Retirement plan

HUNT MANAGEMENT INCORPORATED 401(K) PLAN

Name: HUNT MANAGEMENT INCORPORATED - HUNT MANAGEMENT INCORPORATED 401(K) PLAN (2023) Form 5500
Creator: HUNT MANAGEMENT INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNT MANAGEMENT INCORPORATED 401(K) PLAN, HUNT MANAGEMENT INCORPORATED

HUNT MANAGEMENT INCORPORATEDEIN 39-1032881Plan #001PY 2023

10520 N. BAEHR ROAD, SUITE Q - MEQUON, WI 53092262-238-1480huntmanagement.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+29.5% from 2022

Total participants

+6.3% from 2022

Average account balance

$48,717

+21.9% from 2022

Annual return

17.39%

+35.29 pp from 2022

Benchmarks

See 4,117 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,117 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$408 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.714%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,717

$70,684-31.1%

$169,390-71.2%

$75,173-35.2%

Participation rate

100.0%

64.8%+35.2pp

77.2%+22.8pp

67.2%+32.8pp

Annual return

17.39%

36.38%-19.0pp

406.07%-388.7pp

160.72%-143.3pp

Employer contribution / active EE

$2,017

$2,211-8.8%

$4,013-49.7%

$2,671-24.5%

Participant deferral / active EE

$3,719

$4,310-13.7%

$6,222-40.2%

$4,126-9.9%

Admin fee / account holder

$348

$5,404-93.6%

$9,015-96.1%

$5,651-93.8%

HUNT MANAGEMENT INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNT MANAGEMENT INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion