# Hennessy Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hennessy-advisors-inc-401k-plan

> Hennessy Advisors, INC.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hennessy Advisors, INC.

- **Sponsor EIN:** 680176227

- **Sponsor Address:** 7250 REDWOOD BOULEVARD, SUITE 200, NOVATO, CA, 94945

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $10.9M

## 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.|

| 2024|18|$10.9M|$179,630|$552,509|

| 2023|17|$8.8M|$167,411|$461,283|

| 2022|18|$7.1M|$183,753|$448,519|

## Similar Plans

- [Dorsal Capital Management LP](https://planprovider.pro/companies/dorsal-capital-management-llc-plan) — 18 participants

- [Northgate Capital Group LLC](https://planprovider.pro/companies/northgate-capital-group-llc-401k-plan) — 18 participants

- [Bell Investment Advisors, INC.](https://planprovider.pro/companies/bell-investment-advisors-inc-401k-plan) — 18 participants

- [Manchester Financial, INC.](https://planprovider.pro/companies/manchester-financial-inc-401k-plan) — 18 participants

- [Igsb, INC.](https://planprovider.pro/companies/igsb-inc-401k-plan) — 19 participants

- [Regatta Capital Group, LLC](https://planprovider.pro/companies/regatta-capital-group-llc-401k-plan) — 17 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hennessy-advisors-inc-401k-plan)

© 2026 PlanProvider.Pro