Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEMAUER FINANCIAL GROUP
EIN 39-1917177Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
113 S. BROADWAY - DE PERE, WI 54115920-360-2975
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 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
HEMAUER FINANCIAL GROUP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$882K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEMAUER FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$601K
Participants3
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 | HEMAUER FINANCIAL GROUP 401(K) RETIREMENT SAVINGS PLAN | 401k | $882K | 3 | 2024 | |
| 002 | HEMAUER FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $601K | 3 | 2024 |
Retirement plans