Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEPTEMBER HOUSE USA LLC
EIN 14-1979885constructionLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
24
7064 SAMPEY ROAD, UNIT 5 - GROVELAND, FL 34736352-978-6761septemberhouseusa.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 24 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#002
SEPTEMBER HOUSE USA LLC CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SEPTEMBER HOUSE USA LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SEPTEMBER HOUSE USA LLC CASH BALANCE PLAN | CashBalance | $3.5M | 12 | 2025 | |
| 001 | SEPTEMBER HOUSE USA LLC 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 12 | 2025 |
Retirement plans