Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
HENRY STREET ADVISORS LLC
EIN 46-5587940Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
1500 MUREX DR - NAPLES, FL 34102239-370-2227
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
PUNTA GORDA PROPERTIES DEFINED BENEFIT PLAN
TraditionalDB
Assets$865K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PUNTA GORDA PROPERTIES 401(K) PLAN AND TRUST
401k
Assets$256K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PUNTA GORDA PROPERTIES DEFINED BENEFIT PLAN | TraditionalDB | $865K | 3 | 2024 | |
| 002 | PUNTA GORDA PROPERTIES 401(K) PLAN AND TRUST | 401k | $256K | 3 | 2024 |
Retirement plans