Original filing (PDF)20250529135231NAL0007849361001

HAMMONTREE & ASSOCIATES, LTD.

Name: HAMMONTREE & ASSOCIATES, LTD. — HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN, Form 5500 (2024)
Creator: HAMMONTREE & ASSOCIATES, LTD.

Form 5500

FILING_RECEIVED

HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAMMONTREE & ASSOCIATES, LTD..

Plan sponsor

Name

HAMMONTREE & ASSOCIATES, LTD.

EIN

34-1147301all filings

Address

5233 STONEHAM ROAD · NORTH CANTON, OH · 44720

Phone

(330) 499-8817

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $307K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.