Hf&H Consultants, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hf&H Consultants, LLC
  • Sponsor EIN: 943097242
  • Sponsor Address: 590 YGNACIO VALLEY RD, WALNUT CREEK, CA, 94596
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $15.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$15.4M$265,880$407,861
202325$13.5M$298,250$372,963
202226$11.3M$380,498$335,428

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