Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $2.9M assets / 7 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HULETT & COMPANY, LLC CASH BALANCE PENSION PLAN | Cash balance | $2.2M | 3 | 2025 |
| #001 | HULETT & COMPANY LLC 401(K) P/S PLAN | 401(k) | $745K | 4 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HULETT & COMPANY LLC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |