How big is Hackett Financial Group, LLC's plan?

Hackett Financial Group, LLC's plan reported $270K in assets and 7 participants for 2024.

Original filing (PDF)20250711072419NAL0010026960001

Hackett Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Hackett Financial Group 401(k) Plan

401(k) retirement plan · Hackett Financial Group, LLC's Hackett Financial Group 401(k) Plan held $270K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Deborah MALM signed Hackett Financial Group, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Hackett Financial Group, LLC's EIN is 20-5372377.

EIN 20-5372377

Plan number 001

Plan year 2024

ACK ID 20250711072419NAL0010026960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hackett Financial Group, 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 HACKETT FINANCIAL GROUP, 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