Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H. HENDY ASSOCIATES
EIN 33-0098289Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
105
4770 CAMPUS DRIVE, SUITE 100 - NEWPORT BEACH, CA 92660949-851-3080
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 105 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
HENDY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.6M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
H. HENDY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.9M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HENDY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.6M | 42 | 2025 | |
| 001 | H. HENDY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.9M | 63 | 2025 |
Retirement plans