How big is Hastie Financial Group, LLC's plan?

Hastie Financial Group, LLC's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260421104505NAL0002471489001

Hastie Financial Group, LLC

Name: Hastie Financial Group, LLC — Hastie Financial, Form 5500 (2025)
Creator: Hastie Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hastie Financial Group, LLC 401(k) Plan

401(k) retirement plan · Hastie Financial Group, LLC's Hastie Financial Group, LLC 401(k) Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Ryan Hastie signed Hastie Financial Group, LLC's 2025 Form 5500 as plan administrator.

Ryan Hastie — 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

Hastie Financial Group, LLC's EIN is 81-0878399.

EIN 81-0878399

Plan number 001

Plan year 2025

ACK ID 20260421104505NAL0002471489001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hastie Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hastie Financial Group, 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 HASTIE FINANCIAL GROUP, 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

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 (95th percentile).

Plan sponsor

Name

HASTIE FINANCIAL GROUP, LLC

EIN

all filings

Address

307 MAIN STREET · SUITE 300 · SALINAS, CA · 93901

Phone

(831) 422-4910

Industry

Finance & Insurance

Plan administrator