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Sponsor portfolio

THE HOOK UP TACKLE

EIN 65-1189683-fishery-Latest filing 2024
Plans
2
Retirement
2
$785K assets
Welfare
0
Participants
23
8990 W WINDSOR DRIVE, STE 101 - PEORIA, AZ 85381602-254-8643thehookuptackle.comLinkedIn11-50 employeesfishery
Plans on this EIN
2 filings
#001CashBalance-$594K - 11 part#002ProfitSharing-$191K - 12 part

Retirement portfolio analytics

2 plans aggregated / $785K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $785KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)12
  • CASH BALANCE PLAN (#001)11
Total 23Click 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#001

THE HOOK UP TACKLE CASH BALANCE PLAN

CashBalance

Assets$594K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HOOK UP TACKLE PROFIT SHARING PLAN

ProfitSharing

Assets$191K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HOOK UP TACKLE CASH BALANCE PLANCashBalance$594K112024
002THE HOOK UP TACKLE PROFIT SHARING PLANProfitSharing$191K122024
Retirement plans
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