Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENDERSON STRATEGIC FINANCIAL INSURANCE SERVICES
EIN 20-4673728insuranceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 10 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#001
HENDERSON SFIS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENDERSON SFIS PROFIT SHARING PLAN
ProfitSharing
Assets$173K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENDERSON SFIS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 5 | 2024 | |
| 002 | HENDERSON SFIS PROFIT SHARING PLAN | ProfitSharing | $173K | 5 | 2024 |
Retirement plans