How big is HDA Wealth Management LLC's plan?

HDA Wealth Management LLC's plan reported $10K in assets and 2 participants for 2024.

Original filing (PDF)20251126140749NAL0002529907001

HDA Wealth Management LLC

Name: HDA Wealth Management LLC — HDA Wealth Management, Form 5500 (2024)
Creator: HDA Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HDA Wealth Management LLC SOCA Benefit Plan

Health & welfare plan · HDA Wealth Management LLC's HDA Wealth Management LLC SOCA Benefit Plan held $10K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed HDA Wealth Management LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

HDA Wealth Management LLC's EIN is 87-2642493.

EIN 87-2642493

Plan number 501

Plan year 2024

ACK ID 20251126140749NAL0002529907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HDA Wealth Management LLC's plan includes health coverage.

Decision-maker contacts

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

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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