Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HFA-AE LTD.
EIN 83-4099045Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$72.4M assets
Welfare
0
Participants
963
1705 S. WALTON BLVD. STE. 3 - BENTONVILLE, AR 72712479-273-7780
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $72.4M assets / 963 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
HFA ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$42.3M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HFA ENTERPRISES, LTD. 401(K) PLAN
401k
Assets$30.1M
Participants504
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 | HFA ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $42.3M | 459 | 2024 | |
| 001 | HFA ENTERPRISES, LTD. 401(K) PLAN | 401k | $30.1M | 504 | 2024 |
Retirement plans