Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCISCO HERNANDEZ TAX SERVICES, LLC
EIN 20-4883056individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
7791 NW 46TH STREET, SUITE 224 - DORAL, FL 33166305-552-7240fhts1040.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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
FRANCISCO HERNANDEZ TAX SERVICES, LLC 401(K) PLAN
401k
Assets$860K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANCISCO HERNANDEZ TAX SERVICES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$414K
Participants4
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 | FRANCISCO HERNANDEZ TAX SERVICES, LLC 401(K) PLAN | 401k | $860K | 6 | 2024 | |
| 002 | FRANCISCO HERNANDEZ TAX SERVICES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $414K | 4 | 2024 |
Retirement plans