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Original filing (PDF)20250728100752NAL0001837649001
HUNTER-DAVISSON, INC.
Form 5500
FILING_RECEIVED
HUNTER-DAVISSON, INC. 401(K) TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
173
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
31 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 HUNTER-DAVISSON, INC..
Plan sponsor
Name
HUNTER-DAVISSON, INC.
EIN
93-0549473
Address
1800 SE PERSHING STREET · PORTLAND, OR · 97202
Phone
(503) 234-0477
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-07-28
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTEL WEALTH ADVISORS | 91-2092070 | — | NONE | $27K | — |
| STANCCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12K | — |
Investments
29 direct securities· $19.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm 5,621 shares | — | — | — | $3.1M | 15.7% | |
| JPMorgan Large Cap Growth R6 24,681 shares | — | — | — | $2.1M | 10.6% | |
| Dodge & Cox Income 135,741 shares | — | — | — | $1.7M | 8.6% | |
| Vanguard Equity-Income Adm 18,627 shares | — | — | — | $1.6M | 8.4% | |
| Standard Stable Asset A 46,258 shares | — | — | — | $1.6M | 8.3% | |
| American Funds Europacific Gr R6 29,786 shares | — | — | — | $1.6M | 8.2% | |
| Vanguard Small Cap Index Adm 11,202 shares | — | — | — | $1.3M | 6.6% | |
| Vanguard Information Technology Idx Adm 3,025 shares | — | — | — | $963K | 4.9% | |
| Vanguard Developed Markets Idx Adm 60,413 shares | — | — | — | $928K | 4.8% | |
| Vanguard Mid-Cap Growth Index Adm 6,513 shares | — | — | — | $712K | 3.7% | |
| Vanguard Target Retirement 2045 Inv 17,844 shares | — | — | — | $529K | 2.7% | |
| Vanguard Mid Cap Index Adm 1,601 shares | — | — | — | $523K | 2.7% | |
| Vanguard Interm-Term Bond Index Adm 43,506 shares | — | — | — | $441K | 2.3% | |
| Vanguard Mid-Cap Value Index Adm 5,020 shares | — | — | — | $421K | 2.2% | |
| American Funds American Balanced R6 9,704 shares | — | — | — | $333K | 1.7% | |
| Vanguard Target Retirement 2035 Inv 13,846 shares | — | — | — | $332K | 1.7% | |
| Cohen & Steers Instl Realty Shares 6,266 shares | — | — | — | $300K | 1.5% | |
| Vanguard Target Retirement 2055 Inv 4,455 shares | — | — | — | $248K | 1.3% | |
| Vanguard Target Retirement 2060 Inv 4,070 shares | — | — | — | $209K | 1.1% | |
| August 2041 -0- | — | — | — | $144K | 0.7% | |
| Vanguard Target Retirement 2025 Inv 7,090 shares | — | — | — | $133K | 0.7% | |
| American Funds Capital World G/I R6 1,619 shares | — | — | — | $103K | 0.5% | |
| Vanguard Target Retirement 2065 Inv 2,923 shares | — | — | — | $98K | 0.5% | |
| American Funds New Perspective R6 1,363 shares | — | — | — | $85K | 0.4% | |
| Fidelity US Sustainability Index Fund 604 shares | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Inv 422 shares | — | — | — | $11K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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