Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
HFS FINANCIAL LLC
EIN 45-2682661financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
65
100 OWINGS COURT, #13 - REISTERSTOWN, MD 21136877-255-1730hfsfinancial.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 65 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
HFS FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$4.3M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HFS FINANCIAL, LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants22
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 | HFS FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.3M | 43 | 2024 | |
| 002 | HFS FINANCIAL, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 22 | 2024 |
Retirement plans