Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE HARTWELL CORPORATION
EIN 82-0257435insuranceLatest filing 2024
Plans
2
Retirement
2
$27.6M assets
Welfare
0
Participants
192
1084 N SKYLINE DRIVE - IDAHO FALLS, ID 83402208-522-5656thehartwellcorp.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.6M assets / 192 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#002
THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.7M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE HARTWELL CORPORATION 401(K) PLAN
401k
Assets$6.9M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.7M | 99 | 2024 | |
| 001 | THE HARTWELL CORPORATION 401(K) PLAN | 401k | $6.9M | 93 | 2024 |
Retirement plans