Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Hill Island Financial, LLC
EIN 87-2268717financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
21
38 COMMERCE AVE. SW, SUITE 310 - GRAND RAPIDS, MI 49503616-977-2639hillislandfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 21 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
HILL ISLAND FINANCIAL 401(K) PLAN
401(k)
Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HILL ISLAND FINANCIAL, LLC PENSION PLAN
Cash balance
Assets$745K
Participants9
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 | HILL ISLAND FINANCIAL 401(K) PLAN | 401(k) | $1.5M | 12 | 2025 | |
| 002 | HILL ISLAND FINANCIAL, LLC PENSION PLAN | Cash balance | $745K | 9 | 2025 |
Retirement plans