Original filing (PDF)20240730141014NAL0034446512001

Hillcrest Financial Group LLC

Name: Hillcrest Financial Group LLC — Hillcrest Financial, Form 5500 (2023)
Creator: Hillcrest Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hillcrest Financial Group LLC SOCA Benefit Plan

Health & welfare plan · Hillcrest Financial Group LLC's Hillcrest Financial Group LLC SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Hillcrest Financial Group LLC's 2023 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

Hillcrest Financial Group LLC's EIN is 88-3078892.

EIN 88-3078892

Plan number 501

Plan year 2023

ACK ID 20240730141014NAL0034446512001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hillcrest Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hillcrest Financial Group 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 HILLCREST FINANCIAL GROUP 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