Hunt Consolidated, Inc. Fidelity Pension Plan
Sponsored by Hunt Consolidated, Inc. · EIN 751727234 · Plan #001
- Total assets
- $222M
- Net assets
- $222M
- Active participants
- 202
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Hs Management Partners, Llc CRD 145480 | deterministic · 100% | 2024 |
| Vaughan Nelson Investment Management, L.P. CRD 106975 | fuzzy_auto · 94% | 2024 |
| Edgbaston Investment Partners Llp CRD 148364 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Advisory | Investment advisory (plan), Direct payment from the plan | $352,451 |
| Fid Inv Inst Ops Co | Actuarial, Direct payment from the plan | $352,447 |
| Northern Trust Company | Recordkeeping, Direct payment from the plan, Float revenue | $203,869 |
| Hs Management Partners, Llc | Investment advisory (plan), Direct payment from the plan | $86,123 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $36,091 |
| Vaughan Nelson Investment Mgmt In | Investment advisory (plan), Direct payment from the plan | $33,100 |
| Arrowstreet | Investment advisory (plan), Direct payment from the plan | $32,579 |
| Edgbaston Investment | Investment advisory (plan), Direct payment from the plan | $20,344 |