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HERITAGE INSTALLATIONS I, LLC DBA RENEWAL BY ANDERSEN

EIN 01-0795076-construction-Latest filing 2024
Plans
3
Retirement
3
$4.7M assets
Welfare
0
Participants
264
13200 O'BANNON STATION WAY - LOUISVILLE, KY 40223502-266-7762LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#001401k-$4.0M - 95 part#002ProfitSharing-$345K - 83 part#003CashBalance-$344K - 86 part

Retirement portfolio analytics

3 plans aggregated / $4.7M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • 401(K) RETIREMENT Savings (#001)85%
  • PROFIT SHARING PLAN (#002)7%
  • CASH BALANCE PLAN (#003)7%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)95
  • CASH BALANCE PLAN (#003)86
  • PROFIT SHARING PLAN (#002)83
Total 264Click 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

RENEWAL BY ANDERSEN 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.0M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RENEWAL BY ANDERSEN PROFIT SHARING PLAN

ProfitSharing

Assets$345K
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RENEWAL BY ANDERSEN CASH BALANCE PLAN

CashBalance

Assets$344K
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RENEWAL BY ANDERSEN 401(K) RETIREMENT SAVINGS PLAN401k$4.0M952024
002RENEWAL BY ANDERSEN PROFIT SHARING PLANProfitSharing$345K832024
003RENEWAL BY ANDERSEN CASH BALANCE PLANCashBalance$344K862024
Retirement plans
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