How big is HPW, LLC's plan?

HPW, LLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250701144512NAL0018601216001

HPW, LLC

Name: HPW, LLC — Affinity Wealth Partners 401(k) Profit, Form 5500 (2024)
Creator: HPW, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Wealth Partners 401(k) Profit Sharing Plan

401(k) retirement plan · HPW, LLC's Affinity Wealth Partners 401(k) Profit Sharing Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

HPW, LLC's EIN is 82-3283606.

EIN 82-3283606

Plan number 001

Plan year 2024

ACK ID 20250701144512NAL0018601216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HPW, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Plan sponsor

Name

HPW, LLC

EIN

all filings

Address

2664 E. KEARNEY STREET · SPRINGFIELD, MO · 65803

Phone

(417) 520-3275

Industry

Finance & Insurance

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

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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