Original filing (PDF)20251014114745NAL0005766050001

HI FINANCIAL LLC

Name: HI FINANCIAL LLC — HI FINANCIAL RETIREMENT PLAN, Form 5500 (2024)
Creator: HI FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

HI FINANCIAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HI FINANCIAL LLC.

Plan sponsor

Name

HI FINANCIAL LLC

EIN

82-1494836all filings

Address

3023 E COPPER POINT DR · SUITE 106 · MERIDIAN, ID · 83642

Phone

(208) 846-7230

Industry

Finance & Insurancesee all

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP

SFP ENTERPRISES, INC. 401(K) PLAN

$210K · 2 participants

CAPSTONE FINANCIAL GROUP LLC

CAPSTONE FINANCIAL GROUP LLC 401K

$211K · 10 participants

HELP HOME SERVICES HOLDING, INC.

TREETOP ASSET MANAGEMENT 401(K) PLAN

$210K · 3 participants

BLUELINE ADVISORS LLC

BLUELINE ADVISORS 401K PROFIT SHARING PLAN

$211K · 2 participants

LAURENCE LOF FINANCIAL ADVISORS, LLC

LAURENCE LOF FINANCIAL ADVISORS 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.