G Hartley, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: G Hartley, INC.
  • Sponsor EIN: 843330979
  • Sponsor Address: 3224 DUTTON AVE, SANTA ROSA, CA, 95407
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $3.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$3.2M$36,313$58,372
202317$2.8M$25,717$45,240
202215$2.7M$25,063$40,827

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