Horn Aylward & Bandy, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Horn Aylward & Bandy, LLC
  • Sponsor EIN: 431843228
  • Sponsor Address: 2600 GRAND BOULEVARD, KANSAS CITY, MO, 641084626
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $13.4M

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$13.4M$612,745$323,021
202330$13.1M$570,126$277,859
202230$12.5M$605,585$322,168

Similar Plans