Hodges Doughty & Carson PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hodges Doughty & Carson PLLC
  • Sponsor EIN: 620237242
  • Sponsor Address: 617 MAIN STREET, KNOXVILLE, TN, 37902
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $18.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$18.6M$464,479$187,224
202332$15.8M$227,006$304,464
202228$16.0M$243,561$307,619

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