How big is H & I Advisors' plan?

H & I Advisors' plan reported $3.8M in assets and 3 participants for 2023.

Original filing (PDF)20241010163541NAL0041572306003

H & I Advisors

Name: H & I Advisors — H&I Advisors, Inc. Profit Sharing, Form 5500 (2023)
Creator: H & I Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

H&I Advisors, Inc. Profit Sharing 401(k)

401(k) retirement plan · H & I Advisors' H&I Advisors, Inc. Profit Sharing 401(k) held $3.8M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

H & I Advisors' EIN is 34-1647211.

EIN 34-1647211

Plan number 001

Plan year 2023

ACK ID 20241010163541NAL0041572306003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for H & I Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

H & I Advisors' 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 H & I ADVISORS.

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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