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Original filing (PDF)20250930144758NAL0013388640001
HUNT & HENRIQUES,LLP
Form 5500
FILING_RECEIVED
HUNT & HENRIQUES,LLP 401(K) PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
117
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT & HENRIQUES,LLP.
Plan sponsor
Name
HUNT & HENRIQUES,LLP
EIN
77-0051455
Address
151 BERNAL RD STE 8 · SAN JOSE, CA · 95119
Phone
(408) 362-2288
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
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMART INVESTOR | 48-1289192 | — | NONE | $52K | — |
| THE RETIREMENT PLAN COMPANY, LLC | 38-3712991 | — | NONE | $29K | — |
| MATRIX | 75-3182674 | NEW YORK, NY | NONE | $7K | — |
Investments
16 direct securities· $15.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors U.S. High Relative Profitability Portfolio | — | — | — | $2.0M | 12.7% | |
| Dimensional Fund Advisors Investment Grade Portfolio | — | — | — | $2.0M | 12.6% | |
| Dimensional Fund Advisors U.S. Vector Equity Portfolio Fund | — | — | — | $2.0M | 12.5% | |
| Dimensional Fund Advisors International Core Equity Fund | — | — | — | $1.7M | 11.0% | |
| Dimensional Fund Advisors U.S. Large Cap Value Portfolio Fund | — | — | — | $1.6M | 10.6% | |
| Dimensional Fund Advisors Short Term Extended Quality | — | — | — | $981K | 6.3% | |
| Dimensional Fund Advisors Global Core Plus Fixed Income Portfolio | — | — | — | $975K | 6.3% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio | — | — | — | $971K | 6.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund | — | — | — | $826K | 5.3% | |
| Dimensional Fund Advisors International Value Fund | — | — | — | $773K | 5.0% | |
| Dimensional Fund Advisors Global Real Estate Securities | — | — | — | $556K | 3.6% | |
| Dimensional Fund Advisors International Small Cap Value Fund | — | — | — | $548K | 3.5% | |
| Federated Hermes Treasury Obligations Fund | — | — | — | $308K | 2.0% | |
| Participants Participant Loans Rates from 4.25% - 8.50% - | — | — | — | $39K | 0.2% | |
| AllianceBernstein Fixed Income Money Market Fund | — | — | — | $8K | <0.1% | |
| BANC Master Deposit Account Fund | — | — | — | $6K | <0.1% |
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