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Original filing (PDF)20260114175609NAL0017977283001
HUNTON ANDREWS KURTH LLP
Form 5500
FILING_RECEIVED
HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure6 service providers
Active participants
1,467
Accounts w/ balance
2,477
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
14 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTON ANDREWS KURTH LLP.
Plan sponsor
Name
HUNTON ANDREWS KURTH LLP
EIN
54-0572269
Address
951 E. BYRD STREET · C/O COURTNEY S. BARRACK · RICHMOND, VA · 232194074
Phone
(804) 788-8305
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
HUNTON ANDREWS KURTH LLP BENEFITS COMMITTEE
EIN
54-1181454
City
RICHMOND, VA
Phone
(804) 788-8305
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
3F · Sponsor used leased employees
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2S · Automatic enrollment
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KEITER
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 | -$317K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $141K | — |
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $115K | — |
| AON INVESTMENTS USA INC | 22-2232264 | — | INVESTMENT ADVISOR | $95K | — |
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INVESTMENT ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEITER | 54-1631262 | — | ACCOUNTANT/AUDITOR | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
13 direct securities · 14 pooled funds· $1.4B(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
$769.4M
11 holdings
Common Collective Trust
$513.7M
14 holdings
Mutual Funds
$84.0M
1 holding
Common Collective Trusts
$71.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund 452,106.525 shares | — | — | $452K | $206.2M | 15.5% | |
| Fidelity Puritan Fund* 6,704,619.924 shares | — | — | $6.7M | $160.0M | 12.1% | |
| Participant Directed BrokerageLink | — | — | — | $140.9M | 10.6% | |
| WB LARGE CAP GR A GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 015 | Common Collective Trust | — | $4.8M | $92.3M | 7.0% | |
| Dodge & Cox Stock Fund 320,242.289 shares | Mutual Funds | — | $320K | $84.0M | 6.3% | |
| BTC LIFEPATH 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | $3.0M | $77.3M | 5.8% | |
| BlackRock LifePath Retirement 3,615,146.459 shares | Common Collective Trusts | — | $3.6M | $71.7M | 5.4% | |
| BTC LIFEPATH RET L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $71.7M | 5.4% | |
| BTC LIFEPATH 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | $1.9M | $54.8M | 4.1% | |
| Invesco Stable Value Trust Fund 53,291,907.270 shares | — | — | $53.3M | $53.3M | 4.0% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $53.3M | 4.0% | |
| Vanguard Extended Market Index Fund 398,427.026 shares | — | — | $398K | $52.1M | 3.9% | |
| PGIM Total Return Bond Fund R6 4,071,542.204 shares | — | — | $4.1M | $49.0M | 3.7% | |
| Vanguard Total International Stock Index Fund 358,089.715 shares | — | — | $358K | $47.7M | 3.6% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | $2.3M | $35.8M | 2.7% | |
| BTC LIFEPATH 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | $1.0M | $32.9M | 2.5% | |
| BTC LIFEPATH 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | $954K | $32.3M | 2.4% | |
| Goldman Sachs GQG Partners International Opportunities Fund 1,453,592.025 shares | — | — | $1.5M | $30.6M | 2.3% | |
| BTC LIFEPATH 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | $755K | $26.8M | 2.0% | |
| Vanguard Total Bond Market Index Fund 2,507,852.546 shares | — | — | $2.5M | $24.2M | 1.8% | |
| BTC LIFEPATH 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | $531K | $19.3M | 1.5% | |
| BTC LIFEPATH 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | $425K | $10.1M | 0.8% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | $342K | $6.2M | 0.5% | |
| Participant Loans* maturity dates through January 17, 2040 | — | — | — | $5.0M | 0.4% | |
| BTC LIFEPATH 2065 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1837050 / PN 001 | Common Collective Trust | — | $64K | $1.0M | <0.1% | |
| Cash and cash equivalents Fidelity Government Money Market Fund* 366,330.520 shares $ | — | — | $366K | $366K | <0.1% | |
| BTC LIFEPATH 2025 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |