Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEMSLEY ADVISORS, LTD.
EIN 36-3914716investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 10 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
HEMSLEY ADVISORS, LTD. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEMSLEY ADVISORS, LTD. 401(K) PLAN
401k
Assets$1.7M
Participants5
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 | HEMSLEY ADVISORS, LTD. CASH BALANCE PLAN | CashBalance | $2.0M | 5 | 2025 | |
| 001 | HEMSLEY ADVISORS, LTD. 401(K) PLAN | 401k | $1.7M | 5 | 2025 |
Retirement plans