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Original filing (PDF)20251003132409NAL0000874387001
HINES INTERESTS LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,799
Accounts w/ balance
4,401
Plan assets (EOY)
$873.2M
Net assets (EOY)
$873.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
33 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 HINES INTERESTS LIMITED PARTNERSHIP.
Plan sponsor
Name
HINES INTERESTS LIMITED PARTNERSHIP
EIN
76-0293595
Address
845 TEXAS AVENUE · STE 3300 · HOUSTON, TX · 77002
Phone
(713) 621-8000
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $237K | — |
| PRIME CAPITAL INVESTMENT ADVISORS | — | WICHITA, KS | NONE | $70K | — |
| THE LAMPO GROUP, INC. | — | BRENTWOOD, TN | NONE | $35K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $33K | — |
| WEAVER AND TIDWELL, LLP | — | FORT WORTH, TX | NONE | $17K | — |
Investments
17 direct securities · 16 pooled funds· $867.0M(99% 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
$435.5M
17 holdings
Common Collective Trust
$431.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund - | — | — | — | $95.1M | 10.9% | |
| JP MORGAN LARGE CAP GROWTH R6 Mutual Fund - | — | — | — | $73.0M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $66.2M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $61.0M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $56.2M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $51.3M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $50.2M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $45.0M | 5.2% | |
| TRP Mid-cap Growth Fund Mutual Fund - | — | — | — | $44.3M | 5.1% | |
| TRP New Horizons Fund Mutual Fund - | — | — | — | $39.9M | 4.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $33.8M | 3.9% | |
| JP MORGAN EQUITY INCOME R6 Mutual Fund - | — | — | — | $33.1M | 3.8% | |
| MFS INTL DIVERSIFICATION R6 Mutual Fund - | — | — | — | $26.5M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.8M | 2.9% | |
| TRP Balanced Fund Mutual Fund - | — | — | — | $21.4M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $20.7M | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund - | — | — | — | $19.8M | 2.3% | |
| Dodge & Cox Income Fund Mutual Fund - | — | — | — | $18.1M | 2.1% | |
| TRP U.S. Treasury Money Fund Mutual Fund - | — | — | — | $17.3M | 2.0% | |
| TRP Spectrum Income Fund Mutual Fund - | — | — | — | $13.5M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.8M | 1.3% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund - | — | — | — | $10.6M | 1.2% | |
| American Beacon Small Cap Value Mutual Fund - | — | — | — | $8.7M | 1.0% | |
| ISHARES MSCI TTL INTL INDEX K Mutual Fund - | — | — | — | $7.1M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund - | — | — | — | $2.9M | 0.3% | |
| Fidelity Large Cap Value Index Fund Mutual Fund - | — | — | — | $2.5M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.2% | |
| Victory Sycamore Established Value Fund R6 Mutual Fund - | — | — | — | $1.7M | 0.2% | |
| NEUBERGER BERMAN SM CAP GR TR GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $1.0M | 0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $659K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $371K | <0.1% |