PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. HS Financial Group, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

HS Financial Group, LLC

EIN 33-1131924-financial services-Latest filing 2025
Plans
2
Retirement
1
$783K assets
Health & Benefits
1
Participants
75
18013 CLEVELAND PARKWAY DRIVE,, SUITE 170 - CLEVELAND, OH 44135216-762-1800hsfgroup.netLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$783K - 75 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HS FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$783K
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HS FINANCIAL GROUP LLC SOCA BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HS FINANCIAL GROUP 401(K) PLAN401(k)$783K752025
  • HS FINANCIAL GROUP 401(K) PLAN$783K
    #001 · 401(k) · 202575

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HS FINANCIAL GROUP LLC SOCA BENEFIT PLANSelf-funded-$002024
  • HS FINANCIAL GROUP LLC SOCA BENEFIT PLAN$0
    #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica