Original filing (PDF)20251202180228NAL0012366033001

HC GLOBAL FUND SERVICES, LLC

Name: HC GLOBAL FUND SERVICES, LLC — HC GLOBAL FUND SERVICES, LLC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: HC GLOBAL FUND SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

HC GLOBAL FUND SERVICES, LLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HC GLOBAL FUND SERVICES, LLC.

Plan sponsor

Name

HC GLOBAL FUND SERVICES, LLC

EIN

46-1272501

Address

2121 NORTH CALIFORNIA BLVD. · SUITE 290 · WALNUT CREEK, CA · 94596

Phone

(818) 836-5585

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-12-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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