Assets by plan
Share of aggregate retirement assets
Filings through .
The Hartwell Corporation
EIN 82-0257435insuranceLatest filing 2025
Plans
2
Retirement
2
$30.3M assets
Health & Benefits
0
Participants
197
1084 N SKYLINE DRIVE - IDAHO FALLS, ID 83402208-522-5656thehartwellcorp.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.3M assets / 197 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#002
THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$23.0M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE HARTWELL CORPORATION 401(K) PLAN
401(k)
Assets$7.3M
Participants96
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 |
|---|---|---|---|---|---|
| #002 | THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.0M | 101 | 2025 |
| #001 | THE HARTWELL CORPORATION 401(K) PLAN | 401(k) | $7.3M | 96 | 2025 |
- #002 · ESOP · 2025101
- #001 · 401(k) · 202596
Retirement plans