Hedgefacts, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hedgefacts, LLP
  • Sponsor EIN: 271333449
  • Sponsor Address: 8180 CORPORATE PARK DR., CINCINNATI, OH, 45242
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $2.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$2.6M$22,974$116,342
202311$2.1M$16,402$47,652
202211$1.8M$1,146$55,239
202110$2.6M$15,190$86,739
202012$2.2M$18,823$101,445

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