How big is HCR Wealth Advisors' plan?

HCR Wealth Advisors' plan reported $5.4M in assets and 14 participants for 2025.

Original filing (PDF)20260522175708NAL0003422097001

HCR Wealth Advisors

Name: HCR Wealth Advisors — HCR Wealth Advisors 401(k), Form 5500 (2025)
Creator: HCR Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HCR Wealth Advisors 401(k) Plan

401(k) retirement plan · HCR Wealth Advisors' HCR Wealth Advisors 401(k) Plan held $5.4M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

HCR Wealth Advisors' EIN is 95-4181883.

EIN 95-4181883

Plan number 001

Plan year 2025

ACK ID 20260522175708NAL0003422097001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HCR Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HCR Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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