Plan Ledger DOL Form 5500 · updated monthly

Hunter Industries Holding Company, LTD401(k)

HUNTER INDUSTRIES HOLDING COMPANY, LTD. 401(K) SAVINGS PLAN · SAN MARCOS, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Hunter Industries Holding Company, LTD reported $8,820 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,127 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.041%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,894th-largest of 5,688 plans among Texas employers on file, and the 1,893rd of 5,337 in construction. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 564 to 633 since 2022.

Plan summary
Net assets, end of year$21,971,443
Participants with balances550
Active participants633
Employer contributions$713,438
Employee contributions$2,013,836
Employer contribution per active participant$1,127
Average account balance$39,948
Benefits paid to participants$3,618,935
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 550 accts · $713K emplr
2023$20.6M · 526 accts · $78K emplr
2022$18.4M · 517 accts · $69K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,820
Total administrative$8,820
The Hunter Industries Holding Company, LTD 401(k) match · 2024
Employer contribution per active participant$1,127
Median for plans this size$2,416
2024$1,127 per active participant
2023$128 per active participant
2022$122 per active participant

Hunter Industries Holding Company, LTD's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$8,820
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,820 · 0.04%
2023$7,968 · 0.04%
2022$8,425 · 0.04%
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Costello, Inc. TX$23.3M · 0.31%
Newmark Homes Houston, LLC TX$23.1M · 0.01%
Stewart Builders, Inc. TX$22.7M · 0.51%
Brazos Paving, Inc. TX$21.5M · 0.00%
The Bosworth Company TX$21.3M · 0.82%
Cody Pools, Inc. TX$20.8M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741781503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.