How big is HOA Partners West, LLC's plan?

HOA Partners West, LLC's plan reported $375K in assets and 21 participants for 2024.

Original filing (PDF)20251013122036NAL0002761266001

HOA Partners West, LLC

Name: HOA Partners West, LLC — MAXX/HOA West Retirement, Form 5500 (2024)
Creator: HOA Partners West, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MAXX/HOA West Retirement Plan

401(k) retirement plan · HOA Partners West, LLC's MAXX/HOA West Retirement Plan held $375K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

LISA Howells signed HOA Partners West, LLC's 2024 Form 5500 as plan administrator.

LISA Howells — 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

HOA Partners West, LLC's EIN is 81-5184683.

EIN 81-5184683

Plan number 001

Plan year 2024

ACK ID 20251013122036NAL0002761266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HOA Partners West, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HOA Partners West, 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 HOA PARTNERS WEST, LLC.

Finding similar companies…

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

Knocking points off