Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEFCO VENTURES, LLC
EIN 84-3026380Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
2
$322K assets
Welfare
0
Participants
4
6628 N. 17TH WAY - PHOENIX, AZ 85016602-509-6253
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $322K assets / 4 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#001
HEFCO VENTURES, LLC CASH BALANCE PLAN
CashBalance
Assets$227K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEFCO VENTURES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$95K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEFCO VENTURES, LLC CASH BALANCE PLAN | CashBalance | $227K | 2 | 2024 | |
| 002 | HEFCO VENTURES, LLC 401(K) PROFIT SHARING PLAN | 401k | $95K | 2 | 2024 |
Retirement plans