DOL Form 5500 · 2024 Plan Year

HIRTLE, CALLAGHAN & CO., LLC

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

Defined ContributionPA
$53.5M
Plan Assets
126
Participants
2024
Plan Year
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Plan Details

Plan Name
HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN
Sponsor
HIRTLE, CALLAGHAN & CO., LLC
Sponsor EIN
262821689
Plan Number
002
Location
WEST CONSHOHOCKEN, PA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$53.5M
Participants
126
Filing Received
September 22, 2025
Plan Year
2024

About this Plan

HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN is a defined contribution retirement plan sponsored by HIRTLE, CALLAGHAN & CO., LLC, headquartered in WEST CONSHOHOCKEN, PA, holding approximately $53.5M in plan assets on behalf of 126 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).