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Sponsor portfolio

HZ II LLC

EIN 85-3848307-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$24.0M assets
Welfare
0
Participants
160
37 GRAHAM STREET, SUITE 200B - SAN FRANCISCO, CA 94129415-539-0089
Plans on this EIN
2 filings
#001401k-$19.5M - 103 part#002CashBalance-$4.5M - 57 part

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 160 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • II LLC 401(K) (#001)81%
  • CASH BALANCE PENSION (#002)19%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • II LLC 401(K) (#001)103
  • CASH BALANCE PENSION (#002)57
Total 160Click 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#001

HZ II LLC 401(K) PLAN

401k

Assets$19.5M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HZ II LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$4.5M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HZ II LLC 401(K) PLAN401k$19.5M1032025
002HZ II LLC CASH BALANCE PENSION PLANCashBalance$4.5M572024
Retirement plans
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