# Hilliard Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hilliard-investments-inc-401k-plan

> Hilliard Investments, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hilliard Investments, INC.

- **Sponsor EIN:** 471568398

- **Sponsor Address:** 136 MARSH PT, FLAGLER BEACH, FL, 32136

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

- **Total Participants:** 3

- **Total Assets:** $581,348

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$581,348|$0|$0|

| 2023|3|$390,930|$0|$0|

| 2022|3|$979,971|$0|$0|

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