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HAWLEY, PETERSON & SNYDER, ARCHITECTS — HAWLEY, PETERSON & SNYDER PROFIT SHARING AND 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260316191522NAL0003642274001
HAWLEY, PETERSON & SNYDER, ARCHITECTS
Form 5500-SF
FILING_RECEIVED
HAWLEY, PETERSON & SNYDER PROFIT SHARING AND 401K PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
25
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
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
HAWLEY, PETERSON & SNYDER, ARCHITECTS
.
Find decision makers
Plan sponsor
Name
HAWLEY, PETERSON & SNYDER, ARCHITECTS
EIN
94-1678806
Address
195 PAGE MILL ROAD, SUITE 105 · PALO ALTO, CA · 94306
Phone
(650) 968-2944
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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