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HOUSEHOLDER GROUP OF DENVER, LLC — HOUSEHOLDER GROUP OF DENVER 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240531120343NAL0014691281001
HOUSEHOLDER GROUP OF DENVER, LLC
Form 5500-SF
FILING_RECEIVED
HOUSEHOLDER GROUP OF DENVER 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
26
Plan assets (EOY)
$859K
Net assets (EOY)
$859K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOUSEHOLDER GROUP OF DENVER, LLC
.
Find decision makers
Plan sponsor
Name
HOUSEHOLDER GROUP OF DENVER, LLC
EIN
36-4905127
Address
8985 E. BELL RD · SCOTTSDALE, AZ · 85260
Phone
(602) 604-0600
Industry
Finance & Insurance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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HIGHMARK WEALTH STRATEGIES
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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