Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HILLARY TAGGART LLC
EIN 47-2099180Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$447K assets
Welfare
0
Participants
8
1149 SOUTH BONNEVILLE DRIVE - SALT LAKE CITY, UT 84108801-541-6493
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $447K assets / 8 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
HILLARY TAGGART LLC CASH BALANCE PLAN
CashBalance
Assets$371K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HILLARY TAGGART LLC 401(K) PROFIT SHARING PLAN
401k
Assets$76K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HILLARY TAGGART LLC CASH BALANCE PLAN | CashBalance | $371K | 4 | 2024 | |
| 002 | HILLARY TAGGART LLC 401(K) PROFIT SHARING PLAN | 401k | $76K | 4 | 2024 |
Retirement plans