· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOHIMER WEALTH MANAGEMENT, LLC — HWM COMPANIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013101727NAL0000468259010
HOHIMER WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
HWM COMPANIES 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOHIMER WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
HOHIMER WEALTH MANAGEMENT, LLC
EIN
83-2676110
Address
600 UNIVERSITY STREET, SUITE 2401 · SEATTLE, WA · 98101
Phone
(206) 849-0883
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN
$2.5M · 21 participants
BLUESTONE INVESTMENT MANAGER, LL
BLUESTONE INVESTMENT MANAGER, LLC
$2.5M · 11 participants
CHICAGO CAPITAL LLC
CHICAGO CAPITAL LLC PROFIT SHARING PLAN
$2.5M · 9 participants
GROUNDFORCE CAPITAL MANAGEMENT, LLC
GROUNDFORCE CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PLAN
$2.5M · 5 participants
STILLWATER VISTA LLC
STILLWATER VISTA LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 7 participants
BLB&B HOLDINGS, LLC
BLB&B HOLDINGS, LLC RE-ESTABLISHED CASH BALANCE PLAN
$2.5M · 27 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
