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  2. JOSEPH T. HATZOPOULOS, JR.
Sponsor portfolio

JOSEPH T. HATZOPOULOS, JR.

EIN 56-2258850-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
140
16915 STATESVILLE ROAD - HUNTERSVILLE, NC 28078704-892-0071
Plans on this EIN
2 filings
#020401k-$2.3M - 75 part#001CashBalance-$1.2M - 65 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 140 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • LLC RETIREMENT Savings (#020)66%
  • CASH BALANCE PLAN (#001)34%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT Savings (#020)75
  • CASH BALANCE PLAN (#001)65
Total 140Click 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#020

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

401k

Assets$2.3M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOSEPH T. HATZOPOULOS, JR. CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
020TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN401k$2.3M752025
001JOSEPH T. HATZOPOULOS, JR. CASH BALANCE PLANCashBalance$1.2M652024
Retirement plans
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