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Sponsor portfolio

CATHY HILL INC.

EIN 42-1471458-real estate-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
5
2650 DEER LANE RD - MARION, IA 52302319-350-8521cathyhillrealtor.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$595K - 3 part#001401k-$437K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PENSION (#002)58%
  • 401(K) P/S PLAN (#001)42%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)3
  • 401(K) P/S PLAN (#001)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CATHY HILL, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$595K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CATHY HILL INC 401(K) P/S PLAN

401k

Assets$437K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CATHY HILL, INC. CASH BALANCE PENSION PLANCashBalance$595K32024
001CATHY HILL INC 401(K) P/S PLAN401k$437K22025
Retirement plans
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