Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HICKCOX, ROBERTSON & STUNDA, LLC
EIN 85-2218627Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
25
13010 MORRIS ROAD, BUILDING ONE, SUITE 400 - ALPHARETTA, GA 30004470-863-8008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 25 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
HICKCOX, ROBERTSON, & STUNDA, LLC 401(K) PLAN
401k
Assets$7.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HICKCOX, ROBERTSON & STUNDA, LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants10
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 | HICKCOX, ROBERTSON, & STUNDA, LLC 401(K) PLAN | 401k | $7.2M | 15 | 2024 | |
| 002 | HICKCOX, ROBERTSON & STUNDA, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2024 |
Retirement plans