PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Harold Hafner and Sons, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Harold Hafner and Sons, Inc.

EIN 31-0555320-retail-Latest filing 2025
Plans
2
Retirement
1
$538K assets
Health & Benefits
1
Participants
50
5445 WOOSTER PIKE - CINCINNATI, OH 45226513-321-1895LinkedIn11-50 employeesretail
Plans on this EIN
2 filings
#001401(k)-$538K - 50 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

H. HAFNER AND SONS, INC. RETIREMENT PLAN

401(k)

Assets$538K
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

H. HAFNER AND SONS, INC. SOCA BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H. HAFNER AND SONS, INC. RETIREMENT PLAN401(k)$538K502025
  • H. HAFNER AND SONS, INC. RETIREMENT PLAN$538K
    #001 · 401(k) · 202550

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501H. HAFNER AND SONS, INC. SOCA BENEFIT PLANSelf-funded-$002024
  • H. HAFNER AND SONS, INC. SOCA BENEFIT PLAN$0
    #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica