How big is Hipson Investments, LLC's plan?

Hipson Investments, LLC's plan reported $481K in assets and 5 participants for 2024.

Original filing (PDF)20251015112142NAL0006086176001

Hipson Investments, LLC

Name: Hipson Investments, LLC — Hipson Investments, LLC, Form 5500 (2024)
Creator: Hipson Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hipson Investments, LLC 401(k) Plan

401(k) retirement plan · Hipson Investments, LLC's Hipson Investments, LLC 401(k) Plan held $481K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

People on this filing

Michael Hipson signed Hipson Investments, LLC's 2024 Form 5500 as plan administrator.

Michael Hipson — 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

Hipson Investments, LLC's EIN is 20-0806929.

EIN 20-0806929

Plan number 001

Plan year 2024

ACK ID 20251015112142NAL0006086176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hipson Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hipson Investments, 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 HIPSON INVESTMENTS, 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

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 (85th percentile).

Plan sponsor

Name

HIPSON INVESTMENTS, LLC

EIN

all filings

Address

2000 S.DAIRY ASHFORD · SUITE 360 · HOUSTON, TX · 77077

Phone

(281) 493-6862

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator