Hutto Retirement Advisors 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hutto Retirement Advisors
  • Sponsor EIN: 271317580
  • Sponsor Address: 607 CHEEK SPARGER SUITE 150, COLLEYVILLE, TX, 76034
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
20242$1.9M$8,820$61,000
20232$1.7M$0$60,000
20222$1.4M$0$54,000

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