Original filing (PDF)20250405134336NAL0008453171001

HURLEY HAFEN, LLC

Name: HURLEY HAFEN, LLC — HURLEY HAFEN, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HURLEY HAFEN, LLC

Form 5500-SF

FILING_RECEIVED

HURLEY HAFEN, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

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 HURLEY HAFEN, LLC.

Plan sponsor

Name

HURLEY HAFEN, LLC

EIN

45-2468469

Address

1119 3RD AVENUE · NAPA, CA · 94558

Phone

(510) 338-3133

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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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