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Sponsor portfolio

AHA SERVICES, INC.

EIN 26-0045998-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
10
459 NORTH 300 WEST, STE 11 - KAYSVILLE, UT 84037801-547-0809
Plans on this EIN
2 filings
#001CashBalance-$1.3M - 4 part#002401k-$148K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#001)90%
  • PROFIT SHARING PLAN (#002)10%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)6
  • CASH BALANCE PLAN (#001)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AHA SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AHA SERVICES, INC 401(K) PROFIT SHARING PLAN

401k

Assets$148K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AHA SERVICES, INC. CASH BALANCE PLANCashBalance$1.3M42024
002AHA SERVICES, INC 401(K) PROFIT SHARING PLAN401k$148K62024
Retirement plans
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