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Sponsor portfolio

H & R ACQUISITION, INC

EIN 46-5187174-Construction-Latest filing 2024
Plans
2
Retirement
2
$221K assets
Welfare
0
Participants
10
1450 W. WILLOW STREET - CHIPPEWA FALLS, WI 54729715-456-1254
Plans on this EIN
2 filings
#002CashBalance-$179K - 5 part#001401k-$43K - 5 part

Retirement portfolio analytics

2 plans aggregated / $221K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • INC RETIREMENT Savings (#001)19%
Total $221KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • INC RETIREMENT Savings (#001)5
Total 10Click 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

H & R ACQUISITION, INC CASH BALANCE PLAN

CashBalance

Assets$179K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

H & R ACQUISITION, INC RETIREMENT SAVINGS PLAN

401k

Assets$43K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002H & R ACQUISITION, INC CASH BALANCE PLANCashBalance$179K52024
001H & R ACQUISITION, INC RETIREMENT SAVINGS PLAN401k$43K52024
Retirement plans
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