Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARTMAN SIMONS & WOOD, LLP
EIN 02-0564914law practiceLatest filing 2025
Plans
2
Retirement
2
$20.9M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARTMAN SIMONS & WOOD LLP RETIREMENT SAVINGS PLAN
401k
Assets$20.2M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HARTMAN SIMONS & WOOD LLP ASSOCIATES 401(K) PLAN
401k
Assets$690K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARTMAN SIMONS & WOOD LLP RETIREMENT SAVINGS PLAN | 401k | $20.2M | 43 | 2025 | |
| 002 | HARTMAN SIMONS & WOOD LLP ASSOCIATES 401(K) PLAN | 401k | $690K | 17 | 2025 |
Retirement plans