Plan Snapshot
- Plan Sponsor: Hill Wealth Management, LLC
- Sponsor EIN: 452345688
- Sponsor Address: 2057 VALLEYDALE RD STE 200, BIRMINGHAM, AL, 35244
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $852,752
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $852,752 | $52,384 | $134,532 |
| 2023 | 12 | $773,120 | $45,108 | $100,943 |
| 2022 | 10 | $614,598 | $32,267 | $102,360 |