Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VERNER REALTY ENTERPRISESLLC DBA HA
EIN 82-3912659Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$242K assets
Welfare
0
Participants
10
100 INTERNATIONAL DRIVE, 23RD FLOOR - BALTIMORE, MD 21202410-960-3962
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $242K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARBOR STONE ADVISORS CASH BALANCE PLAN
CashBalance
Assets$147K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HARBOR STONE ADVISOR GREENSPRING ADVISORS 401(K) PLAN
401k
Assets$95K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARBOR STONE ADVISORS CASH BALANCE PLAN | CashBalance | $147K | 5 | 2024 | |
| 001 | HARBOR STONE ADVISOR GREENSPRING ADVISORS 401(K) PLAN | 401k | $95K | 5 | 2024 |
Retirement plans