How big is Hawthorne Strategy Group, Inc.'s plan?

Hawthorne Strategy Group, Inc.'s plan reported $668K in assets and 8 participants for 2024.

Original filing (PDF)20251001105241NAL0005884595001

Hawthorne Strategy Group, Inc.

Name: Hawthorne Strategy Group, Inc. — Hawthorne Strategy, Form 5500 (2024)
Creator: Hawthorne Strategy Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hawthorne Strategy Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Hawthorne Strategy Group, Inc.'s Hawthorne Strategy Group, Inc. 401(k) Profit Sharing Plan held $668K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

Plan identifiers

Hawthorne Strategy Group, Inc.'s EIN is 47-4448381.

EIN 47-4448381

Plan number 001

Plan year 2024

ACK ID 20251001105241NAL0005884595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawthorne Strategy Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawthorne Strategy Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HAWTHORNE STRATEGY GROUP, INC.

EIN

all filings

Address

205 WEST WACKER · SUITE 513 · CHICAGO, IL · 60606

Phone

(312) 970-0251

Industry

Professional & Technical Services

Plan administrator