Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEATHER ROXBURGH REALTY, INC.
EIN 20-8379444real estateLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
831 E. PIONEER ROAD UNIT 105 - DRAPER, UT 84020801-913-6454heathersellsutah.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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#003
ROXBURGH REALTY SAFE HARBOR 401(K) PLAN
401k
Assets$992K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ROXBURGH REALTY CASH BALANCE PENSION PLAN
CashBalance
Assets$577K
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 | |
|---|---|---|---|---|---|---|
| 003 | ROXBURGH REALTY SAFE HARBOR 401(K) PLAN | 401k | $992K | 6 | 2025 | |
| 004 | ROXBURGH REALTY CASH BALANCE PENSION PLAN | CashBalance | $577K | 4 | 2025 |
Retirement plans
Welfare plans