How big is Hemington Wealth Management's plan?

Hemington Wealth Management's plan reported $4.9M in assets and 17 participants for 2024.

Original filing (PDF)20251002110804NAL0000403633001

Hemington Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Hemington Wealth Management 401(k) Plan

401(k) retirement plan · Hemington Wealth Management's Hemington Wealth Management 401(k) Plan held $4.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Jennifer L Dawson signed Hemington Wealth Management's 2024 Form 5500 as plan administrator.

Jennifer L Dawson — 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

Hemington Wealth Management's EIN is 46-3425132.

EIN 46-3425132

Plan number 001

Plan year 2024

ACK ID 20251002110804NAL0000403633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hemington Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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