How big is HWRT Management Company, LLC's plan?

HWRT Management Company, LLC's plan reported $13.9M in assets and 44 participants for 2024.

Original filing (PDF)20250624151734NAL0010539952001

HWRT Management Company, LLC

Name: HWRT Management Company, LLC — Profit Sharing Plan, Form 5500 (2024)
Creator: HWRT Management Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profit Sharing Plan of HWRT Management Company, LLC

401(k) retirement plan · HWRT Management Company, LLC's Profit Sharing Plan of HWRT Management Company, LLC held $13.9M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

People on this filing

Matthew W. Schrimpf signed HWRT Management Company, LLC's 2024 Form 5500 as plan administrator.

Matthew W. Schrimpf — 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

HWRT Management Company, LLC's EIN is 68-0577932.

EIN 68-0577932

Plan number 001

Plan year 2024

ACK ID 20250624151734NAL0010539952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HWRT Management Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HWRT Management Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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