How big is HFG Services LLC's plan?

HFG Services LLC's plan reported $204K in assets and 5 participants for 2025.

Original filing (PDF)20260414104727NAL0023669778001

HFG Services LLC

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

Form 5500-SF

FILING_RECEIVED

HFG Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · HFG Services LLC's HFG Services LLC 401(k) Profit Sharing Plan & Trust held $204K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Rachel Napier signed HFG Services LLC's 2025 Form 5500 as plan administrator.

Rachel Napier — 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

HFG Services LLC's EIN is 33-2450574.

EIN 33-2450574

Plan number 001

Plan year 2025

ACK ID 20260414104727NAL0023669778001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

HFG Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFG SERVICES 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HFG SERVICES LLC

EIN

all filings

Address

2601 CATTLEMEN RD STE 200 · SARASOTA, FL · 342326282

Phone

(941) 957-4522

Industry

Finance & Insurance

Plan administrator