Sponsor portfolio

THE HAWTHORN GROUP, INC.

EIN 74-3073830Latest filing 2025

Plans

Retirement

$66.6M assets

Welfare

$1.1M premiums

Participants

4,631

808 NORTH 161ST EAST AVENUE - TULSA, OK 74116918-234-8000

Plans on this EIN

3 filings

#001401k-$63.7M - 1,918 part #002ESOP-$2.9M - 1,154 part #501Mixed-$1.1M - 1,556 lives

Retirement portfolio analytics

2 plans aggregated / $66.6M assets / 3,072 participants

Assets by plan

Share of aggregate retirement assets

96%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

96%top

INTRUST BANK, N.A.96%
(Not disclosed)4%

Participants by plan

Active + retired + deferred vested

PROFIT SHARING PLAN (#001)1,918
EMPLOYEE STOCK OWNERSHIP (#002)1,154

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$1.1M
Short-term disability$1.1M
Long-term disability$1.1M
Other$1.1M

Carrier market share

Premium dollars by Schedule A carrier

Bundled

100%top

STANDARD INSURANCE COMPANY100%

Broker market share

Schedule A broker compensation

Split broker

84%top

LOCKTON COMPANIES, LLC84%
UKG INC16%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

MELTON TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$63.7M

Participants1,918

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

OAKTREE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.9M

Participants1,154

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501