How big is Hunter Wealth Mgmt's plan?

Hunter Wealth Mgmt's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260414110717NAL0018404401001

Hunter Wealth Mgmt

Name: Hunter Wealth Mgmt — Hunter Wealth Mgmt 401(k), Form 5500 (2025)
Creator: Hunter Wealth Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hunter Wealth Mgmt 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hunter Wealth Mgmt's Hunter Wealth Mgmt 401(k) Profit Sharing Plan & Trust held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

James Lee Hunter signed Hunter Wealth Mgmt's 2025 Form 5500 as plan administrator.

James Lee Hunter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hunter Wealth Mgmt's EIN is 82-1387455.

EIN 82-1387455

Plan number 001

Plan year 2025

ACK ID 20260414110717NAL0018404401001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hunter Wealth Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hunter Wealth Mgmt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUNTER WEALTH MGMT.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score