How big is HFE Management, LLC's plan?

HFE Management, LLC's plan reported $5.8M in assets and 78 participants for 2023.

Original filing (PDF)20241220093825NAL0009374896001

HFE Management, LLC

Name: HFE Management, LLC — HFE Management, LLC Retirement, Form 5500 (2023)
Creator: HFE Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HFE Management, LLC Retirement Plan

401(k) retirement plan · HFE Management, LLC's HFE Management, LLC Retirement Plan held $5.8M in plan assets for 78 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

HFE Management, LLC's EIN is 72-0566072.

EIN 72-0566072

Plan number 001

Plan year 2023

ACK ID 20241220093825NAL0009374896001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for HFE Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

HFE Management, 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 HFE 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

Helping the score