Plan Snapshot
- Plan Sponsor: Hgw & Associates, LLC
- Sponsor EIN: 621736741
- Sponsor Address: 9729 COGDILL RD SUITE 200, KNOXVILLE, TN, 37932
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 39 | $9.0M | $527,643 | $1.1M |
| 2023 | 51 | $8.5M | $151,393 | $393,220 |
| 2022 | 53 | $6.7M | $151,317 | $375,166 |