Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERBSTREIT ENTERPRISES, INC.
EIN 20-5224186Arts, Entertainment, and RecreationLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
14
1 MUSIC CIRCLE SOUTH, SUITE 330 - NASHVILLE, TN 37203614-927-2539
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 14 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
HERBSTREIT ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$6.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERBSTREIT ENTERPRISES, INC. RETIREMENT PLAN
401k
Assets$3.2M
Participants7
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 | HERBSTREIT ENTERPRISES CASH BALANCE PLAN | CashBalance | $6.1M | 7 | 2024 | |
| 001 | HERBSTREIT ENTERPRISES, INC. RETIREMENT PLAN | 401k | $3.2M | 7 | 2024 |
Retirement plans