How big is HTW 7-16-84 Trust's plan?

HTW 7-16-84 Trust's plan reported $374K in assets and 3 participants for 2024.

Original filing (PDF)20250714200343NAL0001461921001

HTW 7-16-84 Trust

Name: HTW 7-16-84 Trust — HTW 7-16-84 Trust 401(k) Plan, Form 5500 (2024)
Creator: HTW 7-16-84 Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HTW 7-16-84 Trust 401(k) Plan

401(k) retirement plan · HTW 7-16-84 Trust's HTW 7-16-84 Trust 401(k) Plan held $374K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

Julie Smoot signed HTW 7-16-84 Trust's 2024 Form 5500 as plan administrator.

Julie Smoot — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HTW 7-16-84 Trust's EIN is 11-3734880.

EIN 11-3734880

Plan number 001

Plan year 2024

ACK ID 20250714200343NAL0001461921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HTW 7-16-84 Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HTW 7-16-84 Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HTW 7-16-84 TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score