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Sponsor portfolio

ERIC HEPLER, INC.

EIN 93-1120255-Construction-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
16
18448 COOP RD. - CLATSKANIE, OR 970162113503-728-3705
Plans on this EIN
2 filings
#001CashBalance-$3.5M - 4 part#002401k-$2.2M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#001)62%
  • PROFIT SHARING PLAN (#002)38%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)12
  • CASH BALANCE PLAN (#001)4
Total 16Click 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

ERIC HEPLER, INC. CASH BALANCE PLAN

CashBalance

Assets$3.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERIC HEPLER, INC. 401K PROFIT SHARING PLAN

401k

Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERIC HEPLER, INC. CASH BALANCE PLANCashBalance$3.5M42024
002ERIC HEPLER, INC. 401K PROFIT SHARING PLAN401k$2.2M122025
Retirement plans
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