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Sponsor portfolio

SAM HILL & SONS, INC.

EIN 77-0114981-construction-Latest filing 2024
Plans
3
Retirement
3
$2.3M assets
Welfare
0
Participants
28
2627 BEENE ROAD - VENTURA, CA 93003805-644-6278samhillandsons.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#003ProfitSharing-$1.7M - 15 part#006401k-$377K - 10 part#004TraditionalDB-$294K - 3 part

Retirement portfolio analytics

3 plans aggregated / $2.3M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#003)71%
  • SONS, INC. Savings (#006)16%
  • INC. RETIREMENT PLAN (#004)13%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)15
  • SONS, INC. Savings (#006)10
  • INC. RETIREMENT PLAN (#004)3
Total 28Click 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#003

SAM HILL & SONS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SAM HILL & SONS, INC. SAVINGS PLAN

401k

Assets$377K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SAM HILL & SONS, INC. RETIREMENT PLAN

TraditionalDB

Assets$294K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SAM HILL & SONS, INC. PROFIT SHARING PLANProfitSharing$1.7M152024
006SAM HILL & SONS, INC. SAVINGS PLAN401k$377K102024
004SAM HILL & SONS, INC. RETIREMENT PLANTraditionalDB$294K32024
Retirement plans
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