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Sponsor portfolio

HEINACO LLC

EIN 26-3103385-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
26
P. O. BOX 180 - HEBER CITY, UT 84032435-671-3551
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 14 part#001ProfitSharing-$154K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • DEFINED BENEFIT PLAN (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)14
  • PROFIT SHARING PLAN (#001)12
Total 26Click 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#002

HEINACO DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEINACO 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$154K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEINACO DEFINED BENEFIT PLANTraditionalDB$1.5M142024
001HEINACO 401(K) PROFIT SHARING PLANProfitSharing$154K122024
Retirement plans
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