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Original filing (PDF)20251009053052NAL0014810626001
CANTEY HANGER LLP
Form 5500
FILING_RECEIVED
CANTEY HANGER 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
124
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANTEY HANGER LLP.
Plan sponsor
Name
CANTEY HANGER LLP
EIN
75-0756050
Address
600 WEST 6TH ST STE 300 · FORT WORTH, TX · 76102
Phone
(817) 878-2911
Industry
Law Offices· 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $1 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN, LLP | 75-2393478 | — | ACCOUNTANT | $22K | — |
Investments
28 direct securities· $26.9M(100% of reported assets)
Registered Investment Companies
$25.0M
27 holdings
Uncategorized
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DODGE & COX BALANCED I | Registered Investment Companies | — | — | $4.8M | 17.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 10.7% | |
| INVESCO GOVT MONEY MARKET Y | Registered Investment Companies | — | — | $2.0M | 7.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $1.9M | 7.1% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $1.9M | 7.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.7M | 6.4% | |
| MACQUARIE LG CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 5.3% | |
| INVESCO CORE PLUS BOND A | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $999K | 3.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $936K | 3.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $898K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $799K | 3.0% | |
| GS SHORT DURATION GOV INST | Registered Investment Companies | — | — | $701K | 2.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $562K | 2.1% | |
| VICTORY INTL SMALL CAP R6 | Registered Investment Companies | — | — | $510K | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $495K | 1.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $411K | 1.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $388K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $367K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $334K | 1.2% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $297K | 1.1% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $288K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $282K | 1.0% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $262K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $144K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $128K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $112K | 0.4% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $31K | 0.1% |
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