Hartzog Conger Cason LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hartzog Conger Cason LLP
  • Sponsor EIN: 201997652
  • Sponsor Address: 201 ROBERT S. KERR AVENUE, OKLAHOMA CITY, OK, 73102
  • Plan Type: 401(k)
  • Total Participants: 67
  • Total Assets: $41.4M

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.
202467$41.4M$688,531$842,611
202367$36.9M$623,379$797,648
202264$31.1M$705,329$758,469

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