How big is Hedgemark Advisors LLC's plan?

Hedgemark Advisors LLC's plan reported $5.6M in assets and 59 participants for 2025.

Original filing (PDF)20260415074945NAL0025200898001

Hedgemark Advisors LLC

Name: Hedgemark Advisors LLC — Hedgemark Advisors LLC, Form 5500 (2025)
Creator: Hedgemark Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hedgemark Advisors LLC 401(k) Savings Plan

401(k) retirement plan · Hedgemark Advisors LLC's Hedgemark Advisors LLC 401(k) Savings Plan held $5.6M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Philip Pigeon signed Hedgemark Advisors LLC's 2025 Form 5500 as plan administrator.

Philip Pigeon — 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

Hedgemark Advisors LLC's EIN is 26-4433204.

EIN 26-4433204

Plan number 001

Plan year 2025

ACK ID 20260415074945NAL0025200898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hedgemark Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hedgemark Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEDGEMARK 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score