Filings through Sep 24, 2026.

Retirement plan

Hugh M. Cunningham, Inc. Employees 401(k) Plan

Name: HUGH M. CUNNINGHAM, INC. - HUGH M. CUNNINGHAM, INC. EMPLOYEES 401(K) PLAN (2024) Form 5500
Creator: HUGH M. CUNNINGHAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUGH M. CUNNINGHAM, INC. EMPLOYEES 401(K) PLAN, HUGH M. CUNNINGHAM, INC.

Hugh M. Cunningham, Inc.EIN 75-1677069Plan #001PY 2024

2029 WESTGATE DRIVE SUITE 120 - CARROLLTON, TX 75006972-888-3800hughcunningham.comLinkedIn51-200 employeesconstruction

Prospect flagsFew collective trustsFund lineup: 18 funds, $15.3M

How to read this page

Total assets (EOY)

$15.5M

+14.3% from 2023

Total participants

234

+15.8% from 2023

Average account balance

$75,709

+0.9% from 2023

Annual return

17.71%

+0.62 pp from 2023

Benchmarks

See 2,355 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,355 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$18,534
KHA ACCOUNTANTS PLLC4 years Service code 99 4880 LONG PRAIRIE RD STE 100 · FLOWER MOUND, TX 75028	Other Fees	$15,000
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$10,553

Fund lineup

CSV with Pro

18 funds of $250K or more; 20 lines in all, holding $15.3M of the plan's $15.5M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds43%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series19%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
EI Fixed Account - Series Class IV Manager not matched · Insurance contract	Not yet matched	Insurance contract	$4.2M	27.7%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages	Vanguard	Mutual fund	$2.9M	18.7%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.2M	8.0%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$942K	6.2%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$898K	5.9%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$786K	5.1%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$769K	5.0%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$658K	4.3%
Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$581K	3.8%
Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$498K	3.3%

See the other 10 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$44K

$253 / participant

Recordkeeping$19K42.0%
Investment mgmt$11K23.9%
Other / not subdivided$15K34.0%

% of EOY assets

0.284%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: KHA ACCOUNTS, PLLC.
Auditor EIN: 814277254
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$18,534

KHA ACCOUNTANTS PLLC4 years

Service code 99

4880 LONG PRAIRIE RD STE 100 · FLOWER MOUND, TX 75028

Other Fees

$15,000

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$10,553

Fund

Dollars

% of funds%

EI Fixed Account - Series Class IV

Manager not matched · Insurance contract

$4.2M

27.7%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 12 vintages

$2.9M

18.7%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.2M

8.0%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

$942K

6.2%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$898K

5.9%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$786K

5.1%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$769K

5.0%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$658K

4.3%

Fidelity Diversified International Fund Class K

Fidelity (FMR) · Mutual fund

$581K

3.8%

Vanguard LifeStrategy 60/40 Fund Investor Shares

Vanguard · Mutual fund

$498K

3.3%

Hugh M. Cunningham, Inc. Employees 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Hugh M. Cunningham, Inc. Employees 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion