Retirement plan

HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN

Name: HUNTON ANDREWS KURTH LLP - HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: HUNTON ANDREWS KURTH LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN, HUNTON ANDREWS KURTH LLP

HUNTON ANDREWS KURTH LLPEIN 54-0572269Plan #003PY 2025

951 E. BYRD STREET, C/O COURTNEY S. BARRACK - RICHMOND, VA 232194074804-788-8305

Other plans on this EIN

2 filings

#051Retirement-$89.8M assets #001Retirement-$11.3M assets

Prospect flagsLow returnsHigh assets / participant

Top hat statement on fileNQDC

Filed October 25, 2021

Plan administrator

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951 E. Byrd Street

Richmond, VA 23219

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Plans declared (1)

Hunton Andrews Kurth LLP Additional Deferral Election Plan11 emp

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Total assets (EOY)

$1326.4M

-6.7% from 2017

Total participants

2,562

-0.1% from 2017

Average account balance

$535,495

-7.1% from 2017

Annual return

6.28%

-15.14 pp from 2017

Benchmarks

See 356 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort356 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33B

Not enough data

1 years with asset history on file

Average account balance

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

$535K

Not enough data

1 years with per-participant data

Participants with account balance

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

2,477

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$140,898
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$114,912
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 22-2232264	Advisory (Plan)	$95,000
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323	Advisory (Participants)	$17,700
KEITER10+ years Service code 10 · EIN 54-1631262	Accounting	$17,600
FIDELITY INVESTMENTS INSTITUTIONAL6 years Service code 37 · EIN 04-2647786	Loan Processing	-$317,199

Plan features & details

Pension benefit codes3F2A2E2F2J2S2G2T3B2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$69K

$47 / participant

Investment mgmt$369K534.8%
Contract admin$2K2.2%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KEITER
Auditor EIN: 541631262
Audit fees: $17,600
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$535,495

$85,660+525.1%

$182,262+193.8%

$85,660+525.1%

Participation rate

94.2%

74.8%+19.4pp

84.2%+10.0pp

74.8%+19.4pp

Annual return

6.28%

19.52%-13.2pp

140.60%-134.3pp

19.52%-13.2pp

Employer contribution / active EE

$13,670

$4,199+225.6%

$5,046+170.9%

$4,199+225.6%

Participant deferral / active EE

$16,727

$3,518+375.4%

$8,276+102.1%

$3,518+375.4%

Admin fee / account holder

$28

$224-87.6%

$16,712-99.8%

$224-87.6%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$140,898

FINANCIAL ENGINES10+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$114,912

AON CONSULTING3 years

Filed as: AON INVESTMENTS USA INC

Service code 27 · EIN 22-2232264

Advisory (Plan)

$95,000

FINANCIAL ENGINES6 years

Filed as: EDELMAN FINANCIAL ENGINES, LLC

Service code 26 · EIN 94-3250323

Advisory (Participants)

$17,700

KEITER10+ years

Service code 10 · EIN 54-1631262

Accounting

$17,600

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Service code 37 · EIN 04-2647786

Loan Processing

-$317,199

HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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