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Sponsor portfolio

HFI, LLC

EIN 20-3914731-automotive-Latest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$362K premiums
Participants
900
59 GENDER ROAD - CANAL WINCHESTER, OH 43110614-491-0700hfi-inc.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$20.7M - 568 part#503Mixed-$362K - 400 lives

Benefits portfolio analytics

1 plan / $362K premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$217K
  • Life$212K
  • Long-term disability$212K
  • Dental$145K
  • Vision$145K
Total $362K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA58%
  • PRINCIPAL LIFE INSURANCE COMPANY40%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $362K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • THE CASON GROUP INC10%
  • UNKNOWN7%
  • WATCHTOWER BENEFITS, LLC3%
Total $87K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HFI, LLC SAVINGS PLAN

401k

Assets$20.7M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HFI, LLC EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$362K
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HFI, LLC SAVINGS PLAN401k$20.7M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HFI, LLC EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$362K4002025
Retirement plans
Welfare plans
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