How big is HFO Payroll, LLC's plan?

HFO Payroll, LLC's plan reported $1.4M in assets and 31 participants for 2022.

Original filing (PDF)20230530134649NAL0012913171001

HFO Payroll, LLC

Name: HFO Payroll, LLC — Heritage Family Offices, LLP, Form 5500 (2022)
Creator: HFO Payroll, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Family Offices, LLP 401(k) Plan

401(k) retirement plan · HFO Payroll, LLC's Heritage Family Offices, LLP 401(k) Plan held $1.4M in plan assets for 31 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brooke Fox signed HFO Payroll, LLC's 2022 Form 5500 as plan administrator.

Brooke Fox — 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

HFO Payroll, LLC's EIN is 47-2220161.

EIN 47-2220161

Plan number 001

Plan year 2022

ACK ID 20230530134649NAL0012913171001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for HFO Payroll, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

HFO Payroll, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score