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Sponsor portfolio

HEINZEN LLC

EIN 80-0771784-machinery-Latest filing 2025
Plans
2
Retirement
2
$15.2M assets
Welfare
0
Participants
191
405 MAYOCK ROAD - GILROY, CA 95020408-842-7233LinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$11.1M - 111 part#002ESOP-$4.1M - 80 part

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 191 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • HEINZEN, LLC 401(K) (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEINZEN, LLC 401(K) (#001)111
  • EMPLOYEE STOCK OWNERSHIP (#002)80
Total 191Click 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

HEINZEN, LLC 401(K) PLAN

401k

Assets$11.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEINZEN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.1M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEINZEN, LLC 401(K) PLAN401k$11.1M1112024
002HEINZEN EMPLOYEE STOCK OWNERSHIP PLANESOP$4.1M802025
Retirement plans
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