Hammontree & Associates, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hammontree & Associates, Ltd.
  • Sponsor EIN: 341147301
  • Sponsor Address: 5233 STONEHAM ROAD, NORTH CANTON, OH, 44720
  • Plan Type: 401(k)
  • Total Participants: 50
  • Total Assets: $6.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202450$6.5M$0$267,229
202346$5.5M$0$242,023
202248$4.3M$0$258,609

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