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Sponsor portfolio

H & M STRATEGIES LLC

EIN 85-0584279-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$126K assets
Welfare
0
Participants
4
4948 ESKRIDGE TERRACE NW - WASHINGTON, DC 20016202-734-8733
Plans on this EIN
2 filings
#002CashBalance-$83K - 2 part#001401k-$43K - 2 part

Retirement portfolio analytics

2 plans aggregated / $126K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • M STRATEGIES 401(K) (#001)34%
Total $126KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • M STRATEGIES 401(K) (#001)2
Total 4Click 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

H & M STRATEGIES CASH BALANCE PLAN

CashBalance

Assets$83K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

H & M STRATEGIES 401(K) PLAN

401k

Assets$43K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002H & M STRATEGIES CASH BALANCE PLANCashBalance$83K22024
001H & M STRATEGIES 401(K) PLAN401k$43K22024
Retirement plans
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