Hawley, Peterson & Snyder DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hawley, Peterson & Snyder
  • Sponsor EIN: 941678806
  • Sponsor Address: 445 SHERMAN AVE, SUITE 100, PALO ALTO, CA, 94306
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $526,927

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$526,927$331,391$0
202315$526,927$331,391$0
202215$260,778$65,242$0

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