How big is HFO, LLC's plan?

HFO, LLC's plan reported $98K in assets and 1 participants for 2025.

Original filing (PDF)20260410125148NAL0008186099001

HFO, LLC

Name: HFO, LLC — HFO, LLC 401(k) Plan, Form 5500 (2025)
Creator: HFO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HFO, LLC 401(k) Plan

401(k) retirement plan · HFO, LLC's HFO, LLC 401(k) Plan held $98K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan identifiers

HFO, LLC's EIN is 33-0956451.

EIN 33-0956451

Plan number 001

Plan year 2025

ACK ID 20260410125148NAL0008186099001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

HFO, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFO, 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 average account balance (88th percentile).

Plan sponsor

Name

HFO, LLC

EIN

all filings

Address

23 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA · 92660

Phone

(949) 756-1800

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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