Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $25.4M assets / 54 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HOUSEWORKS, LTD. PROFIT SHARING PLAN | Profit-sharing | $21.5M | 29 | 2025 |
| #004 | HOUSEWORKS, LTD. CASH BALANCE PLAN | Cash balance | $3.8M | 25 | 2025 |