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Sponsor portfolio

ERIN HOLT HEALTH, LLC

EIN 82-3432755-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$488K assets
Welfare
0
Participants
7
35 KENNARD ROAD - NOTTINGHAM, NH 03290617-833-5573erinholthealth.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001CashBalance-$316K - 3 part#002401k-$172K - 4 part

Retirement portfolio analytics

2 plans aggregated / $488K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CASH BALANCE PENSION (#001)65%
  • PROFIT SHARING PLAN (#002)35%
Total $488KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PENSION (#001)3
Total 7Click 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

ERIN HOLT HEALTH, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$316K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERIN HOLT HEALTH, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$172K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERIN HOLT HEALTH, LLC CASH BALANCE PENSION PLANCashBalance$316K32024
002ERIN HOLT HEALTH, LLC 401(K) PROFIT SHARING PLAN401k$172K42024
Retirement plans
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