How big is HSD Advisors, LLC's plan?

HSD Advisors, LLC's plan reported $1.8M in assets and 1 participants for 2022.

Original filing (PDF)20231012104910NAL0020187987001

HSD Advisors, LLC

Name: HSD Advisors, LLC — Helmes & Co., LLC Cash Balance, Form 5500 (2022)
Creator: HSD Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helmes & Co., LLC Cash Balance Plan and Trust

Defined-benefit pension plan · HSD Advisors, LLC's Helmes & Co., LLC Cash Balance Plan and Trust held $1.8M in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

HSD Advisors, LLC's EIN is 26-3616402.

EIN 26-3616402

Plan number 002

Plan year 2022

ACK ID 20231012104910NAL0020187987001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for HSD Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

HSD Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HSD ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score