Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENNEY WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN
EIN 27-3129399financial servicesLatest filing 2025
Plans
2
Retirement
2
$476K assets
Welfare
0
Participants
4
28421 RANCHO DE JUANA - LAGUNA NIGUEL, CA 926777405310-717-4221LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $476K assets / 4 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#001
HENNEY WEALTH MANAGEMENT, INC. MONEY PURCHASE PLAN
MoneyPurchase
Assets$302K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENNEY WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN
MoneyPurchase
Assets$175K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENNEY WEALTH MANAGEMENT, INC. MONEY PURCHASE PLAN | MoneyPurchase | $302K | 2 | 2025 | |
| 002 | HENNEY WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN | MoneyPurchase | $175K | 2 | 2025 |
Retirement plans