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Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Hunnex and Shoemaker, Inc.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

70plans naming this provider
29,370participant records in those plans
$896Kcompensation reported, direct and indirect
$30.09median reported per participant68 plans with an amount

Hunnex and Shoemaker, Inc. is named as a service provider on the Schedule C of 70 retirement plans with 100 or more participants for plan year 2024, covering 29,370 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $896K. Per plan, the median was $30.09 per participant, with the middle half of plans between $14.52 and $49.46. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Washington (55), Arizona (5) and Illinois (2).

In 2009 it appeared on 5 such filings; in 2024, 71. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$14.52$30.09$49.46
Compensation as a share of plan net assets0.04%0.08%0.14%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 52010: 82011: 102012: 102013: 102014: 122015: 202016: 262017: 342018: 412019: 502020: 562021: 622022: 702023: 722024: 715727120092012201620202024
Plans with 100+ participants naming this provider
2009: $55K2010: $120K2011: $125K2012: $155K2013: $137K2014: $164K2015: $183K2016: $249K2017: $453K2018: $490K2019: $407K2020: $478K2021: $551K2022: $710K2023: $884K2024: $896K$55K$896K20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Contract Administrator40
Other services13
Recordkeeping and information management13
Participant loan processing11
Investment advisory (plan)4
Plan Administrator2

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Mark Anthony Group 401(k) PlanMark Anthony Brands Inc.IL1,642$79.5M$78K
Molecular Epidemiology, Inc. 401(k) Profit Sharing PlanMolecular Epidemiology, Inc.WA1,630$34.0M$34K
Keller Supply Company Profit Sharing 401(k) PlanKeller Supply CompanyWA1,404$67.6M$71K
Ta Group Holdings 401(k) PlanNuwest Group Holdings, LLCWA1,241$25.1M$8,809
American Seafoods Group 401(k) PlanAmerican Seafoods Group, LLC.WA1,077$54.5M$33K
Transgroup 401(k) Profit Sharing Plan and TrustTransgroup Express, LLCWA905$28.3M$4,100
North Pacific Seafoods 401(k) Savings PlanNorth Pacific Seafoods, Inc.WA903$30.3M$226
Port Madison Enterprises 401(k) PlanPort Madison EnterprisesWA861$41.5M$31K
Til Gaming, LLC 401(k) PlanTil Gaming, LLCWA840$2.1M$416
Angel of the Winds Casino 401(k) PlanAngel of the Winds CasinoWA838$21.3M$16K
Lush 401(k) Savings PlanLush Handmade Cosmetics LLC.AZ788$8.1M$8,170
Columbia Valley Community Health Retirement PlanColumbia Valley Community HealthWA777$34.2M$28K
Frontier Door & Cabinet, Inc. 401(k) PlanFrontier Door & Cabinet, Inc.WA752$3.6M$14K
Haselwood Auto Group 401(k) PlanHaselwood Auto GroupWA740$31.4M$48K
Bud Clary Automotive Group 401(k) PlanBud Clary Chevrolet, Inc.WA686$16.0M$45K
Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and TrustMonson Fruit Co., Inc.WA684$6.8M$3,850
Security Plus Retirement Savings PlanEvergreen Moneysource Mortgage Company DBA Evergreen Home LoansWA657$60.9M$7,460
Rairdon Auto Group 401(k) PlanCjok, Inc. DBA Rairdon's Dodge Chrysler Jeep of KirklandWA631$13.9M$19K
Bluum 401(k) PlanBluum USA, Inc.AZ523$24.2M$24K
Biolife Solutions, Inc. 401(k) PlanBiolife Solutions, Inc.WA521$12.4M$7,650
Kelley Create Co. 401(k) Profit Sharing PlanKelley Create Co.WA436$19.8M$32K
Outdoor Holding Company 401(k) PlanOutdoor Holding CompanyAZ420$9.2M$21K
Tentamus North America, Inc. 401(k) PlanTentamus North America, Inc.VA400$8.5M$7,398
Viking Cloud 401(k) PlanViking Cloud, Inc.IL372$20.3M$18K
Unlimited Construction Services Inc. 401(k) Profit Sharing PlanUnlimited Construction Services Inc.HI369$14.4M$4,150
Sage Memorial Hospital Tax Sheltered AnnuityNavajo Health Foundation - Sage Memorial Hospital, Inc.AZ357$2.1M$9,588
National Products, Inc. 401(k) Plan and TrustNational Products, Inc.WA352$8.6M$9,542
Jmac Corporate Services, LLC Profit SHARING/401(K) PlanJmac Corporate Services, LLCWA330$7.2M$9,608
Bewley's USA Savings PlanCampbell Bewley, Inc.MA325$4.1M$11K
Seattle Hockey Partners LLC 401(k) PlanSeattle Hockey Partners LLCWA323$10.9M$900
Helion Energy Retirement TrustHelion Energy, Inc.WA310$7.9M$21K
Dawson Construction, LLC Retirement PlanDawson Construction, LLCWA291$12.7M$6,415
Performance Modalities, Inc. 401(k) Profit Sharing Plan and TrustPerformance Modalities, Inc.WA287$5.8M$11K
Blanton Turner Retirement PlanB-T Washington, LLC DBA Blanton TurnerWA278$10.2M$7,541
Kershaw Company/domex Superfresh Growers 401(k) PlanKershaw Fruit & Cold Storage Co., LLCWA271$19.5M$21K
11 Capital, LLC 401(k) Profit Sharing Plan and Trust11 Capital, LLCWA254$3.6M$8,186
Evertree Insurance 401(k) PlanEvertree Insurance LLCVA245$5.1M$9,269
Six Robblees' Inc. Profit Sharing 401(k) PlanSix Robblees' Inc.WA222$16.9M$1,351
Axia Financial 401(k) PlanAxia Financial, LLCWA217$8.2M$7,171
Fast Water Heater Company 401(k) PlanFast Water Heater CompanyWA213$3.2M$0

Questions and answers

How many plans does Hunnex and Shoemaker, Inc. serve?

70 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Hunnex and Shoemaker, Inc.?

The median plan reported $30.09 per participant in direct and indirect compensation (68 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Contract Administrator (40 plans), Other services (13 plans), Recordkeeping and information management (13 plans) and Participant loan processing (11 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.