Original filing (PDF)20250926093914NAL0013567810001

Hill Family Group, Inc.

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

Form 5500

FILING_RECEIVED

Hill Family Group Retirement Plan

401(k) retirement plan · Hill Family Group, Inc.'s Hill Family Group Retirement Plan held $24.7M in plan assets for 31 participants in 2024, with JPMorgan Invest Holdings LLC as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

Accounts w/ balance

171

Plan assets (EOY)

$24.7M

Net assets (EOY)

$24.7M

How this plan invests

This plan

4 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILL FAMILY GROUP, INC.

Plan sponsor

Name

HILL FAMILY GROUP, INC

EIN

75-1869395all filings

Address

5049 EDWARDS RANCH ROAD, FLOOR 4 · FORT WORTH, TX · 76109

Phone

(817) 367-4222

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$225	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	—	ST PETERSBURG, FL	INVESTMENT ADVISOR	$49K	—

Investments

27 direct securities · 4 pooled funds· $24.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$21.0M

17 holdings

Common Collective Trusts

$1.6M

1 holding

Mutual Funds

$1.0M

8 holdings

Common Collective Trust

$856K

4 holdings

Self-Directed Brokerage

$172K

1 holding

					% of plan
JPMORGAN SMARTRETIREMENT 2030 R6 Mutual Fund -	Other securities	—	—	$4.5M	18.1%
JPMORGAN SMARTRETIREMENT 2035 R6 Mutual Fund -	Other securities	—	—	$3.1M	12.5%
JPMORGAN US EQUITY R6 Mutual Fund -	Other securities	—	—	$2.9M	11.6%
JPMORGAN SMARTRETIREMENT 2040 R6 Mutual Fund -	Other securities	—	—	$2.3M	9.2%
JPMORGAN SMARTRETIREMENT 2045 R6 Mutual Fund -	Other securities	—	—	$1.9M	7.6%
JPMORGAN SMARTRETIREMENT 2050 R6 Mutual Fund -	Other securities	—	—	$1.6M	6.6%
FIDELITY 500 INDEX Mutual Fund -	Common Collective Trusts	—	—	$1.6M	6.4%
JPMORGAN LARGE CAP GROWTH R6 Mutual Fund -	Other securities	—	—	$1.5M	6.2%
JPMORGAN SMARTRETIREMENT 2025 R6 Mutual Fund -	Other securities	—	—	$1.1M	4.5%
JPMORGAN SMARTRETIREMENT 2055 R6 Mutual Fund -	Other securities	—	—	$739K	3.0%
JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001	Common Collective Trust	—	—	$612K	2.5%
JPMORGAN SMALL CAP EQUITY R6 Mutual Fund -	Other securities	—	—	$359K	1.5%
CARILLON EAGLE MID CAP GROWTH R6 Mutual Fund -	Other securities	—	—	$304K	1.2%
FIDELITY MID CAP INDEX Mutual Fund -	Mutual Funds	—	—	$256K	1.0%
AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund -	Mutual Funds	—	—	$208K	0.8%
SCHWAB SDB Self-Directed Brokerage Account -	Self-Directed Brokerage	—	—	$172K	0.7%
JPMORGAN SMARTRETIREMENT 2020 R6 Mutual Fund -	Other securities	—	—	$169K	0.7%
JPMORGAN EQUITY INCOME R6 Mutual Fund -	Other securities	—	—	$167K	0.7%
CARILLON SCOUT MID CAP R6 Mutual Fund -	Other securities	—	—	$162K	0.7%
FIDELITY SMALL CAP INDEX Mutual Fund -	Mutual Funds	—	—	$161K	0.7%
JPMORGAN SMARTRETIREMENT INCOME R6 Mutual Fund -	Other securities	—	—	$159K	0.6%
PIMCO RAE PLUS SMALL I-2 Mutual Fund -	Mutual Funds	—	—	$135K	0.5%
FIDELITY INTERNATIONAL INDEX Mutual Fund -	Mutual Funds	—	—	$112K	0.5%
INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 001	Common Collective Trust	—	—	$108K	0.4%
MFS MID CAP VALUE R6 Mutual Fund -	Mutual Funds	—	—	$100K	0.4%
CORE BOND R1 GREAT GRAY · EIN 82-1986152 / PN 001	Common Collective Trust	—	—	$97K	0.4%
COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Fund -	Other securities	—	—	$70K	0.3%
BLACKROCK HIGH YIELD BOND PORTFOLIO K Mutual Fund -	Other securities	—	—	$56K	0.2%
FIDELITY US BOND INDEX Mutual Fund -	Mutual Funds	—	—	$40K	0.2%
EMERGING MARKETS FUND II CL R1 GREAT GRAY · EIN 38-7304135 / PN 001	Common Collective Trust	—	—	$39K	0.2%
INVESCO SMALL CAP GROWTH R6 Mutual Fund -	Mutual Funds	—	—	$12K	<0.1%