How big is Hicks Guerry Group, PA's plan?

Hicks Guerry Group, PA's plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260429140621NAL0010559329001

Hicks Guerry Group, PA

Name: Hicks Guerry Group, PA — Hicks Guerry Group, PA, Form 5500 (2025)
Creator: Hicks Guerry Group, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hicks Guerry Group, PA 401(k) Plan

401(k) retirement plan · Hicks Guerry Group, PA's Hicks Guerry Group, PA 401(k) Plan held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Hicks Guerry Group, PA's EIN is 20-0127127.

EIN 20-0127127

Plan number 001

Plan year 2025

ACK ID 20260429140621NAL0010559329001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hicks Guerry Group, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hicks Guerry Group, PA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HICKS GUERRY GROUP, PA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

HICKS GUERRY GROUP, PA

EIN

all filings

Address

119 S. ACLINE ST. · LAKE CITY, SC · 29560

Phone

(843) 374-3200

Industry

CPA Offices· Professional & Technical Services

Plan administrator