How big is HFS Financial LLC's plan?

HFS Financial LLC's plan reported $2.9M in assets and 15 participants for 2024.

Original filing (PDF)20250929193614NAL0005192819001

HFS Financial LLC

Name: HFS Financial LLC — HFS Financial, LLC Cash Balance, Form 5500 (2024)
Creator: HFS Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HFS Financial, LLC Cash Balance Plan

Defined-benefit pension plan · HFS Financial LLC's HFS Financial, LLC Cash Balance Plan held $2.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Lawrence Collins signed HFS Financial LLC's 2024 Form 5500 as plan administrator.

Lawrence Collins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HFS Financial LLC's EIN is 45-2682661.

EIN 45-2682661

Plan number 002

Plan year 2024

ACK ID 20250929193614NAL0005192819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HFS Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HFS Financial LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFS FINANCIAL LLC.

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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 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