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Sponsor portfolio

HALGENE WATCH, LTD

EIN 13-3969778-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
4
20 E 46TH ST - ROOM 702 - NEW YORK, NY 10017212-557-3030
Plans on this EIN
2 filings
#002401k-$4.7M - 2 part#003CashBalance-$1.0M - 2 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • LTD RETIREMENT PLAN (#002)82%
  • CASH BALANCE PLAN (#003)18%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD RETIREMENT PLAN (#002)2
  • CASH BALANCE PLAN (#003)2
Total 4Click 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#002

HALGENE WATCH, LTD RETIREMENT PLAN

401k

Assets$4.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HALGENE WATCH LTD. CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HALGENE WATCH, LTD RETIREMENT PLAN401k$4.7M22025
003HALGENE WATCH LTD. CASH BALANCE PLANCashBalance$1.0M22025
Retirement plans
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