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Sponsor portfolio

HAFNER SQUARED SERVICES LLC

EIN 81-2019821-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$633K assets
Welfare
0
Participants
32
18700 FM 1431, SUITE H - LEANDER, TX 78646210-213-5068
Plans on this EIN
2 filings
#002CashBalance-$512K - 16 part#001401k-$122K - 16 part

Retirement portfolio analytics

2 plans aggregated / $633K assets / 32 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • SERVICES LLC 401(K) (#001)19%
Total $633KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)16
  • SERVICES LLC 401(K) (#001)16
Total 32Click 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#002

HAFNER SQUARED SERVICES LLC CASH BALANCE PLAN

CashBalance

Assets$512K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAFNER SQUARED SERVICES LLC 401(K) PLAN

401k

Assets$122K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HAFNER SQUARED SERVICES LLC CASH BALANCE PLANCashBalance$512K162025
001HAFNER SQUARED SERVICES LLC 401(K) PLAN401k$122K162025
Retirement plans
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