Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOGE, FENTON, JONES & APPEL. INC.
EIN 94-1688588Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$30.1M assets
Welfare
0
Participants
126
55 SOUTH MARKET STREET, SUITE 900 - SAN JOSE, CA 95113408-287-9501
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.1M assets / 126 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#002
HOGE, FENTON, JONES & APPEL, INC. EMPLOYEES' PROFIT SHARING AND SALARY DEFERRAL
401k
Assets$23.8M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOGE, FENTON, JONES & APPEL, INC. ASSOCIATES AND OF COUNSEL 401(K) PLAN
401k
Assets$6.2M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOGE, FENTON, JONES & APPEL, INC. EMPLOYEES' PROFIT SHARING AND SALARY DEFERRAL | 401k | $23.8M | 78 | 2024 | |
| 003 | HOGE, FENTON, JONES & APPEL, INC. ASSOCIATES AND OF COUNSEL 401(K) PLAN | 401k | $6.2M | 48 | 2024 |
Retirement plans