Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
HP INVESTMENTS INC.
EIN 22-3973897financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
13
5959 COMMERCE BLVD STE 14 - ROHNERT PARK, CA 94928415-867-6488hpifinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HP INVESTMENTS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HP INVESTMENTS, INC. CASH BALANCE PLAN
CashBalance
Assets$276K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HP INVESTMENTS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.3M | 6 | 2025 | |
| 002 | HP INVESTMENTS, INC. CASH BALANCE PLAN | CashBalance | $276K | 7 | 2025 |
Retirement plans