Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNDERHILL & HODGE, LLC
EIN 47-1045545Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
Participants
16
8000 WALTON PARKWAY, SUITE 260, SUITE 260 - NEW ALBANY, OH 43054614-335-9321
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 11 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
UNDERHILL & HODGE, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UNDERHILL & HODGE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNDERHILL AND HODGE LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNDERHILL & HODGE, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 5 | 2025 | |
| 001 | UNDERHILL & HODGE, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNDERHILL AND HODGE LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans