Hendrick Phillips Salzman & Si 401(k) Plan

Form 5500 filing data for plan year 2024.

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)
  • Total Participants: 12
  • Total Assets: $10.1M

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.
202412$10.1M$208,724$237,698
202315$8.4M$229,256$214,996
202217$7.7M$144,943$182,814

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