How big is Hanna Systems Wealth Management, Inc.'s plan?

Hanna Systems Wealth Management, Inc.'s plan reported $296K in assets and 3 participants for 2024.

Original filing (PDF)20250720223826NAL0000370259001

Hanna Systems Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Hanna Systems Wealth Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Hanna Systems Wealth Management, Inc.'s Hanna Systems Wealth Management, Inc. Cash Balance Plan held $296K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan identifiers

Hanna Systems Wealth Management, Inc.'s EIN is 81-2638810.

EIN 81-2638810

Plan number 002

Plan year 2024

ACK ID 20250720223826NAL0000370259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hanna Systems Wealth Management, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score