Assets by plan
Share of aggregate retirement assets
Filings through .
Fancy That, LLC
EIN 20-4009221venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
0
Participants
14
P.O. BOX 11835 - PRESCOTT, AZ 86304928-445-1883fancyhat.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FANCY THAT DEFINED BENEFIT PLAN
Traditional DB
Assets$965K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FANCY THAT 401(K) PLAN
401(k)
Assets$515K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FANCY THAT DEFINED BENEFIT PLAN | Traditional DB | $965K | 5 | 2025 |
| #001 | FANCY THAT 401(K) PLAN | 401(k) | $515K | 9 | 2025 |
- #002 · Traditional DB · 20255
- #001 · 401(k) · 20259
Retirement plans