How big is Hourglass Wealth Management, Ltd.'s plan?

Hourglass Wealth Management, Ltd.'s plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250729130237NAL0001335011001

Hourglass Wealth Management, Ltd.

Name: Hourglass Wealth Management, Ltd. — Hourglass Wealth, Form 5500 (2024)
Creator: Hourglass Wealth Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hourglass Wealth Management 401(k) Plan

401(k) retirement plan · Hourglass Wealth Management, Ltd.'s Hourglass Wealth Management 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kathryn M. Millar signed Hourglass Wealth Management, Ltd.'s 2024 Form 5500 as plan administrator.

Kathryn M. Millar — 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

Hourglass Wealth Management, Ltd.'s EIN is 45-5473536.

EIN 45-5473536

Plan number 001

Plan year 2024

ACK ID 20250729130237NAL0001335011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hourglass Wealth Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hourglass Wealth Management, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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