Original filing (PDF)20250613160622NAL0013704739001

H & I ADVISORS, INC.NEIL BROWN

Name: H & I ADVISORS, INC.NEIL BROWN — H & I ADVISORS, INC. PROFIT SHARING 401(K), Form 5500 (2024)
Creator: H & I ADVISORS, INC.NEIL BROWN

Form 5500-SF

FILING_RECEIVED

H & I ADVISORS, INC. PROFIT SHARING 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H & I ADVISORS, INC.NEIL BROWN.

Plan sponsor

Name

H & I ADVISORS, INC.NEIL BROWN

EIN

34-1164721

Address

3405 BELVOIR BLVD · BEACHWOOD, OH · 441223800

Phone

(216) 235-9201

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Professional & Technical Services plans

ALPHA B GROUP, INC.

ALPHA B 401(K) PLAN & TRUST

YARMAK AND COMPANY CPA

YARMAK AND COMPANY CPA 401(K) P/S PLAN

PROGRESSIVE SUPPLY

PROGRESSIVE SUPPLY GCF BENEFIT PLAN

PADGETT BUSINESS SERVICES

PADGETT BUSINESS SERVICES GFB BENEFIT PLAN

ACCOUNTFULLY LLC

ACCOUNTFULLY LLC 401(K) PLAN