Department of Labor filing

HF GROUP LLC

HF GROUP LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

27filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$375

Reported employer contributions per active participant.

Higher than about 13% of comparable plans

#People in the filing

212

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$126 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 61% of comparable plans

↗Investment performance

Not available

Plan assets changed -13.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202427out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions13th percentileTypical peer $1,246 · based on 230 comparable plans

Lower reported administrative expense61st percentileTypical peer $171 · based on 243 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HF GROUP LLC reported $79,423 in employer contributions across the plan and 212 active participants. That works out to $375 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 24.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 15.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context27/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $79,423
Participant contributions: $320,523
Other contributions: Not reported
Employer share of reported contributions: 19.9%
Beginning assets: $10,134,039
Ending assets: $8,813,401
Ending net assets: $8,785,442
Ending liabilities: $27,959
Total income: $1,340,746
Total expenses: $2,685,593
Administrative expenses: $30,589
Participant loans: $26,750

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$497

2023

$238

2024

$375

Plan-paid administrative expenses per participant

2022

$150

2023

$136

2024

$126

Active participants

2022

199

2023

201

2024

212

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$375	212	8.8M	20251015085933NAL0008433618001
2023	$238	201	10.1M	20240924123611NAL0007445795001
2022	$497	199	8.8M	20230913103232NAL0015193379001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 204101469-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1994
Industry: Industry group 323
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2S2T3B3D

Current plan terms

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Filing ACK_ID20251015085933NAL0008433618001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗