How big is Hohimer Wealth Management, LLC's plan?

Hohimer Wealth Management, LLC's plan reported $2.5M in assets and 13 participants for 2024.

Original filing (PDF)20251013101727NAL0000468259010

Hohimer Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

HWM Companies 401(k) Plan

401(k) retirement plan · Hohimer Wealth Management, LLC's HWM Companies 401(k) Plan held $2.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

David Hohimer signed Hohimer Wealth Management, LLC's 2024 Form 5500 as plan administrator.

David Hohimer — 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

Hohimer Wealth Management, LLC's EIN is 83-2676110.

EIN 83-2676110

Plan number 001

Plan year 2024

ACK ID 20251013101727NAL0000468259010

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hohimer Wealth Management, 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 HOHIMER WEALTH MANAGEMENT, 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