Plan Snapshot
- Plan Sponsor: Hennessy Advisors, INC.
- Sponsor EIN: 680176227
- Sponsor Address: 7250 REDWOOD BOULEVARD, SUITE 200, NOVATO, CA, 94945
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $12.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 20 | $12.8M | $0 | $0 |
| 2024 | 18 | $10.9M | $179,630 | $552,509 |
| 2023 | 17 | $8.8M | $167,411 | $461,283 |
| 2022 | 18 | $7.1M | $183,753 | $448,519 |
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