Fine & Hatfield, A Professional Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fine & Hatfield, A Professional Corporation
  • Sponsor EIN: 352016969
  • Sponsor Address: P.O. BOX 779, EVANSVILLE, IN, 477050779
  • Plan Type: DC
  • Total Participants: 14
  • Total Assets: $4.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$4.3M$89,642$99,067
202315$3.8M$77,917$83,992
202216$3.3M$72,706$74,866

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