Assets by plan
Share of aggregate retirement assets
Filings through .
Hartman Simons & Wood, LLP
EIN 02-0564914law practiceLatest filing 2025
Plans
2
Retirement
2
$20.9M assets
Health & Benefits
0
Participants
60
400 INTERSTATE NORTH PARKWAY SE, SUITE 600 - ATLANTA, GA 30339770-303-8456hartmansimons.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.9M assets / 60 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HARTMAN SIMONS & WOOD LLP RETIREMENT SAVINGS PLAN
401(k)
Assets$20.2M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HARTMAN SIMONS & WOOD LLP ASSOCIATES 401(K) PLAN
401(k)
Assets$690K
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HARTMAN SIMONS & WOOD LLP RETIREMENT SAVINGS PLAN | 401(k) | $20.2M | 43 | 2025 |
| #002 | HARTMAN SIMONS & WOOD LLP ASSOCIATES 401(K) PLAN | 401(k) | $690K | 17 | 2025 |
- #001 · 401(k) · 202543
- #002 · 401(k) · 202517
Retirement plans