# Hennion & Walsh. INC 401(k) Plan
Source: https://planprovider.pro/companies/hennion-walsh-inc-401k-plan

> Hennion & Walsh. INC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hennion & Walsh. INC

- **Sponsor EIN:** 223005841

- **Sponsor Address:** 2001 ROUTE 46 WATERVIEW PLAZA, PARSIPPANY, NJ, 07054

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

- **Total Participants:** 126

- **Total Assets:** $38.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|126|$38.6M|$206,483|$1.5M|

| 2023|122|$32.6M|$201,843|$1.5M|

| 2022|118|$26.9M|$192,709|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$45,003|$31,461|$13,542|—|—|

| 2023|$39,916|$25,521|$14,395|—|—|

| 2022|$38,475|$24,418|$14,057|—|—|

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