Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
HAKANSON ANDERSON ASSOCIATES, INC.
EIN 41-1356520Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
76
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 76 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
HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN
401k
Assets$6.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$2.5M
Participants36
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 | HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | 401k | $6.8M | 40 | 2024 | |
| 002 | HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $2.5M | 36 | 2024 |
Retirement plans