Assets by plan
Share of aggregate retirement assets
Filings through .
Herbstreit Enterprises, Inc.
EIN 20-5224186Arts, Entertainment, and RecreationLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Health & Benefits
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 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
HERBSTREIT ENTERPRISES CASH BALANCE PLAN
Cash balance
Assets$6.1M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HERBSTREIT ENTERPRISES, INC. RETIREMENT PLAN
401(k)
Assets$3.2M
Participants7
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 | HERBSTREIT ENTERPRISES CASH BALANCE PLAN | Cash balance | $6.1M | 7 | 2024 |
| #001 | HERBSTREIT ENTERPRISES, INC. RETIREMENT PLAN | 401(k) | $3.2M | 7 | 2024 |
- #002 · Cash balance · 20247
- #001 · 401(k) · 20247
Retirement plans