Original filing (PDF)20231229095028NAL0015578064001

HPWM OPERATIONS LLC

Name: HPWM OPERATIONS LLC — HPWM OPERATIONS LLC MCF BENEFIT PLAN, Form 5500 (2022)
Creator: HPWM OPERATIONS LLC

Form 5500-SF

FILING_RECEIVED

HPWM OPERATIONS LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

HPWM OPERATIONS LLC

DBA

AFFINITY WEALTH PARTNER

EIN

82-3283606all filings

Address

2664 EAST KEARNEY · SPRINGFIELD, MO · 65803

Phone

(417) 520-3275

Industry

Finance & Insurancesee all

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PORTLAND INTEGRITAS ADVISORS, LLC

PORTLAND INTEGRITAS ADVISORS, LLC 401(K) PLAN

ERGOTELES LLC

ERGOTELES LLC 401(K) PROFIT SHARING PLAN

GARRETT & ASSOCIATES

GARRETT & ASSOCIATES CASH BALANCE PLAN

FIDUCIARY WISE, LLC FBO GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY 401K PLAN FIDUCIARY WISE, LLC

COMBANGIO, INC

COMBANGIO, INC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.