Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HSA & ASSOCIATES, INC.
EIN 20-3791783civil engineeringLatest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
93
301 N. LAKE AVENUE, SUITE 500 - PASADENA, CA 91101626-521-9931hsaassociates.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 93 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
HSA & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HSA & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$3.8M
Participants54
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 | HSA & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $4.7M | 39 | 2024 | |
| 001 | HSA & ASSOCIATES, INC. 401(K) PLAN | 401k | $3.8M | 54 | 2024 |
Retirement plans