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Sponsor portfolio

HEATHER LOGAN CLARK LLC

EIN 01-0633719-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$561K assets
Welfare
0
Participants
6
4900 E. ARROYO VERDE DRIVE - PARADISE VALLEY, AZ 85253602-281-0606
Plans on this EIN
2 filings
#001TraditionalDB-$525K - 1 part#002ProfitSharing-$36K - 5 part

Retirement portfolio analytics

2 plans aggregated / $561K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFINED BENEFIT PENSION (#001)94%
  • POMCHIES, LLC 401(K) (#002)6%
Total $561KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POMCHIES, LLC 401(K) (#002)5
  • DEFINED BENEFIT PENSION (#001)1
Total 6Click 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

POMCHIES, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$525K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POMCHIES, LLC 401(K) PLAN

ProfitSharing

Assets$36K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POMCHIES, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$525K12024
002POMCHIES, LLC 401(K) PLANProfitSharing$36K52024
Retirement plans
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