Original filing (PDF)20241010163541NAL0041572306003

H & I ADVISORS

Name: H & I ADVISORS — H&I ADVISORS, INC. PROFIT SHARING 401(K), Form 5500 (2023)
Creator: H & I ADVISORS

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)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H & I ADVISORS.

Plan sponsor

Name

H & I ADVISORS

EIN

34-1647211

Address

3405 BELVOIR BLVD. · BEACHWOOD, OH · 44122

Phone

(216) 235-9201

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

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

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