Plan Snapshot
- Plan Sponsor: Hendrick Phillips Salzman & Si
- Sponsor EIN: 581436134
- Sponsor Address: 2100 RIVEREDGE PKWY STE 1150, ATLANTA, GA, 303284695
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $12.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 18 | $12.2M | $0 | $0 |
| 2024 | 12 | $10.1M | $208,724 | $237,698 |
| 2023 | 11 | $8.4M | $229,256 | $214,996 |
| 2022 | 14 | $7.7M | $144,943 | $182,814 |