
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