Original filing (PDF)20251002110138NAL0000296579001

HENRY INVESTMENT GROUP, LLC

Name: HENRY INVESTMENT GROUP, LLC — HENRY INVESTMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: HENRY INVESTMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

HENRY INVESTMENT GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

251

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY INVESTMENT GROUP, LLC.

Plan sponsor

Name

HENRY INVESTMENT GROUP, LLC

EIN

45-3341907

Address

900 PARKER SQ STE 250 · FLOWER MOUND, TX · 75028

Phone

(972) 885-6959

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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