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Original filing (PDF)20251013094138NAL0000451187001
HUNT CONSOLIDATED, INC.
Form 5500
FILING_RECEIVED
HUNT CONSOLIDATED, INC. FIDELITY THRIFT PLAN
401(k) retirement plan
Active participants
864
Accounts w/ balance
1,137
Plan assets (EOY)
$415.0M
Net assets (EOY)
$415.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT CONSOLIDATED, INC..
Plan sponsor
Name
HUNT CONSOLIDATED, INC.
EIN
75-1727234
Address
1900 NORTH AKARD · DALLAS, TX · 75201
Phone
(214) 978-8000
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
FIDELITY THRIFT PLAN ADMIN. COMM.
EIN
75-1556763
City
DALLAS, TX
Phone
(214) 978-8000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $250K | — |
Investments
26 direct securities · 2 pooled funds· $425.8M(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
$414.3M
26 holdings
Common Collective Trust
$11.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID 500 INDEX - | — | — | — | $89.5M | 21.6% | |
| Harbor Capital Advisors Inc. Harbor Capital Appreciation Fund - | — | — | — | $46.1M | 11.1% | |
| Fidelity Management & Research Company Fidelity International Index - | — | — | — | $27.1M | 6.5% | |
| The Vanguard Group Vanguard Total Bond Mkt Investment - | — | — | — | $24.6M | 5.9% | |
| The Vanguard Group Vanguard Target Return 2050 - | — | — | — | $21.8M | 5.3% | |
| The Vanguard Group Vanguard Target Return 2040 - | — | — | — | $21.7M | 5.2% | |
| Fidelity Management & Research Company Fidelity Extended Marktet Index Fund - | — | — | — | $21.1M | 5.1% | |
| The Vanguard Group Vanguard Target Return 2035 - | — | — | — | $18.4M | 4.4% | |
| The Vanguard Group Vanguard Target Return 2045 - | — | — | — | $17.3M | 4.2% | |
| The Vanguard Group Vanguard Admiral Treasury MM Fund - | — | — | — | $13.6M | 3.3% | |
| The Vanguard Group Vanguard Balanced Index Adm - | — | — | — | $13.6M | 3.3% | |
| Fiduciary Management Inc. FMI Common Stock Fund - | — | — | — | $13.0M | 3.1% | |
| The Vanguard Group Vanguard Inst Target Return 2055 - | — | — | — | $11.5M | 2.8% | |
| The Vanguard Group Vanguard Inst Target Return 2030 - | — | — | — | $11.2M | 2.7% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio II - | — | — | — | $10.9M | 2.6% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $10.9M | 2.6% | |
| The Vanguard Group Vanguad Target Return 2025 - | — | — | — | $8.5M | 2.0% | |
| Capital Research and Management Company American Funds Europacific Growth - | — | — | — | $8.3M | 2.0% | |
| Sound Shore Management Inc. Sound Shore Fund - | — | — | — | $7.2M | 1.7% | |
| Jackson Square Partners, LLC Jackson Square SMID-CAP Growth Fund - | — | — | — | $6.6M | 1.6% | |
| Natixis Funds Loomis Sayles Core Plus Bond Fund N - | — | — | — | $6.6M | 1.6% | |
| The Vanguard Group Vanguard Inst Target Return 2060 - | — | — | — | $5.0M | 1.2% | |
| J O Hambro Capital Management Ltd. JOHCM Global Emerging Opportunities Fund - | — | — | — | $2.8M | 0.7% | |
| ranging from January 2024 to October 2033 - | — | — | — | $2.7M | 0.7% | |
| The Vanguard Group Vanguard Target Return Income - | — | — | — | $2.3M | 0.6% | |
| The Vanguard Group Vanguard Target Return 2020 - | — | — | — | $1.7M | 0.4% | |
| The Vanguard Group Vanguard Target Return 2065 - | — | — | — | $1.4M | 0.3% | |
| PRINCIPAL DIVERSIFIED REAL ASSET CI PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $685K | 0.2% |