How big is Maxwell, Hendry & Simmons, LLC's plan?

Maxwell, Hendry & Simmons, LLC's plan reported $2.9M in assets and 11 participants for 2024.

Original filing (PDF)20250915131205NAL0003041522001

Maxwell, Hendry & Simmons, LLC

Name: Maxwell, Hendry & Simmons, LLC — Maxwell, Hendry &, Form 5500 (2024)
Creator: Maxwell, Hendry & Simmons, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell, Hendry & Simmons, LLC 401(k) Employee Profit Sharing Plan

401(k) retirement plan · Maxwell, Hendry & Simmons, LLC's Maxwell, Hendry & Simmons, LLC 401(k) Employee Profit Sharing Plan held $2.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Maxwell, Hendry & Simmons, LLC's EIN is 59-2305022.

EIN 59-2305022

Plan number 001

Plan year 2024

ACK ID 20250915131205NAL0003041522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxwell, Hendry & Simmons, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxwell, Hendry & Simmons, LLC'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 MAXWELL, HENDRY & SIMMONS, LLC.

Finding similar companies…

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