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  2. HESEN & HASLAM, LLC
Sponsor portfolio

HESEN & HASLAM, LLC

EIN 46-4735958-financial services-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
11
21031 VENTURA BLVD. SUITE 424 - WOODLAND HILLS, CA 91364818-200-1107hhretirement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$1.3M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • HH RETIREMENT PLAN (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HH RETIREMENT PLAN (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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#001

HH RETIREMENT PLAN

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HH CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HH RETIREMENT PLAN401k$1.8M62025
002HH CASH BALANCE PLANCashBalance$1.3M52025
Retirement plans
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