How big is HCM Strategists LLC's plan?

HCM Strategists LLC's plan reported $4.7M in assets and 15 participants for 2024.

Original filing (PDF)20250701103404NAL0029345266001

HCM Strategists LLC

Name: HCM Strategists LLC — HCM Strategists, LLC 401(k), Form 5500 (2024)
Creator: HCM Strategists LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HCM Strategists, LLC 401(k) Plan

401(k) retirement plan · HCM Strategists LLC's HCM Strategists, LLC 401(k) Plan held $4.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Kristin Hultquist signed HCM Strategists LLC's 2024 Form 5500 as plan administrator.

Kristin Hultquist — 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

HCM Strategists LLC's EIN is 26-2120999.

EIN 26-2120999

Plan number 001

Plan year 2024

ACK ID 20250701103404NAL0029345266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HCM Strategists 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 HCM STRATEGISTS 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 (95th percentile).

Plan sponsor

Name

HCM STRATEGISTS LLC

EIN

all filings

Address

5900 BALCONES DRIVE, #18648 · AUSTIN, TX · 78731

Phone

(512) 617-9006

Industry

Professional & Technical Services

Plan administrator