Plan Snapshot
- Plan Sponsor: Hedman Partners LLP
- Sponsor EIN: 854036357
- Sponsor Address: 27441 TOURNEY ROAD, SUITE 200, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 38 | $7.2M | $144,210 | $384,950 |
| 2023 | 38 | $7.5M | $111,263 | $387,539 |
| 2022 | 14 | $6.2M | $116,821 | $365,023 |