How big is Harrell Investment Partners, LLC's plan?

Harrell Investment Partners, LLC's plan reported $457K in assets and 6 participants for 2024.

Original filing (PDF)20250514114540NAL0019058785001

Harrell Investment Partners, LLC

Name: Harrell Investment Partners, LLC — Harrell Investmen, Form 5500 (2024)
Creator: Harrell Investment Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrell Investment Partners LLC 401(k) PS Plan

401(k) retirement plan · Harrell Investment Partners, LLC's Harrell Investment Partners LLC 401(k) PS Plan held $457K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

People on this filing

Anna Bodine signed Harrell Investment Partners, LLC's 2024 Form 5500 as plan administrator.

Anna Bodine — 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

Harrell Investment Partners, LLC's EIN is 83-2373368.

EIN 83-2373368

Plan number 001

Plan year 2024

ACK ID 20250514114540NAL0019058785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRELL INVESTMENT PARTNERS, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HARRELL INVESTMENT PARTNERS, LLC

EIN

all filings

Address

3814 MEDICAL PKWY · AUSTIN, TX · 78756

Phone

(512) 759-8002

Industry

Finance & Insurance

Plan administrator