How big is Hildene Financial Group LLC's plan?

Hildene Financial Group LLC's plan reported $12K in assets and 6 participants for 2024.

Original filing (PDF)20251006081117NAL0001913859001

Hildene Financial Group LLC

Name: Hildene Financial Group LLC — Hildene Financial, Form 5500 (2024)
Creator: Hildene Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hildene Financial Group LLC 401 K

401(k) retirement plan · Hildene Financial Group LLC's Hildene Financial Group LLC 401 K held $12K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Sarah Forhan signed Hildene Financial Group LLC's 2024 Form 5500 as plan administrator.

Sarah Forhan — 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

Hildene Financial Group LLC's EIN is 93-3823734.

EIN 93-3823734

Plan number 001

Plan year 2024

ACK ID 20251006081117NAL0001913859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hildene Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hildene Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 HILDENE FINANCIAL GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off