DOL Form 5500 · 2025 Plan Year

HIRTLE & CO., LLC

HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN

Defined ContributionPA
$58.8M
Plan Assets
127
Participants
2025
Plan Year
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Plan Details

Plan Name
HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN
Sponsor
HIRTLE & CO., LLC
Sponsor EIN
262821689
Plan Number
002
Location
WEST CONSHOHOCKEN, PA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$58.8M
Participants
127
Filing Received
August 13, 2026
Plan Year
2025

About this Plan

HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN is a defined contribution retirement plan sponsored by HIRTLE & CO., LLC, headquartered in WEST CONSHOHOCKEN, PA, holding approximately $58.8M in plan assets on behalf of 127 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).