Department of Labor filing

HUNT VALLEY HOLDINGS LLC

FUNDAMENTAL RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

29filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$10

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

8,516

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$42 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 63% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202429out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions14th percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense63rd percentileTypical peer $54 · based on 242 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HUNT VALLEY HOLDINGS LLC reported $82,285 in employer contributions across the plan and 8,516 active participants. That works out to $10 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 2.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context29/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $82,285
Participant contributions: $13,744,251
Other contributions: $722,908
Employer share of reported contributions: 0.6%
Beginning assets: $111,521,097
Ending assets: $122,467,999
Ending net assets: $122,467,999
Ending liabilities: Not reported
Total income: $27,990,611
Total expenses: $17,043,709
Administrative expenses: $502,484
Participant loans: $2,289,498

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

Not reported

2023

Not reported

2024

$10

Plan-paid administrative expenses per participant

2022

$41

2023

$44

2024

$42

Active participants

2022

7,282

2023

8,194

2024

8,516

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10	8,516	122.5M	20251014065147NAL0002230577002
2023	Not reported	8,194	111.5M	20241009105954NAL0010544563001
2022	Not reported	7,282	98.6M	20231016160312NAL0025351507001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 204005037-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1993
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014065147NAL0002230577002

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗