Original filing (PDF)20251110143754NAL0005004371001

HMK & Co LLC

Name: HMK & Co LLC — HMK& Co/Stonepath Wealth Management, Form 5500 (2024)
Creator: HMK & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HMK& Co/Stonepath Wealth Management 401(k)

401(k) retirement plan · HMK & Co LLC's HMK& Co/Stonepath Wealth Management 401(k) filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Harrison Kennard signed HMK & Co LLC's 2024 Form 5500 as plan administrator.

Harrison Kennard — 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

HMK & Co LLC's EIN is 83-3014300.

EIN 83-3014300

Plan number 001

Plan year 2024

ACK ID 20251110143754NAL0005004371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HMK & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HMK & Co LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HMK & CO 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 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HMK & CO LLC

EIN

all filings

Address

1206 ARDMOOR AVE · ANN ARBOR, MI · 48103

Phone

(734) 925-3644

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-06

Filed

2025-11-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Asbestos Project Management Inc.

WHI Real Estate Partners LP

WHI Real Estate Partners LP 401(k) Plan

BP Capital, LP

Ascendant Financial Solutions, Inc.

Ascendant Financial Solutions, Inc. 401(k) Profit Sharing Plan

Ascendant Financial Solutions, Inc.

Ascendant Financial Solutions, Inc. Defined Benefit Pension Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.