Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.E. HEFNER COMPANY
EIN 43-1935179Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
2614 E MURPHY SCHOOL ROAD - GRAIN VALLEY, MO 64029816-690-7010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 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
J. E. HEFNER COMPANY INC. CASH BALANCE PLAN
CashBalance
Assets$971K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J.E. HEFNER COMPANY 401(K) PLAN
401k
Assets$323K
Participants8
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 | J. E. HEFNER COMPANY INC. CASH BALANCE PLAN | CashBalance | $971K | 7 | 2024 | |
| 001 | J.E. HEFNER COMPANY 401(K) PLAN | 401k | $323K | 8 | 2024 |
Retirement plans