How big is Hampton Ridge Financial LLC's plan?

Hampton Ridge Financial LLC's plan reported $3.1M in assets and 14 participants for 2025.

Original filing (PDF)20260325165721NAL0006377744001

Hampton Ridge Financial LLC

Name: Hampton Ridge Financial LLC — Hampton Ridge, Form 5500 (2025)
Creator: Hampton Ridge Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hampton Ridge Financial LLC Safe Harbor 401(k) Retirement Plan

401(k) retirement plan · Hampton Ridge Financial LLC's Hampton Ridge Financial LLC Safe Harbor 401(k) Retirement Plan held $3.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Nathan Bourne signed Hampton Ridge Financial LLC's 2025 Form 5500 as plan administrator.

Nathan Bourne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hampton Ridge Financial LLC's EIN is 14-2007698.

EIN 14-2007698

Plan number 001

Plan year 2025

ACK ID 20260325165721NAL0006377744001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hampton Ridge Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hampton Ridge Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAMPTON RIDGE FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score