How big is HL Asset Management's plan?

HL Asset Management's plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20251010051111NAL0017750290001

HL Asset Management

Name: HL Asset Management — Asset Management Cash Balance, Form 5500 (2024)
Creator: HL Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Management Cash Balance Plan

Defined-benefit pension plan · HL Asset Management's Asset Management Cash Balance Plan held $2.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

HL Asset Management's EIN is 47-1090533.

EIN 47-1090533

Plan number 002

Plan year 2024

ACK ID 20251010051111NAL0017750290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HL Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HL Asset Management's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HL ASSET MANAGEMENT.

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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