How big is HFS Wealth Advisors' plan?

HFS Wealth Advisors' plan reported $7K in assets and 8 participants for 2024.

Original filing (PDF)20250729141010NAL0006094930001

HFS Wealth Advisors

Name: HFS Wealth Advisors — HFS Wealth Advisors SOCA, Form 5500 (2024)
Creator: HFS Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HFS Wealth Advisors SOCA Benefit Plan

Health & welfare plan · HFS Wealth Advisors' HFS Wealth Advisors SOCA Benefit Plan held $7K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed HFS Wealth Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

HFS Wealth Advisors' EIN is 20-8347798.

EIN 20-8347798

Plan number 501

Plan year 2024

ACK ID 20250729141010NAL0006094930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HFS Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HFS Wealth Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFS WEALTH ADVISORS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score