Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAMMONTREE & ASSOCIATES, LTD.
EIN 34-1147301civil engineeringLatest filing 2025
Plans
3
Retirement
2
$9.8M assets
Welfare
1
Participants
124
5233 STONEHAM ROAD - NORTH CANTON, OH 44720330-499-8817hammontree-engineers.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 124 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
HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN
401k
Assets$7.8M
Participants62
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HAMMONTREE & ASSOCIATES LTD SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN | 401k | $7.8M | 62 | 2025 | |
| 002 | HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 62 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAMMONTREE & ASSOCIATES LTD SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans