Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Hunt Consolidated
Hunt Consolidated 401(k)
- Mining, quarrying, and oil and gas extraction
- Dallas, TX
- EIN 75-1727234
- 1 plan with Schedule H financials
- Plan year 2024
- Hunt Consolidated, Inc.
Filed as negative.Schedule H line 2i(3) is reported as -$2,313. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Hunt Consolidated, Inc. Fidelity Thrift Plan · plan year 2024
$414,971,691
1,137 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013094138NAL0000451187001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013094138NAL0000451187001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 1,137
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013094138NAL0000451187001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013094138NAL0000451187001, received 2025-10-13
Administrative expenses per participant
$217.65
Higher than 92% of the 2,405 plans $250M to 1B that report it.
Source
= $247,471 / 1,137
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013094138NAL0000451187001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013094138NAL0000451187001, received 2025-10-13
Administrative expenses as a share of assets
0.060%
Higher than 41% of the 2,407 plans $250M to 1B that report it.
Source
= $247,471 / $414,971,691
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013094138NAL0000451187001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013094138NAL0000451187001, received 2025-10-13
Employer contributions per participant
$14,993
Higher than 98% of the 2,457 plans $250M to 1B that report it.
Source
= $17,046,518 / 1,137
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013094138NAL0000451187001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013094138NAL0000451187001, received 2025-10-13
Employer share of total contributions
58.8%
Higher than 96% of the 2,459 plans $250M to 1B that report it.
Source
= $17,046,518 / $29,012,318
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013094138NAL0000451187001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013094138NAL0000451187001, received 2025-10-13
Plan terms, as stated in Hunt Consolidated, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013094138NAL0000451187001, received 2025-10-13
Full record, Hunt Consolidated, Inc. Fidelity Thrift Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HUNT CONSOLIDATED, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Plan name | HUNT CONSOLIDATED, INC. FIDELITY THRIFT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Sponsor EIN / plan number | 75-1727234 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Industry (business code) | 211130, Mining, quarrying, and oil and gas extraction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Participants, beginning of year | 1,205 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Active participants | 864 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Participants, end of year | 1,177 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Participants with an account balance | 1,137 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total assets, beginning of year | $376,212,847 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total assets, end of year | $414,971,691 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Net assets, end of year | $414,971,691 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total income | $83,393,015 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Net income | $38,758,844 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Employer contributions | $17,046,518 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Participant contributions | $11,769,649 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $196,151 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total contributions | $29,012,318 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Benefit payments | $43,893,230 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $44,634,171 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Total administrative expenses | $247,471 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Recordkeeping fees | -$2,313 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Investment advisory and management fees | $249,784 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Held in common/collective trusts | $11,561,012 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Held in mutual funds | $387,052,411 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013094138NAL0000451187001, received 2025-10-13 |
| Independent auditor | WHITLEY PENN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013094138NAL0000451187001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013094138NAL0000451187001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | 27 Investment advisory (plan) | $249,784 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013094138NAL0000451187001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $376,212,847 | $414,971,691 | 10.3% |
| Participants with a balance | 1,178 | 1,137 | -3.5% |
| Administrative expenses | $283,623 | $247,471 | -12.7% |
| Recordkeeping fees per participant | $47.05 | not reported | |
| Employer contributions | $17,234,910 | $17,046,518 | -1.1% |
Prior filing 20240911094914NAL0004156291001, received 2024-09-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: HUNT CONSOLIDATED, INC.; SEC registrant: Hunt Consolidated, Inc. (CIK 1631638, matched by EIN).