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Original filing (PDF)20251007154135NAL0011703842001
HART INTERCIVIC, INC.
Form 5500
FILING_RECEIVED
HART INTERCIVIC, INC. 401 (K) PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
171
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: FLEXPATH INDEXPLUS MODERATE 2035 FUND (extraction pending)]" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HART INTERCIVIC, INC..
Plan sponsor
Name
HART INTERCIVIC, INC.
EIN
95-3248916
Address
3800 QUICK HILL ROAD, BLDG 1, 200 · AUSTIN, TX · 78728
Phone
(512) 252-6400
Industry
Professional & Technical Servicessee 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
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ATCHLEY & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | OMAHA, NE | SERVICE PROVIDER | $0 | — |
Investments
2 direct securities · 18 pooled funds· $12.4M(68% 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
$12.3M
18 holdings
Uncategorized
$142K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $5.0M | 27.4% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.6M | 13.9% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2.6M | 13.9% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND- WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $711K | 3.9% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $626K | 3.4% | |
| BLACKROCK U.S. DEBT INDEX FUND - CL WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $208K | $225K | 1.2% | |
| FLEX PATH INDEX + CONSERVATIVE 2035 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 233 | Common Collective Trust | — | — | $140K | 0.8% | |
| [DFE: FLEXPATH INDEXPLUS CONSERVATIVE RETIREMENT FUND (extraction pending)] | — | — | — | $136K | 0.7% | |
| FLEXPATH CONSER RET FUND WILMINGTON TRUST RET AND INS SVC · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $136K | 0.7% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $75K | 0.4% | |
| FLEXPATH INDEX CON 2045 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $62K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $59K | 0.3% | |
| FLEXPATH INDEXAND MO 2065 FUND WILMINGTON TRUSTRET AND INST SERV · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $53K | 0.3% | |
| BLACKROCK EAFE EQ INDEX FUND - CLA WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $36K | $40K | 0.2% | |
| [DFE: FLEXPATH INDEXPLUS CONSERVATIVE 2055 FUND (extraction pending)] | — | — | — | $5K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE RET R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX CON 2055 R1 WILMINGTON TRUST RETIREMENT AND INST SERV CO · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
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