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  2. ABBEYVILLE HOLDINGS, LLC
Sponsor portfolio

ABBEYVILLE HOLDINGS, LLC

EIN 88-0625324-wholesale-Latest filing 2024
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
227
3087 MARKS ROAD - MEDINA, OH 44256330-725-7452abbeyvillehouse.comLinkedIn1-10 employeeswholesale
Plans on this EIN
3 filings
#001401k-$451K - 101 part#002CashBalance-$383K - 42 part#003ProfitSharing-$337K - 84 part

Retirement portfolio analytics

3 plans aggregated / $1.2M assets / 227 participants

Assets by plan

Share of aggregate retirement assets

38%top
  • HOLDINGS LLC 401(K) (#001)38%
  • PLAN AND TRUST (#002)33%
  • PLAN AND TRUST (#003)29%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS LLC 401(K) (#001)101
  • PLAN AND TRUST (#003)84
  • PLAN AND TRUST (#002)42
Total 227Click 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

ABBEYVILLE HOLDINGS LLC 401(K) PLAN

401k

Assets$451K
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ABBEYVILLE HOLDINGS, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$383K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ABBEYVILLE HOLDINGS, LLC PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$337K
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ABBEYVILLE HOLDINGS LLC 401(K) PLAN401k$451K1012024
002ABBEYVILLE HOLDINGS, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$383K422024
003ABBEYVILLE HOLDINGS, LLC PROFIT-SHARING PLAN AND TRUSTProfitSharing$337K842024
Retirement plans
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