How big is HPA Strategies' plan?

HPA Strategies' plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250531111921NAL0009159297001

HPA Strategies

Name: HPA Strategies — HPA Strategies 401(k) Plan, Form 5500 (2024)
Creator: HPA Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HPA Strategies 401(k) Plan

401(k) retirement plan · HPA Strategies' HPA Strategies 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kevin Herglotz signed HPA Strategies' 2024 Form 5500 as plan administrator.

Kevin Herglotz — 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

HPA Strategies' EIN is 26-3178939.

EIN 26-3178939

Plan number 001

Plan year 2024

ACK ID 20250531111921NAL0009159297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HPA Strategies' 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 HPA STRATEGIES.

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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 average account balance (95th percentile).

Plan sponsor

Name

HPA STRATEGIES

EIN

all filings

Address

1459 18TH STREET #200 · SAN FRANCISCO, CA · 94107

Phone

(415) 874-9650

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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