How big is HSI Private Wealth Management Group's plan?

HSI Private Wealth Management Group's plan reported $276K in assets and 4 participants for 2024.

Original filing (PDF)20250604100835NAL0008333171001

HSI Private Wealth Management Group

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

Form 5500-SF

FILING_RECEIVED

HSI Private Wealth Management Group 401(k) Profit Sharing Plan

401(k) retirement plan · HSI Private Wealth Management Group's HSI Private Wealth Management Group 401(k) Profit Sharing Plan held $276K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Jefferson Sarchione signed HSI Private Wealth Management Group's 2024 Form 5500 as plan administrator.

Jefferson Sarchione — 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

HSI Private Wealth Management Group's EIN is 88-2657636.

EIN 88-2657636

Plan number 001

Plan year 2024

ACK ID 20250604100835NAL0008333171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HSI Private Wealth Management Group's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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