How big is Hawthorne Advisors, LLC's plan?

Hawthorne Advisors, LLC's plan reported $561K in assets and 21 participants for 2022.

Original filing (PDF)20230713132708NAL0024182033001

Hawthorne Advisors, LLC

Name: Hawthorne Advisors, LLC — Hawthorne Advisors, LLC, Form 5500 (2022)
Creator: Hawthorne Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hawthorne Advisors, LLC 401(k) Plan

401(k) retirement plan · Hawthorne Advisors, LLC's Hawthorne Advisors, LLC 401(k) Plan held $561K in plan assets for 21 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Manish Bhatt signed Hawthorne Advisors, LLC's 2022 Form 5500 as plan administrator.

Manish Bhatt — 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

Hawthorne Advisors, LLC's EIN is 81-0822295.

EIN 81-0822295

Plan number 001

Plan year 2022

ACK ID 20230713132708NAL0024182033001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Hawthorne Advisors, LLC's plan includes automatic enrollment, 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 HAWTHORNE ADVISORS, 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