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Sponsor portfolio

HFB CONSULTING, INCORPORATED

EIN 27-0355267-legal services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
9
5319 UNIVERSITY DRIVE, #137 - IRVINE, CA 92612949-887-6360huntleyfenneradvisors.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.1M - 4 part#003CashBalance-$178K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • HFA 401(K) (#001)86%
  • CASH BALANCE PLAN (#003)14%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)5
  • HFA 401(K) (#001)4
Total 9Click row to drill in

Plan deep-dives

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

HFA 401(K) PLAN

401k

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HFB CONSULTING, INCORPORATED CASH BALANCE PLAN

CashBalance

Assets$178K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HFA 401(K) PLAN401k$1.1M42024
003HFB CONSULTING, INCORPORATED CASH BALANCE PLANCashBalance$178K52025
Retirement plans
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