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  2. FANCY THAT, LLC
Sponsor portfolio

FANCY THAT, LLC

EIN 20-4009221-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
14
P.O. BOX 11835 - PRESCOTT, AZ 86304928-445-1883fancyhat.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filings
#002TraditionalDB-$965K - 5 part#001401k-$515K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED BENEFIT PLAN (#002)65%
  • FANCY THAT 401(K) (#001)35%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FANCY THAT 401(K) (#001)9
  • DEFINED BENEFIT PLAN (#002)5
Total 14Click 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#002

FANCY THAT DEFINED BENEFIT PLAN

TraditionalDB

Assets$965K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FANCY THAT 401(K) PLAN

401k

Assets$515K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FANCY THAT DEFINED BENEFIT PLANTraditionalDB$965K52025
001FANCY THAT 401(K) PLAN401k$515K92025
Retirement plans
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