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Original filing (PDF)20250916125503NAL0001884177001

HUNTER CONTRACTING CO., INC.

Form 5500
FILING_RECEIVED
HUNTER CONTRACTING CO. INC. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
553
Accounts w/ balance
668
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
94 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
  • 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTER CONTRACTING CO., INC..
Plan sponsor
Name
HUNTER CONTRACTING CO., INC.
EIN
86-0172434
Address
701 NORTH COOPER ROAD · GILBERT, AZ · 85233
Phone
(480) 892-0521
Industry
Constructionsee 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
2025-09-16
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
PRICE KONG & CO., C.P.A.S, P.A.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$58K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UNITED PLANNERS FINANCIAL SERVICES86-0588303INVESTMENT ADVISOR$34K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
PRICE KONG & CO86-0611246AUDITOR$13K

Investments

29 direct securities · 94 pooled funds· $22.5M(93% 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.

Common Collective Trust
$13.4M
11 holdings
Uncategorized
$9.0M
28 holdings
Mutual Funds
$83K
1 holding
Pooled Separate Account
$0
83 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
John Hancock Trust Company LLC Fidelity 500 Index Fd -$3.7M15.2%
JH TRUST COMPANY LIFETIME BLEND 203
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 019
Common Collective Trust
$3.6M15.0%
JH TRUST COMPANY LIFETIME BLEND 203
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 020
Common Collective Trust
$2.9M12.1%
JH TRUST COMPANY LIFETIME BLEND 202
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 018
Common Collective Trust
$2.2M9.2%
John Hancock Trust Company LLC JP Morgan Large Growth R6 -$1.4M5.8%
JH TRUST COMPANY LIFETIME BLEND 204
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 022
Common Collective Trust
$972K4.0%
JH TRUST COMPANY LIFETIME BLEND 204
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 021
Common Collective Trust
$912K3.8%
JH TRUST COMPANY LIFETIME BLEND 205
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 023
Common Collective Trust
$734K3.0%
John Hancock Trust Company LLC Vanguard Growth Index Fd Adm -$686K2.8%
JH TRUST COMPANY LIFETIME BLEND 206
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 025
Common Collective Trust
$509K2.1%
Participant Loans 4.25% to 9.50% -$507K2.1%
JH TRUST COMPANY LIFETIME BLEND 201
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 015
Common Collective Trust
$467K1.9%
JH TRUST COMPANY LIFETIME BLEND 202
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 017
Common Collective Trust
$428K1.8%
JH TRUST COMPANY LIFETIME BLEND 205
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 024
Common Collective Trust
$386K1.6%
John Hancock Trust Company LLC Vanguard Info Tech Idx Admiral -$308K1.3%
JH TRUST COMPANY LIFETIME BLEND 206
JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 026
Common Collective Trust
$272K1.1%
John Hancock Trust Company LLC JP Morgan US Research Eqty R6 -$264K1.1%
John Hancock Trust Company LLC PGIM Jennison Mid Cp Growth R6 -$234K1.0%
John Hancock Trust Company LLC DFA US Small Cap Port Inst -$221K0.9%
John Hancock Trust Company LLC BNY Mellon Dynamic Value I -$202K0.8%
John Hancock Trust Company LLC Vanguard Strategic Equity -$186K0.8%
John Hancock Trust Company LLC Dodge Cox Global Stock X -$177K0.7%
Money Market Funds * John Hancock Trust Company LLC JPMorgan US Govt MMkt Cap Cl -$153K0.6%
John Hancock Trust Company LLC Goldman Sachs Grwth Strat Prt -$138K0.6%
John Hancock Trust Company LLC Vanguard Health Care Idx Adm -$129K0.5%
John Hancock Trust Company LLC Vanguard Fed Money Market -$111K0.5%
John Hancock Trust Company LLC Invesco SC Value Fund R6 -$103K0.4%
John Hancock Trust Company LLC Vanguard Selected Value Fd Inv -$98K0.4%
with Registered Investment Companies * John Hancock Trust Company LLC American High Income Trust R6 -
Mutual Funds
$83K0.3%
John Hancock Trust Company LLC Vanguard Core Bond Admiral -$71K0.3%
John Hancock Trust Company LLC Neuberger Ber Strat Income R6 -$70K0.3%
John Hancock Trust Company LLC Dodge & Cox Income Fund X -$58K0.2%
John Hancock Trust Company LLC American Funds U.S. Gov Sec R6 -$44K0.2%
John Hancock Trust Company LLC Hartford Intl Value R6 -$37K0.2%
John Hancock Trust Company LLC Northern Global Sustain Idx I -$35K0.1%
John Hancock Trust Company LLC Fidelity Advisor Utilities Z -$20K<0.1%
John Hancock Trust Company LLC Vanguard Explorer Fund Adm -$18K<0.1%
John Hancock Trust Company LLC DFA Emerging Mkts Value Inst -$17K<0.1%
John Hancock Trust Company LLC Vanguard ST Inf Pr Sec Idx Adm -$17K<0.1%
John Hancock Trust Company LLC Dodge Cox Global Bond X -$2K<0.1%
VANGUARD MID-CAP GROWTH ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
MONEY MARKET FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2055 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2050 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2045 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2040 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2035 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2030 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2025 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2020 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2010 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER AGGRESSIVE LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER GROWTH LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER BALANCED LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER MODERATE LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER CONSERV LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AMERICAN CENTURY HERITAGE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
DFA EMERGING MARKETS VALUE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
DFA US TARGETED VALUE FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
DFA U.S. SMALL CAP FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FINANCIAL INDUSTRIES FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FRANKLIN SMALL-MID GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
INVESCO SMALL CAP GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JOHN HANCOCK MID CAP GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
KEELEY SMALL CAP DIVIDEND VAL
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
MID CAP INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
MID VALUE FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
NEW OPPORTUNITIES FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
REAL EST. SECURITIES FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
SCIENCE & TECHNOLOGY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
SMALL CAP INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
SMALL CAP STOCK FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
T. ROWE PRICE HEALTH SCI
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
T. ROWE PRICE SCI & TECH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
T. ROWE PRICE SML CAP VAL
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD ENERGY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2065 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD MID-CAP VALUE ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD SMALL CAP GROW INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD SMALL CAP VALUE INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
500 INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
CAPITAL WORLD GROWTH & INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AMERICAN FUNDS EUROPAC GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AMERICAN FUNDS FUNDAMENTAL INV
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AMERICAN FUNDS NEW PERSPECTIVE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AF THE GROWTH FUND OF AMERICA
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
WASHINGTON MUTUAL INVESTORS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
BLUE CHIP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
CAPITAL APPRECIATION FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
CLEARBRIDGE AGGRESSIVE GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
DFA INTERNATIONA VALUE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FIDELITY ADV NEW INSIGHTS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
MUTUAL GLOBAL DISCOVERY
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FUNDAMENTAL ALL CAP CORE FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FUNDAMENTAL LARGE CAP VALUE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
INTL EQUITY INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
INVESCO EQV INTL EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
INVESCO GLOBAL FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JOHN HANCOCK DISCIPLINED VALUE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JOHN HANCOCK INTL GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JOHN HANCOCK U.S. GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JPMORGAN U.S. EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
T. ROWE PRICE EQUITY INC
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
TOTAL STOCK MARKET INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD GROWTH INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VANGUARD VALUE INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
VICTORY DIVERSIFIED STOCK
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AF AMERICAN BALANCED FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AF CAPITAL INCOME BUILDER
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AF THE INCOME FUND OF AMERICA
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
BLACKROCK GLOBAL ALLOCATION
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
MFS UTILITIES FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
PIMCO ALL ASSET
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FRANKLIN GLOBAL ALLOCATION
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
AF US GOVERNMENT SECURITIES
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
HIGH YIELD FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
FIDELITY ADVISOR TOTAL BOND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
OPPORTUNISTIC FIXED INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
PIMCO REAL RETURN
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
STRATEGIC INCOME OPP FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
T. ROWE PRICE SPECTRUM INC
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
TOTAL BOND MARKET FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%
JH MULTIMANAGER 2060 LIFETIME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%

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