Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOUSTON EVERETT GROUP, INC.
EIN 47-1924254Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
173
3330 PEBBLE BEACH LANE - PEARLAND, TX 77584832-576-6139
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 173 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
HOUSTON EVERETT GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOUSTON EVERETT GROUP, INC. 401(K) PLAN
401k
Assets$1.6M
Participants89
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 | HOUSTON EVERETT GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 84 | 2024 | |
| 001 | HOUSTON EVERETT GROUP, INC. 401(K) PLAN | 401k | $1.6M | 89 | 2025 |
Retirement plans