How big is The Hoerner Planning Group, LLC's plan?

The Hoerner Planning Group, LLC's plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20250820135457NAL0003281633001

The Hoerner Planning Group, LLC

Name: The Hoerner Planning Group, LLC — The Hoerner, Form 5500 (2024)
Creator: The Hoerner Planning Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Hoerner Planning Group, LLC 401(k) Plan

401(k) retirement plan · The Hoerner Planning Group, LLC's The Hoerner Planning Group, LLC 401(k) Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

The Hoerner Planning Group, LLC's EIN is 20-4889804.

EIN 20-4889804

Plan number 001

Plan year 2024

ACK ID 20250820135457NAL0003281633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Hoerner Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Hoerner Planning Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HOERNER PLANNING GROUP, LLC.

Finding similar companies…

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