How big is Hilltop Wealth Advisors, LLC's plan?

Hilltop Wealth Advisors, LLC's plan reported $2.6M in assets and 14 participants for 2025.

Original filing (PDF)20260513104126NAL0006264259001

Hilltop Wealth Advisors, LLC

Name: Hilltop Wealth Advisors, LLC — Hilltop Wealth, Form 5500 (2025)
Creator: Hilltop Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hilltop Wealth Advisors Retirement Plan

401(k) retirement plan · Hilltop Wealth Advisors, LLC's Hilltop Wealth Advisors Retirement Plan held $2.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Hilltop Wealth Advisors, LLC's EIN is 81-2450574.

EIN 81-2450574

Plan number 001

Plan year 2025

ACK ID 20260513104126NAL0006264259001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hilltop Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hilltop Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILLTOP WEALTH 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