Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HIDDEN VALLEY HOMES
EIN 27-1564029constructionLatest filing 2024
Plans
3
Retirement
2
$6.6M assets
Welfare
1
Participants
33
520 DUKE DR - BRENTWOOD, TN 37027615-370-0980hiddenvalleyhomesnashville.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 22 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#002
HIDDEN VALLEY HOMES CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HIDDEN VALLEY HOMES 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
HIDDEN VALLEY HOMES CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HIDDEN VALLEY HOMES CASH BALANCE PLAN | CashBalance | $4.7M | 11 | 2024 | |
| 001 | HIDDEN VALLEY HOMES 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 11 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | HIDDEN VALLEY HOMES CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans