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Sponsor portfolio

HALLINAN'S LIQUOR STORE

EIN 16-1141948-wine and spirits-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
3504 WEST GENESEE STREET - SYRACUSE, NY 13219315-488-7411LinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filings
#001CashBalance-$700K - 3 part#002ProfitSharing-$444K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#001)61%
  • PROFIT SHARING PLAN (#002)39%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click 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

HALLINAN'S LIQUOR STORE CASH BALANCE PLAN

CashBalance

Assets$700K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALLINAN'S LIQUOR STORE PROFIT SHARING PLAN

ProfitSharing

Assets$444K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALLINAN'S LIQUOR STORE CASH BALANCE PLANCashBalance$700K32024
002HALLINAN'S LIQUOR STORE PROFIT SHARING PLANProfitSharing$444K42024
Retirement plans
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