Sponsor portfolio

H.L. ORMOND & COMPANY, LLC

EIN 27-3038187investment bankingLatest filing 2025

Plans

Retirement

$2.4M assets

Welfare

Participants

1001 CONFERENCE DR STE A - GREENVILLE, NC 27858252-756-4010hlormond.comLinkedIn1-10 employeesinvestment banking

Plans on this EIN

1 filing

#001401k-$2.4M - 4 part

Plan deep-dives

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Retirement#001

H.L. ORMOND & COMPANY, LLC 401(K) P/S PLAN

401k

Assets$2.4M

Participants4

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	H.L. ORMOND & COMPANY, LLC 401(K) P/S PLAN	401k	$2.4M	4	2025

Retirement plans