Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EF HOLDINGS, LLC
EIN 87-3124413Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
9290 E. THOMPSON PEAK PKWY, STE 416 - SCOTTSDALE, AZ 85255480-458-7962
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
EF HOLDINGS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$796K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EF HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$511K
Participants4
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 | EF HOLDINGS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $796K | 2 | 2024 | |
| 002 | EF HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | 401k | $511K | 4 | 2024 |
Retirement plans