Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$4.5M
Filings through .
2 plans aggregated / $7.0M assets / 36 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HETHCOAT & DAVIS 401K PROFIT SHARING PLAN & TRUST | 401(k) | $4.5M | 23 | 2025 |
| #002 | HETHCOAT & DAVIS, INC. CASH BALANCE PENSION PLAN | Cash balance | $2.5M | 13 | 2025 |