Original filing (PDF)20251013094138NAL0000451187001

Hunt Consolidated, Inc.

Name: Hunt Consolidated, Inc. — Hunt Consolidated, Inc., Form 5500 (2024)
Creator: Hunt Consolidated, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hunt Consolidated, Inc. Fidelity Thrift Plan

401(k) retirement plan · Hunt Consolidated, Inc.'s Hunt Consolidated, Inc. Fidelity Thrift Plan held $415.0M in plan assets for 864 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

17% employer stockCorrective distributions issuedHigh average account balance

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

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUNT CONSOLIDATED, INC..

Plan sponsor

Name

HUNT CONSOLIDATED, INC.

EIN

75-1727234all filings

Address

1900 NORTH AKARD · DALLAS, TX · 75201

Phone

(214) 978-8000

Industry

Mining, Quarrying, Oil & Gas

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$0	—

Advisor / Consultant

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.

Mutual Funds

$218.8M

17 holdings

Common Collective Trusts

$110.6M

2 holdings

Common Stocks

$69.1M

4 holdings

Other securities

$15.9M

3 holdings

Common Collective Trust

$11.6M

2 holdings

					% of plan
Fidelity Management Trust Company FID 500 INDEX -	Common Collective Trusts	—	—	$89.5M	21.6%
Harbor Capital Advisors Inc. Harbor Capital Appreciation Fund -	Common Stocks	—	—	$46.1M	11.1%
Fidelity Management & Research Company Fidelity International Index -	Mutual Funds	—	—	$27.1M	6.5%
The Vanguard Group Vanguard Total Bond Mkt Investment -	Mutual Funds	—	—	$24.6M	5.9%
The Vanguard Group Vanguard Target Return 2050 -	Mutual Funds	—	—	$21.8M	5.3%
The Vanguard Group Vanguard Target Return 2040 -	Mutual Funds	—	—	$21.7M	5.2%
Fidelity Management & Research Company Fidelity Extended Marktet Index Fund -	Common Collective Trusts	—	—	$21.1M	5.1%
The Vanguard Group Vanguard Target Return 2035 -	Mutual Funds	—	—	$18.4M	4.4%
The Vanguard Group Vanguard Target Return 2045 -	Mutual Funds	—	—	$17.3M	4.2%
The Vanguard Group Vanguard Admiral Treasury MM Fund -	Mutual Funds	—	—	$13.6M	3.3%
The Vanguard Group Vanguard Balanced Index Adm -	Mutual Funds	—	—	$13.6M	3.3%
Fiduciary Management Inc. FMI Common Stock Fund -	Common Stocks	—	—	$13.0M	3.1%
The Vanguard Group Vanguard Inst Target Return 2055 -	Mutual Funds	—	—	$11.5M	2.8%
The Vanguard Group Vanguard Inst Target Return 2030 -	Mutual Funds	—	—	$11.2M	2.7%
Fidelity Management Trust Company Fidelity Managed Income Portfolio II -	Mutual Funds	—	—	$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 -	Mutual Funds	—	—	$8.5M	2.0%
Capital Research and Management Company American Funds Europacific Growth -	Mutual Funds	—	—	$8.3M	2.0%
Sound Shore Management Inc. Sound Shore Fund -	Common Stocks	—	—	$7.2M	1.7%
Jackson Square Partners, LLC Jackson Square SMID-CAP Growth Fund -	Other securities	—	—	$6.6M	1.6%
Natixis Funds Loomis Sayles Core Plus Bond Fund N -	Other securities	—	—	$6.6M	1.6%
The Vanguard Group Vanguard Inst Target Return 2060 -	Mutual Funds	—	—	$5.0M	1.2%
J O Hambro Capital Management Ltd. JOHCM Global Emerging Opportunities Fund -	Common Stocks	—	—	$2.8M	0.7%
ranging from January 2024 to October 2033 -	Other securities	—	—	$2.7M	0.7%
The Vanguard Group Vanguard Target Return Income -	Mutual Funds	—	—	$2.3M	0.6%
The Vanguard Group Vanguard Target Return 2020 -	Mutual Funds	—	—	$1.7M	0.4%
The Vanguard Group Vanguard Target Return 2065 -	Mutual Funds	—	—	$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%