How big is HPH Financial Corp. DBA Trilogy Wealth Advisors' plan?

HPH Financial Corp. DBA Trilogy Wealth Advisors' plan reported $1.7M in assets and 9 participants for 2025.

Original filing (PDF)20260331123410NAL0000109858001

HPH Financial Corp. DBA Trilogy Wealth Advisors

Name: HPH Financial Corp. DBA Trilogy Wealth Advisors — Form 5500 Plan 001 (2025)
Creator: HPH Financial Corp. DBA Trilogy Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trilogy Wealth Advisors 401(k) Plan

401(k) retirement plan · HPH Financial Corp. DBA Trilogy Wealth Advisors' Trilogy Wealth Advisors 401(k) Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

HPH Financial Corp. DBA Trilogy Wealth Advisors' EIN is 20-5809657.

EIN 20-5809657

Plan number 001

Plan year 2025

ACK ID 20260331123410NAL0000109858001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HPH Financial Corp. DBA Trilogy Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HPH Financial Corp. DBA Trilogy Wealth Advisors' 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 HPH FINANCIAL CORP DBA TRILOGY WEALTH ADVISORS.

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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