Back to filter
Original filing (PDF)20250729112036NAL0001551027001
HAWK CONSULTANTS, LLC
Form 5500
FILING_RECEIVED
HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
176
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
67 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 HAWK CONSULTANTS, LLC.
Plan sponsor
Name
HAWK CONSULTANTS, LLC
EIN
73-1725551
Address
1030 VILLAGE SQUARE DRIVE · TOMBALL, TX · 77375
Phone
(832) 843-7608
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
| EQUITABLE ADVISORS LLC | 13-4071393 | — | SERVICE PROVIDER | $0 | — |
Investments
48 direct securities · 15 pooled funds· $13.1M(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
$9.9M
48 holdings
Common Collective Trust
$3.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.9M | 22.3% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $1.1M | 12.8% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $1.1M | 12.8% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2035 Fund Fee Class R CIT | — | — | — | $655K | 7.6% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $655K | 7.6% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $553K | 6.5% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $553K | 6.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $475K | 5.6% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $410K | 4.8% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | — | — | — | $410K | 4.8% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $379K | 4.4% | |
| Wilmington Trust, N.A. MyCompass Index Aggressive 2055 Fund Fee Class R CIT | — | — | — | $285K | 3.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $285K | 3.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $235K | 2.7% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $231K | 2.7% | |
| MyCompass Ind Cns 2035 F R Common Collective Trust | — | — | — | $231K | 2.7% | |
| Hartford Mutual Funds Hartford Dividend and Growth Fund Class R6 | — | — | — | $216K | 2.5% | |
| Hartfrd Dividnd & Grw Fnd R6 Registered Investment Company | — | — | — | $216K | 2.5% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund Class R6 | — | — | — | $174K | 2.0% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $169K | 2.0% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $156K | 1.8% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $156K | 1.8% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $144K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $139K | 1.6% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $139K | 1.6% | |
| Participant Loans Interest rates range from 5.25% to 9.50% | — | — | — | $137K | 1.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $136K | 1.6% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $136K | 1.6% | |
| MFS International Diversification Fund Class R6 | — | — | — | $124K | 1.4% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | — | — | — | $111K | 1.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares | — | — | — | $111K | 1.3% | |
| PGIM High Yield Fund R6 Registered Investment Company | — | — | — | $103K | 1.2% | |
| Vanguard International Value Fund Investor Shares | — | — | — | $101K | 1.2% | |
| Vangrd Intl Value Fnd Inv Registered Investment Company | — | — | — | $101K | 1.2% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $90K | 1.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $90K | 1.1% | |
| American Funds American Funds New World Fund Class R6 | — | — | — | $85K | 1.0% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $81K | 1.0% | |
| Wilmington Trust, N.A. MyCompass Index Aggressive 2065 Fund Fee Class R CIT | — | — | — | $81K | 0.9% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $81K | 0.9% | |
| Calvert Research and Management Calvert US Large-Cap Core Responsible Index Fund Class R6 | — | — | — | $59K | 0.7% | |
| Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company | — | — | — | $59K | 0.7% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | — | — | — | $59K | 0.7% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares | — | — | — | $59K | 0.7% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | — | — | — | $49K | 0.6% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $49K | 0.6% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2065 Fund Fee Class R CIT | — | — | — | $35K | 0.4% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $35K | 0.4% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | — | — | — | $20K | 0.2% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $20K | 0.2% | |
| AB Small Cap Grw Port Z Registered Investment Company | — | — | — | $16K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $15K | 0.2% | |
| Virtus KAR Mid-Cap Growth Fund Class R6 | — | — | — | $13K | 0.2% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | — | — | — | $12K | 0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $6K | <0.1% | |
| MyCompass Ind Cns 2055 F R Common Collective Trust | — | — | — | $6K | <0.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | — | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $2K | <0.1% | |
| MyCompass Ind Agg 2045 Fd R Common Collective Trust | — | — | — | $2K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2025 FUN WILMINGTON TRUST, N.A. · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size All Other Professional Services plans
O'BRIEN BUSINESS SYSTEMS, INC.
O'BRIEN BUSINESS SYSTEMS, INC. 401(K) PLAN AND TRUST
$8.6M · 8 participants
CYPRESS HCM INC.
CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST
$8.6M · 286 participants
THE PORT GROUP
PORT 401(K) PLAN
$8.6M · 62 participants
DIGITAL AIR CONTROL, INC. DBA DAC, INC.
DAC, INC. 401(K) PLAN
$8.6M · 121 participants
INTERCHEM TRADING CORPORATION
INTERCHEM TRADING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$8.5M · 109 participants
EDGE SERVICES, INC
EDGE SERVICES INC 401(K) RETIREMENT PLAN
$8.5M · 19 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants