How big is HFP Wealth Management, LLC's plan?

HFP Wealth Management, LLC's plan reported $685K in assets and 7 participants for 2024.

Original filing (PDF)20251015084627NAL0008390354001

HFP Wealth Management, LLC

Name: HFP Wealth Management, LLC — HFP Wealth Management, Form 5500 (2024)
Creator: HFP Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HFP Wealth Management, LLC Retirement Plan

401(k) retirement plan · HFP Wealth Management, LLC's HFP Wealth Management, LLC Retirement Plan held $685K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

Plan identifiers

HFP Wealth Management, LLC's EIN is 47-2614202.

EIN 47-2614202

Plan number 001

Plan year 2024

ACK ID 20251015084627NAL0008390354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HFP Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFP WEALTH MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off