Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAPPY SUN ENTERPRISES, INC.
EIN 20-1221380consumer goodsLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
15
1680 EXECUTIVE DR., SUITE 400 - DULUTH, GA 30096404-992-3355happysunenterprise.orgLinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 15 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
HAPPY SUN ENTERPRISES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$816K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAPPY SUN RETIREMENT PLAN
401k
Assets$254K
Participants9
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 | HAPPY SUN ENTERPRISES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $816K | 6 | 2024 | |
| 001 | HAPPY SUN RETIREMENT PLAN | 401k | $254K | 9 | 2025 |
Retirement plans