How big is HDH Advisors, LLC's plan?

HDH Advisors, LLC's plan reported $4.1M in assets and 26 participants for 2024.

Original filing (PDF)20250616165359NAL0000603939001

HDH Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

HDH Advisors, LLC 401(k) Plan

401(k) retirement plan · HDH Advisors, LLC's HDH Advisors, LLC 401(k) Plan held $4.1M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

HDH Advisors, LLC's EIN is 27-5464509.

EIN 27-5464509

Plan number 003

Plan year 2024

ACK ID 20250616165359NAL0000603939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HDH Advisors, 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 HDH 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